Windham Estate Planning Lawyers

Amy Turos
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Amy Turos
Garrettsville, OH Estate Planning Lawyer with 11 years of experience
(330) 221-3104 8052 State Street Ste 6
PO 292
Garrettsville, OH 44231
Free ConsultationEstate Planning, Divorce, Personal Injury and Probate
Western Michigan University Cooley Law School
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Amy Turos represents clients in Ohio family law, estate planning, and motor vehicle accidents throughout Portage County, Trumbull County, Geauga County, and Summit County Ohio.

WE SPECIALIZE IN COMPLEX CASES
Our approach ensures that the most complex cases are resolved with the right solutions for you.


DIFFICULT CASES REQUIRE EXPERIENCED REPRESENTATION
There is a solution and our priority is to not only find it, but assist you in your steps forward.


PASSION AND COMMITMENT
Our legal team, led by Amy Turos, believes in service to others by providing the most elite representation possible to our Ohio clients.
Lisa A. Ashley
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Lisa A. Ashley
Garrettsville, OH Estate Planning Lawyer
(330) 527-8204 8132 Main Street
Garrettsville, OH 44231
Estate Planning, Business, Divorce and Real Estate
University of Akron School of Law
Keith J Barton
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Keith J Barton
Mantua, OH Estate Planning Attorney
(330) 274-4141 10684 Main St.
PO Box 54
Mantua, OH 44255
Estate Planning
Eric Valente
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Eric Valente
Hudson, OH Estate Planning Attorney with 12 years of experience
(330) 665-5000 77 Milford Drive
226
Hudson, OH 44236
Free ConsultationEstate Planning, Business, Elder and Family
University of Toledo
Eric Valente, JD, MBA, is an attorney and founding member of Valente Law, LLC. He studied business administrations and earned his MBA while attending law school at the University of Toledo. Eric began his career doing business litigation at J.W. Krueger & Associates, LLC, where he still maintains an office. Eric has always had a creative, entrepreneurial spirit, and estate planning and business counseling provides him with the opportunity to engage these interests while helping clients achieve their goals. Eric's focus areas are estate planning (Wills, Trusts, Healthcare Planning), Probate Administration and Business Law. Eric is a...
John Paul Green
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John Paul Green
Stow, OH Estate Planning Lawyer with 18 years of experience
(234) 334-6981 3869 Darrow Rd.
Suite 101
Stow, OH 44224
Free ConsultationEstate Planning, Divorce, Family and Probate
Duquesne University School of Law
After many years in public service, my partner and I started this practice with the goal of offering affordable legal services to working families, all while making the legal process as customer-friendly as possible. We are proud to offer a state of the art client portal system, convenient office location and hours as well as flexible payment options to serve our clients in Summit, Portage and Medina counties.
Robert E. Rosenberg
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Robert E. Rosenberg
Ravenna, OH Estate Planning Lawyer with 35 years of experience
(330) 298-9400 533 East Main St.
Ravenna, OH 44266
Free ConsultationEstate Planning, Criminal Defense, Divorce and Probate
Cleveland State University Cleveland-Marshall College of Law
Robert Rosenberg has been serving Portage County for more than 20 years. He primarily practices in the areas of Domestic Relations, Criminal Defense, and Personal Injury/Civil Litigation. He has argued cases successfully before the 11th District Court of Appeals, the United States District Court for the Northern District of Ohio, and the United States Court of Appeals for the Sixth Circuit, as well as various County Domestic Relations and Criminal Courts. He also serves as a Guardian and Guardian ad Litem in Portage County.

Robert has found ways to give back to the Portage County community. He was President...
Jonathan Jennings
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Jonathan Jennings
Ravenna, OH Estate Planning Lawyer with 25 years of experience
(330) 296-6300 223 West Main Street
Ravenna, OH 44266
Estate Planning, Bankruptcy, Business and Tax
Case Western Reserve University School of Law and Malone College
Margaret Michele Pauken
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Margaret Michele Pauken
Chagrin Falls, OH Estate Planning Attorney with 34 years of experience
(440) 468-0003 8401 Chagrin Road
Suite 10-B
Chagrin Falls, OH 44023
Estate Planning, Elder and Probate
Case Western Reserve University School of Law
Planning for all the seasons of life.

I provide practical, forward-thinking estate planning services for individuals and families who want assurance that their wishes will be honored and their families will be cared for.

I provide compassionate, wise legal counsel to senior citizens, veterans, and their loved ones who are worried about how to pay for nursing home care without losing everything they have worked for, and who do not want to become a burden to their families.

I provide assistance for families that include loved ones with diminished capacity, who might require special needs trusts, conservatorships, or guardianships.

My practice arose out...
Douglas J. Neuman
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Douglas J. Neuman
Niles, OH Estate Planning Lawyer with 48 years of experience
(330) 652-1749 761 N Cedar Ave
Suite 1
Niles, OH 44446
Estate Planning, Business, Probate and Real Estate
Case Western Reserve University School of Law
Attorney Neuman is the son of Theodore and Edna Neuman and grew up on a farm in Geneva, Ohio. Theodore was a steel worker. Doug was the Valedictorian of the 1970 class of Geneva High School. He graduated from Vanderbilt University summa cum laude with a B.A. in Chemistry and History, and a minor concentration in mathematics. Attorney Neuman graduated from Case Western Reserve University Franklin Thomas Bacchus School of Law in 1977.

