Mount Carmel Estate Planning Lawyers

I assist clients with assessing their personal goals with regard to the management of their assets during life and the transfer of assets upon death. This assistance includes the preparation of Wills, Trusts, Powers of Attorney, Health Care Powers of Attorney, Living Wills, and related documents. Of particular importance is planning for the transfer/distribution of retirement accounts and IRA accounts to children and/or grandchildren while minimizing the income tax burden association with such accounts.

In addition to estate planning, I assist clients with Medicaid & VA planning including the establishment of Medicaid qualifying trusts and trusts that qualify for...

Mr. Atkins practices in the areas of Domestic Relations (Divorce), Criminal Defense, Personal Injury (Wrongful Death), Evictions (Civil), and Probate and Estates. 90% of his practice is devoted to Litigation. He also is often an acting prosecutor and acting judge. Chris represents his clients with the intentions of helping them even after the case settles. His goal is to not only win the case, but to help his client’s take the correct next steps after the case. As a tenured lawyer, Chris is dedicated to helping his clients in their time of need.

Jessica primarily practices in the areas of Estate Planning, Business Law, Litigation, Tax Law, Estate Planning and Liquor Law. More specifically, she also assists in the practices areas of Wills, Contracts, Business and Commercial, Mergers and Acquisitions, and Real Estate. Jessica earned her B.A. in Justice in Public Policy from Concordia University Wisconsin in 2009, and also obtained her J.D. from Thomas M. Cooley Law School in Lansing, Michigan in 2012. Prior to working at Hurley Law, Jessica was an Associate Attorney at Paskel, Tashman, and Walker until 2013, and was an intern at Legal Aid for three years. She...

I am dedicated to helping families protect their children and assets while building their legacy. I provide families with the guidance and the support they need to create an estate plan that protects their children, safeguards their wealth, and cements their legacy. For a flat fee, I create customized plans for each client. This way, I eliminate unexpected attorneys' fees while still delivering the highest quality legal work with integrity. My goal is to provide peace of mind for my clients knowing that their loved ones are safe, and their assets are secure for generations to come.

From a career that has spanned the globe, Nancy Wagner has brought the breadth of her experience to her hometown, with a commitment to represent local families in their estate planning and probate needs. Ms. Wagner graduated from the University of Cincinnati College of Law in 1995 and joined the Washington, DC, office of Fried, Frank. Her practice there encompassed a wide range of government contracts litigation and counseling as well as white collar criminal defense and investigations. From there, Ms. Wagner joined Experience Works, Inc. of Arlington, VA, as Associate General Counsel, assisting the $100M non-profit...

Sarah is a lifelong resident of Cincinnati and proud alum of William Mason High School. Her love for the city of Cincinnati has made her dedicated to helping and improving the community that gave her so much and has made her an insatiable Cincinnati sports fan. She left Cincinnati to attend The Ohio State University where she completed her Bachelor’s degree in 2008. As an undergraduate, she became a member of Phi Alpha Delta and the Ohio State Club Crew team.

In 2011, Sarah graduated law school from the University of Dayton. She participated in Phi Alpha Delta, the...

After graduating New England School of Law, magna cum laude, Kristine clerked for a year with the Massachusetts Superior Court, and then joined the Suffolk County District Attorney’s Office as an Assistant District Attorney primarily in the Appellate Unit. During her 4 year tenure at the District Attorney’s Office, Kristine argued more than 60 cases before the Massachusetts Supreme Judicial Court and Massachusetts Appeals Court. Kristine then spent 2 years as Agency Counsel for the Massachusetts Parole Board where she specialized in civil litigation and employment law. An experienced litigator, Kristine has a general practice representing both individual and business...

Tara is a native of Oxford, Ohio with strong ties to the community. She received her BA degree from Miami University in 1996. After a year of post-college work in Atlanta, Georgia, Tara returned to Cincinnati to work for the Mercy Health System in public relations. She went to law school at Salmon P. Chase College of Law at Northern Kentucky University where she served as Editor-in-Chief of the Northern Kentucky Law Review. She authored a law review article on the Americans with Disabilities Act, which was published in the Southern Illinois University Law Review. She then spent three years...

Practice focusing on Bankruptcy, Estate Planning, Probate and Elder Law for over 20 years.

Ethan is a new attorney in Southern Ohio. He is a University of Dayton School of Law alum, who currently focuses his practice on Estate Planning, Family Law, and Bankruptcy.

I have been a practicing attorney focusing on all types of injury cases (automobile accidents, products liability, workers' compensation, etc.), wills and estates, probate, social security disability and domestic relations cases for over 30 years. I have extensive experience in all of those areas and have an AV rating by Martindale-Hubbell for over 17 years--the highest rating an attorney may have. I am a member of the American and Ohio Associations for Justice as well as a member of local bar associations.

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Licensed in Ohio and Kentucky.

• Board-Certified Specialist, Estate Planning, Trust and Probate Law
• 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...

Anthony is an Attorney at Ferguson Legal Group, Ltd.. His practice primarily focuses on family law matters (custody, support, divorce/dissolution), misdemeanor criminal defense, estate planning and civil litigation.

Anthony is a Miami Valley native and graduated from Cedarville High School. After earning an undergraduate degree from Ohio University in Marketing and Pre-Law, Anthony enrolled at the University of Dayton School of Law. At UDSL, Anthony served as the Editor-in-Chief of the Law Review, a member of the Moot Court Competition Team, a teaching assistant, a Dean's Fellow and the Chief Justice of the Honor Council. Anthony also graduated in the...