Estate Planning, Wills & Trusts, and Probate Law
Planning your estate is one of the best things you can do not only for yourself, but for your family members and loved ones as well. Estate planning involves safeguarding your family by managing your property, distributing assets with minimal tax consequences, planning for your health concerns and end-of-life care, while providing for the financial support of your children and dependents.
The Estate Planning Attorneys of Ziegler & Schneider have the experience to provide you with legal assistance for all aspects of estate planning and administration.
Learn how the Z&S Estate Planning Attorneys can help you safeguard your future and your family’s stability.
Our Estate Planning Attorneys can assist you with
- Wills & Trusts
- Business Succession Planning
- Retirement Planning for Individuals
- Living Wills & Powers of Attorney
- Special Needs Trusts
More about the Estate Planning Services at Z&S
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 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 Estate Planning Attorneys 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 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.
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.
Also known as a Healthcare Directive, Living Wills are an official document which sets forth your wishes regarding health measures. A Healthcare Power of Attorney allows you to designate someone as your healthcare agent to make medical decisions on your behalf, while a Durable Power of Attorney allows a person you designate to handle your affairs when you cannot. The Durable Power of Attorney document takes effect immediately and continues in full force and effect if you become incapacitate. It is revocable at any time if you are mentally capable, or upon your death.
Specialized trust for mentally and/or physically disabled beneficiaries
Meet the Z&S Estate Planning Group
What Our Clients Say
Thank you for the excellent preparation work by Jessica (Wehrman) and the efficient closing process with you, Catherine (Stavros).
Matt and I have been working together for several years, and I have had the pleasure of assisting his clients on several intellectual property matters. Matt is a true professional with a passion for helping his clients. His bedside manner is superb as is his intellect and knowledge of the law. I highly recommend Matt and his firm.
I’ve had the pleasure of working on a case with Matt for the last year. He is as professional as they come, very bright, and very deliberate in his words and actions. You can count on him to provide sound, well-reasoned advice. He has a cool, calm, relaxed temperament as well. He is a highly respected and highly skilled advocate.
Awesome attorneys! Staff is superb. Could not ask for any better!
If anyone needs a competent, honest, and knowledgeable lawyer then Jeff Blankenship is your man. I was going to lose my case in court until Jeff Blankenship became my lawyer. He turned everything around and saved the day. He is wise beyond his years and has extensive knowledge of the law and the capability to argue it well before the judge with good character, which is so rare in this day and age, and amazing reasoning. He works hard for his clients and has a brilliant mind that knows what to present to the judge and exactly how to word it. I cannot say enough good about this man. He is truly one of the greatest lawyers, in my opinion, of all time!
It has been a pleasure working with Matthew Smith on several estate planning/trust matters over the course of the past two years. Matthew is very knowledgeable and diligent in representing his clients.
Matt (Smith) was friendly and professional. The office staff were helpful and friendly. I would certainly recommend and use the firm’s services again.
Matt (Smith) was prompt, professional, and resolved a last-minute legal issue for my company perfectly. I was pressed for time, and needed a quick resolution to a situation. Matt reviewed the matter via email, and within a few hours responded with an amazingly on-point analysis and recommended an effective course of action. I was fortunate to have been referred to him, and highly recommend him for business law.
I just wanted to say how much I appreciated all the hard work Matt Smith and his associates did on my behalf. The compassion everyone showed was amazing and comforting! I will highly recommend Ziegler & Schneider to all my family and friends. Thanks again!
Jeff (Blankenship) and his team are amazing! From the moment they became involved in my son’s case, all I had to worry about was getting him the treatment he needed. Every step was explained, and every problem was handled. They made us feel more like family than a case or number.
Matt (Smith) helped my mother update her estate documents following a series of medical issues. He was kind, patient, and compassionate. He listened to her desires, clearly explained her options, and prepared the requested documents in a timely manner. He reviewed exactly what was being implemented with direct and understandable language. My mother was pleased with Matt’s caring professionalism and that her end-of-life wishes would be honored.
I’ve known Jeff (Blankenship) for many years. When I started going through my divorce, he was the first I reached out to. To my surprise, his first advice was to try to repair the marriage, if at all possible. Unfortunately, that was not an option, but Jeff stuck by my side and helped me through all the emotional and financial burden that a divorce can place on you. He was even able to get creative with the payment options, which was an enormous help in such a financially stressful time. Our friendship has only grown from this experience, and we continue to work together even though my divorce is finalized.
After knowing Jeff (Blankenship) for many years and overpaying for legal services to gain custody of my kids, I finally gave Jeff a try. Jeff was able to save me money and complete the task of gaining custody of my kids. Now, years later, he is always attentive to my calls and treats me like a friend instead of just a client. Highly recommend, and my only regret was not hiring him earlier.
Matt Smith and the team Z&S Law have been tremendous in helping my business and family thru a 2-year transition phase, their response time has been impeccable! I would highly recommend Matt Smith and his team at Z&S for all business and personal legal needs.
Michael Baker is a wonderful lawyer for bankruptcy issues. He really helps the consumer through the bankruptcy with dignity.
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