Establishment and funding of joint and individual grantor trusts to avoid probate and provide staged distributions to children and grandchildren with protections in the event of addiction, divorce or creditor claims.

Counsel to real estate developer and investor in the organization of a family limited liability company and transfer of interests to his adult children.

Counsel to parents in the establishment of a special needs trust for disabled child.

Counsel to parents in establishing trusts and LLC that maximize step-up in tax basis for significantly depreciated real estate, avoids probate, and treats children who do not work in family business equitably compared to those who do work in the business.

Counsel to entrepreneur in gift and installment sale of discounted company stock to next generation using intentionally defective grantor trust (IDGT).

Counsel to spouses with adult children from prior marriages in their estate planning needs, including establishing marital and residence trusts.

Represent client in establishing trusts to provide for spouse and children in light of spouse’s history of poor money management.

Probate of estates in all Northern Kentucky counties and Hamilton County, Ohio.

Successfully obtained a dismissal of an involuntary guardianship action for elderly parent brought by a faction of a family.

Successfully obtained a guardianship for father of a client who was being exploited by client’s sibling.  

Establishment of asset protection plan for physician to protect assets in the event of malpractice claims in excess of coverage.

Establishment of plan to gift and sell stock in business to key employee in a way that assured client ongoing income and benefits with minimal tax consequences.