Warren County, Ohio Estate Planning Lawyers
Ohio Estate Planning Attorney with 10 years experience
- (513) 334-0099
- Free Consultation
Mason, OH 45040
University of Cincinnati College of Law
After graduating from law school, Brooke joined The Law Offices of...
Moshe works with families to help them address their long term care needs, such as applying for Medicaid Nursing Home benefits.
Moshe began his career as the chaplain of Cedar Village – The Jewish Nursing Home of Cincinnati. His duties at Cedar Village included counseling the elderly and their families. During his tenure, Mr. Toron enrolled in the Chase College of Law, where he established himself as an award winning student. He was a member of the Dean’ s List four...
In addition to estate planning, I assist clients with Medicaid & VA planning including the establishment of Medicaid qualifying trusts and trusts that qualify for...
Prior to joining the Thomas Bergman and Associates, Jessica clerked at Luper, Neidenthal & Logan, a mid-sized general practice firm in Downtown Cincinnati, Ohio. Before working with Luper, clerked and supervised other law clerks at Richards & Associates in Blue Ash, Ohio specializing in foreclosures, real estate, probate, wills and trusts, and estate planning. Jessica obtained her first legal position the summer after her first year of law school, clerking for The Sanders Law Firm in Covington, Kentucky, a small, family-owned firm specializing in mass tort litigation.
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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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