Estate Planning

Steven P. Mutersbaugh manages this practice area. Our firm represents individuals in the drafting and funding of simple to complex estate plans. Our firm assists in the preparation of wills, living trusts, assets protection trusts, commonly referred to as LEGACY Trusts in Ohio, irrevocable life insurance trusts, credit shelter trusts, and other types of probate avoidance techniques.  We have extensive experience in gift and estate tax matters.  The firm has an extensive practice in planning for families with a disabled family member.  We prepare wholly discretionary trusts, supplemental and special needs trusts, 1396 Medicaid Payback trusts, and related trusts.  We also have an extensive practice in resolving Social Security issues where a client receives a large payback of funds.