Roetzel & Andress - Probate & Estate Attorneys: Toledo OH

Roetzel & Andress is a law firm with 12 offices located in Akron, Cincinnati, Cleveland, Columbus, and Toledo, Ohio; Fort Lauderdale, Fort Myers, Naples, Orlando, and Tallahassee, Florida; New York and Washington, DC. Our 210 attorneys provide comprehensive, integrated legal counsel to help our clients achieve business goals.

Roetzel & Andress
1 SeaGate #1700
Toledo OH 43604
Tel: 419 242-7985
Fax: 419 242-0316

Wealth Transfer and Succession Planning

Our Wealth Transfer and Succession Planning attorneys take the time to understand our clients' wealth planning priorities and objectives, along with interrelated tax issues, and recommend customized strategies to obtain maximum benefits. We are sensitive to the confidential and personal nature of these matters and offer our clients a high degree of consideration and caring.

We implement a comprehensive management approach, taking into account our clients' asset mix, investment objectives, tax issues, generational planning, and charitable planning. Our attorneys focus on the minimization and elimination of taxes to ensure that we create flexible estate and business plans that allow for unforeseen circumstances, shifting economic climates, and changing laws and family situations. We incorporate highly sophisticated and cutting-edge techniques, when appropriate, including the use of multi-layered entity creation, planning with a variety of trusts and dynasty wealth planning, each aiming at conferring a particular benefit.

Roetzel's offices in Ohio and Florida offer unique access to counsel admitted in each state and national experience beyond our office locations. Many of our attorneys have more than 20 years of experience in estate planning and hold CPA certifications as well as Masters in Taxation degrees. Our depth of experience includes past and current officers of professional estate planning organizations; experience with international accounting, investment and valuation firms; frequent contributions to local, state and national seminars and publications; Ohio Bar certification in Federal Taxation; and Florida Bar board certification in Wills, Trusts and Estates.