Estate Planning, Wills & Trusts, and Probate

estateplanning

The estate planning and probate attorneys of Ziegler & Schneider have the experience to provide legal assistance for estate planning, business succession, and probate needs. Estate planning involves not only providing for the orderly transfer of one’s assets at death to the desired beneficiaries (while minimizing transfer and death taxes) but also planning for retirement and end of life care.

Estate and Retirement Planning for Individuals

The development of a plan for one’s estate and retirement involves not only the preparation of Wills and Trusts (including Special Needs Trusts for disabled beneficiaries), Life Insurance Trusts, and Testamentary and Living Trusts, but also involves consultation and where necessary, preparation of documents pertaining to IRA’s, 401(K) plans, pensions, profit sharing plans, powers of attorney, health care powers of attorney, life insurance, long-term care contracts, and living wills.

Business Succession Planning

For many clients involved with family or closely held businesses, succession planning for these businesses, including minimizing transfer and death taxes, is the most important part of an effective estate plan. Ziegler & Schneider attorneys are experienced in assisting with the transfer of a business interest during life; as well as by Will or by Trust at death. Consultation regarding the preparation of documents such as stock redemption agreements, buy-sell agreements, non-compete agreements, deferred compensation and other retirement agreements are regularly provided by Ziegler & Schneider’s attorneys.

Estate & Trust Administration

Ziegler & Schneider’s attorneys are experienced in practicing in the probate courts of Northern Kentucky and Southern Ohio. Probate documents such as the Application for Administration and Appointment of Personal Representative, preparation of Inventories and Periodic and Final Accountings, inheritance tax returns, and federal and state tax returns are an integral and frequent part of their practice.

Probate

Probate is the name of the procedure for settling the affairs of a deceased person who dies with or without a will. The process involves resolving financial affairs, collecting assets, paying debts, and distributing the remaining assets according to the terms of the will or, when there is no will, according to the laws of the state where the deceased person resided at the time of his or her death. Ziegler & Schneider attorney’s can guide you through every step of the probate process. Under certain circumstances, a full probate procedure may not be necessary. We can help you determine if you qualify for the procedure known as Dispensing with Administration.

For more information on how Ziegler & Schneider can assist you with estate planning, wills & trusts, and probate law please contact us at (859) 426-1300 or emailing rziegler@zslaw.com.