Vandalia, Ohio Estate Planning Lawyers
Simon has achieved industry and client recognition and has been: selected to Ohio Super Lawyers, Rising Star (2017, 2018, 2019)*
Outside General Counsel for Businesses
Mergers & Acquisitions
Business and Civil Litigation.
Commercial Real Estate
Business Succession Planning,Trusts & Estates, General Estate Planning
Whether you are looking for a Dayton Business Lawyer who can provide day to day counsel or litigate complex commercial litigation claims, or whether you are wanting to discuss your businesses' or your personal estate planning needs, Simon and...
I am a diligent researcher with a solid background in analysis, legal writing, and reporting. I possess hands-on experience in this sector through my business and educational pursuits. My business acumen is also broad by nature, with varying positions spanning Associate Vice President, Operations Manager, and Sales Leader.
I have an award-winning background, both professionally and academically. My expertise is in gathering, assessing, and translating complex information into targeted solutions. In the legal field, this applies to...
• 22 years' Estate Planning, Trust and Probate law experience
• Founding Member and frequent speaker, WealthCounsel, LLC
• Fellow, Esperti Peterson Institute for Advanced Wealth Strategies Planning
• Fellow, The Laureate Circle
• Member, Professional Advisory Committee, The Columbus Foundation
• Member, ePlanners Educational Alliance
• Board Member, Christian Legal Society of Central Ohio
• Accredited Attorney – U. S. Veterans Administration
• Honoree, Leave A Legacy Award – Central Ohio Planned Giving Council
• Rated AV “Pre-eminent” by Martindale-Hubbell / Lawyers.Com
• Rated “10.0 - Superb” by...
We have particular strengths in our municipal and local public sector, real estate, and construction law practice areas.
My primary clients are closely-held small family businesses, doctors, and professional service practitioners. Most of my legal work for them is transactional-based.
My practice areas are:
Business, Corporate, Real Estate, and Domestic Asset Protection Transactions - 40%
Tax Planning and Appeals - 30%
Estate and Succession Planning, Wills, Trusts, and Probate - 30%
I am admitted to Ohio, Kentucky, and...
Matt was admitted to the Ohio Bar in 2014. After graduating from law school, Matt worked as an associate at Thompson, Dunlap & Heydinger in Bellefontaine, Ohio, and then later as a corporate associate at Sebaly, Shillito & Dyer in Dayton. He later founded his own business law firm in the Dayton area, with a focus on entrepreneurs and startup companies. To Matt, the practice of law is as simple as helping people solve their problems.
Matt grew up in the state...
Vandalia Estate Planning Legal Aid & Pro Bono Services
Greater Dayton Volunteer Lawyers Project
Advocates for Basic Legal Equality, Inc. (ABLE)
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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