A Legal Professional Association Serving Ohio and the Miami Valley for Over 90 Years

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Pickrel, Schaeffer & Ebeling

 
Probate & Trust Administration  

The attorneys and staff at Pickrel, Schaeffer and Ebeling are knowledgeable and experienced in providing legal advice to assist clients after the death of a loved one. After a death, clients welcome not only the legal expertise but the reassurance, information and guidance that our attorneys and support staff provide during this emotional and sometimes confusing time period. Our firm works efficiently with family and/or friends to organize financial information and determine how the assets should flow according to law.

We are educated in federal Gift and Estate Tax laws and Ohio Estate Tax laws, and use that information in the planning and administration of estates and trusts after death. We prepare and file Federal and Ohio Estate tax returns and Federal Gift tax returns for clients when needed. We can also prepare estate or trust income tax returns, if desired by the client. The tax laws keep changing so we keep informed of the most recent developments in tax laws in this area in order to minimize our client’s tax liability.

After a death of a business owner, we frequently work with the family and co-owners of the deceased business owner regarding general management decisions, tax planning, strategic planning, change in directors or officers and implementation of a buyout arrangement.

We can advise you on administering the following:

Probate administration of Wills
Administration of trusts
Advice and filing of returns for estate
   and gift taxes and income taxes
Business and business succession
Post-mortem planning/decision-making, including
   consideration of Disclaimers
Will contest and Will construction litigation

We work conscientiously with our clients to make sure that a decedent’s estate planning goals are accomplished. Further, many surviving spouses and other family members update their planning at this time. With a combined 135 years of experience, our attorneys work diligently to see that assets are transferred to beneficiaries as efficiently and quickly as possible.

   

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Pickrel, Schaeffer
& Ebeling

937-223-1130

40 N. Main Street
2700 Kettering Tower
Dayton Oh 45423

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