Frank D Jacobs
Estate Planning, Trust & Probate
The Estate Planning, Trust and Probate Group of Eastman & Smith Ltd. provides a full range of personal and confidential services to our clients including estate planning, business, tax, probate and trust administration. Our attorneys are highly respected and have considerable expertise in individual estate planning, charitable planned giving, probate administration, trust administration, business structuring, business succession planning, general tax planning, and qualified retirement planning.
In order to meet the objectives of each client, we listen carefully and consider the many factors involved in preparing individually tailored planning strategies using the most current and appropriate techniques. We strive to make working with us easy and straightforward. First, we schedule an initial consultation to obtain information and outline the legal services to be performed. We will then estimate the fees involved so that you will have an idea of the cost up front. If the circumstances or assumptions of the engagement change, we will inform you if there will be added cost. Finally, we will proceed to complete the work in a timely manner.
Personal Estate Planning
* Revocable living trusts
* Disclaimer trusts
* Irrevocable insurance trusts
* Intentionally defective irrevocable grantor trusts
* Generation skipping trusts
* Grantor retained annuity trusts (GRATs)
* Qualified personal residence trusts
* Dynasty trusts
* Pourover and simple wills
* Estate beneficiary controversies
* Estate and gift tax controversies and audits
* Financial power of attorney
* Living wills
* Health care powers of attorney
* Distribution planning and customized beneficiary designations for IRA's and qualified plans
* Gifting programs using leverage
* Educational funding strategies
* Life insurance planning including split dollar arrangements
* Post mortem planning including qualified disclaimers
Business Planning & Business Succession Planning
* Business succession plans
* Family limited partnerships
* Limited liability companies
* Buy-sell agreements
* Asset protection plans
* Salary continuation plans
* Qualified retirement plans and IRAs
Charitable Planning
* Charitable trusts
* Charitable organizations
* Outright gifting and planned gifting programs
* Family foundations
Frank D Jacobs
Eastman & Smith Ltd
1 SeaGate - 24th floor
Toledo OH 43699-0032
Tel: 419 247-1719
Fax: 419 247-1777
E-mail: fdjacobs@eastmansmith.com
PRACTICE GROUPS
* Estate Planning, Trust and Probate
Accredited Estate Planner - National Association of Estate Planners & Councils
Frank D. Jacobs has been a member of the Firm since September 1, 1984. He concentrates his practice in the areas of estate planning, general tax planning, charitable planned giving, business structuring, business succession planning and planning for qualified retirement plan beneficiary designation pay outs. Mr. Jacobs is admitted to the bar of Ohio and also admitted to practice in the federal courts, including the United States Supreme Court. Also, he holds a Certified Public Accountant (CPA) certificate (now inactive).
Mr. Jacobs is accredited by the Ohio State Bar Association as a Certified Specialist in Estate Planning, Trust & Probate Law and is currently a member of the Specialty Board which develops and administers the specialty test. He has been a speaker at a number of business and professional society meetings covering tax, business, charitable gifting and estate planning subjects. He has written various articles in his areas of expertise. He was an adjunct professor in the College of Law, University of Toledo, in tax subjects. Since 1988 he has been included in the publication of The Best Lawyers in America. In 1991, he was elected a fellow in The American College of Trust and Estate Counsel.
Mr. Jacobs is very active in the community. He has served as president of the Toledo Community Foundation as well as board member of the University of Toledo Foundation, Toledo Opera and Central Catholic High School Foundation. He currently serves as vice president and treasurer of the Toledo Law Association, board member and member of the Executive Committee of both the Toledo Lucas County Library Legacy Foundation as well as Congregation Shomer Emunim. He also sits on the Board of Trustees of the Toledo Tennis Club and the Toledo Symphony Orchestra.
Service to clients and to his life-long community are Mr. Jacobs' focus and passion.
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