Trusts & Estates

Overview

Our dedicated team ensures your legacy thrives through strategic wealth preservation, minimizing costs, and navigating complex legal intricacies. Let us handle the details, providing top-tier service and commitment for your peace of mind and a seamless transition to the next generation.

For the firm’s long combined history, prominent families and business leaders have entrusted Bricker Graydon with their estate planning goals. Estate Planning team is dedicated to understanding your concerns and helping you maximize the impact of your assets and the legacy you wish to leave. Estate planning and wealth management are approached as a life management process, demanding the highest level of service, quality, and commitment.

Bricker Graydon's attorneys have extensive experience in wealth preservation and transfer between generations. They can assist you with developing plans to minimize the cost and delay in transferring assets at death, crafting long-term "dynasty" trusts, providing advice with respect to family business and other assets, planning for business succession, counseling on business structures and control issues, advising on estate and trust administration, planning for disability, and resolving beneficiary and guardianship disputes.

Administering a probate estate can be legally challenging and emotionally draining. Our team stands ready to address challenges effectively on your behalf if they arise. Bricker Graydon represents not only countless individuals but also various regional and local banks in their fiduciary capacity. The firm's attorneys have extensive experience in estate administration, guardianships, trust administration, testamentary trusts, revocable and irrevocable trusts, irrevocable life insurance trusts, charitable remainder and lead trusts, grantor retained annuity and trusts, fiduciary income taxation, estate, gift, and generation-skipping taxation, probate and trust litigation, commercial and residential real estate, closely held business ownership and taxation, as well as opinion letters on administration and tax issues.