Estate and Trust

Dinsmore & Shohl LLP’s Estate Planning Group has extensive experience counseling clients to minimize or eliminate federal estate and gift taxes, and state estate and inheritance taxes while achieving family goals. In addition to planning and strategy, our attorneys assist in tax compliance, estate administration, and controversies with the Internal Revenue Service and state tax authorities and fiduciary litigation.

Planning services include: 

    • Pour-over wills 
    • Revocable trusts (living trusts) 
    • Marital deduction trusts 
    • Credit shelter trusts 
    • Irrevocable life insurance trusts 
    • Life insurance trust 
    • Crummey trusts 
    • Gifts to minors 
    • Retirement planning 
    • Estate administration 
    • Domestic asset protection 
    • Prenuptial planning 
    • Tax planning for divorce
    • Powers of Attorney and similar arrangements
    • Advance Health Care directives

Gifting Strategies 

    • Generation-skipping transfer tax and exemption planning 
    • Dynasty trusts
    • Wealth leveraging techniques    

Charitable Planning 

    • Charitable gifts 
    • Charitable remainder trusts 
    • Charitable lead trusts 
    • Private foundations 
    • Public foundations 
    • Supporting organizations

Closely Held Businesses 

    • Succession planning 
    • Buy-sell agreements 
    • Family limited partnerships 
    • Limited liability companies 
    • Grantor retained annuity trusts 
    • Sale to defective trusts 
    • Installment sales 
    • Private annuities 
    • Qualified personal residence trusts