Personal Planning

RKPT’s Personal Planning practice encompasses a wide range of services, from preparing estate planning documents for individuals and families, to succession planning for businesses, protection of assets, estate and trust administration, and establishing guardianships and conservatorships. We take great pride in the responsive and proactive approach we take for our clients. Working closely together to clearly identify and understand their goals and objectives, we come up with creative, comprehensive options to address our clients’ estate planning goals. Regardless of the size or complexity of the estate and the issues involved, we strive to deliver smart and creative solutions in an efficient, meaningful way.

Based in Cincinnati, we serve clients throughout the Midwest and Florida, and are dedicated to helping our clients plan for the future of their families and their businesses.

Our personal planning services include:

Estate Planning

RKPT attorneys have decades of experience drafting trusts, wills, financial powers of attorney, living wills, and health care powers of attorney for individuals and families. As estate planning is a lifelong, dynamic process, we walk with our clients as they experience major life events — such as marriage, divorce, birth of a child, new or growing business endeavors, or receiving a substantial gift or inheritance — and make necessary adjustments to ensure that their plans best serves their needs.

We work with a variety of clients — some with relatively straightforward needs, and others in need of more advanced tax-planning vehicles such as family limited partnerships, irrevocable life insurance trusts, charitable trusts, and foundations.

Guardianships and Conservatorships

If a loved one has become incapable of making decisions, they may need someone to assist them. There are several options for families to consider, including guardianship and conservatorship, and RPKT attorneys can assist you in determining what is best for your family and then taking the necessary actions to implement your wishes. If your loved one only needs assistance in making financial decisions, conservatorship may be the right option, but if decision-making authority is needed in other areas, such as health care and daily life, then guardianship may be necessary. Whether you are looking to establish yourself as a guardian for an elderly or incapacitated loved one or for a child with special needs reaching adulthood, we can help.

Our attorneys also have a wealth of experience in assisting families who have members with special needs. This includes advising clients regarding the use of special needs trusts to provide long-term supplemental care for family members who may also receive government assistance.

Protection of Assets

We counsel clients on asset protection strategies, assisting them with the implementation of wealth transfer techniques that can afford various degrees of creditor protection while ensuring that their family and more distant beneficiaries ultimately benefit as much as possible.

RKPT’s litigators also provide assistance to clients who have fallen prey to dishonest caretakers or other family members who have exerted undue influence or duress to their own financial gain. In addition to assisting clients who have been victimized by financial exploitation, our litigation team has represented beneficiaries and their interests, and defended executors, administrators, trustees, and other fiduciaries against claims asserted by unhappy or disinherited beneficiaries.

Trust and Estate Administration

Our Personal Planning attorneys offer the full spectrum of trust and estate administration services to individuals and families and are dedicated to helping trustees and executors accomplish the necessary tasks involved in the effective and efficient administration of trusts or estates. We have extensive experience handling a broad range of administrations — from simple to complex, modest to substantial. Our trust and estate administration services include: advising trustees and personal representatives; preparing necessary court documentation; assisting in transferring and retitling assets as necessary; managing the sale and disposition of real property and other valuable assets; and preparing necessary tax filings.

We also oversee guardianships and conservatorships to ensure they are properly administered.

For more information on our Personal Planning practice, we welcome you to contact RKPT.

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