Attorney Neuman has been recognized for community service through the United Way, Boy Scouts of America, the Niles Historical Society, Residential Horizons, SCOPE, Niles Rotary, and as an...
John Charles Grundy
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John Charles Grundy
Cortland, OH Estate Planning Lawyer with 37 years of experience
(330) 637-9030 3333 Niles Cortland Road
Cortland, OH 44410
Estate Planning, Business and Probate
University of Akron School of Law
I use two skills many lawyers who practice in the areas of estate planning, small business and probate have lost or do not use: careful listening, and careful, custom document drafting. I listen carefully to what my clients tell me, and i produce work that makes sense and accurately reflects client's intent.
Michael P. Mazanetz
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Michael P. Mazanetz
Youngstown, OH Estate Planning Lawyer
(330) 792-6611 54 Westchester Drive, Suite 10
Youngstown, OH 44515
Estate Planning, Criminal Defense, DUI & DWI and Social Security Disability
University of Akron School of Law
To Michael P. Mazanetz, the greatest personal professional reward comes when a client’s long wait for oftentimes badly needed Social Security disability benefits comes to an end with a decision in their favor.

“Some of those people have worked 25-30 years, and they’ve had some accident at work or at home or they’ve been diagnosed with a serious illness, and all of a sudden the money stops coming,” he says. “It can be a long process to go through, so when they get that news, it’s always a highlight.”

Atty. Mazanetz is a Mahoning Valley native, raised in Newton Falls, where he...
Timothy H. Snyder
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Timothy H. Snyder
Burton, OH Estate Planning Lawyer with 28 years of experience
(440) 834-5000 13874 Kirtland Street
Suite 2
Burton, OH 44021
Estate Planning, Business, Employment and Insurance Claims
Cleveland State University Cleveland-Marshall College of Law
Theresa Noreen Turk
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Theresa Noreen Turk
Chagrin Falls, OH Estate Planning Lawyer with 18 years of experience
(440) 719-9111 549 East Washington Street
Suite 100
Chagrin Falls, OH 44022
Estate Planning, Elder, Probate and Tax
Theresa N. Turk received her B.A. degrees from Ohio University in 2002 in Political Science and Economics. She received her J.D. degree from Cleveland Marshall College of Law in 2006. Ms. Turk is a member of the Ohio State Bar Association and the Association of Specialists on Aging. Ms. Turk is also a member of the Cleveland Metropolitan Bar Association, Lake County Bar Association, and the Geauga County Bar Association. Ms. Turk concentrates her practice in the areas of estate planning and administration, elder law, guardianships, and probate matters. Ms. Turk currently oversees the northeast...
Deron Boring
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Deron Boring
Ravenna, OH Estate Planning Attorney with 20 years of experience
(330) 298-9003 228 W. Main St.
P.O. Box 413
Ravenna, OH 44266
Free ConsultationEstate Planning, Elder, Probate and Real Estate
University of Akron School of Law
Patricia McKay
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Patricia McKay
Chagrin Falls, OH Estate Planning Attorney with 21 years of experience
(440) 543-6790 17477 Chillicothe Rd
Chagrin Falls, OH 44023
Estate Planning, Divorce and Family
Case Western Reserve University School of Law
Elizabeth Tomasko
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Elizabeth Tomasko
Aurora, OH Estate Planning Lawyer with 33 years of experience
(330) 562-7277 240 Harmon Rd
Aurora, OH 44202
Estate Planning, Elder and Real Estate
Carol Szczepanik
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Carol Szczepanik
Newbury, OH Estate Planning Lawyer
(440) 337-9930 10808 Kinsman Road
Newbury, OH 44065
Estate Planning, Family, Probate and Tax
John Thomas
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John Thomas
Chagrin Falls, OH Estate Planning Lawyer
(440) 569-1505 175 Park Place
Chagrin Falls, OH 44022
Estate Planning, Elder and Probate
John P. Thomas concentrates his practice in the areas of probate and estate litigation, elder law, estate and trust planning and administration. He has been named a 2010 Rising Star in Ohio Super Lawyers, and received the Ohio State Bar Foundation 2015 Community Service Award for Attorneys 40 and Under in District 18.

He formerly served as Treasurer of The Association of Specialists in Aging, which promotes the well-being of older persons in Cuyahoga, Lake, Geauga, and Ashtabula Counties. He is a past Board member of the Boston College Alumni Association in Cleveland, and a member of the St. Ignatius High...
James Masi
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James Masi
Ravenna, OH Estate Planning Attorney
(330) 235-0280 240 S. Chestnut St., Suite A
Ravenna, OH 44266
Estate Planning, Bankruptcy, Elder and Probate
Robert Phillips
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Robert Phillips
Hudson, OH Estate Planning Lawyer
(330) 650-4656 46 Ravenna St
P O Box 1148
Hudson, OH 44236
Estate Planning, Business, Elder and Real Estate
Nicholas P. Weiss
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Nicholas P. Weiss
South Euclid, OH Estate Planning Lawyer with 11 years of experience
(216) 417-5111 4070 Mayfield Rd
South Euclid, OH 44121
Estate Planning, Consumer, Divorce and Family
Case Western Reserve University School of Law
Nick Weiss opened his practice after years of civil litigation and in-house counsel experience. A transplant from Maine, he now represents families, individuals, and businesses, throughout northeast Ohio. He is proud to have been AV Preeminent rated by Martindale Hubbell every year since 2020 and is an Ohio Rising Star on Superlawyers.
Todd B. Kotler
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Todd B. Kotler
Canton, OH Estate Planning Lawyer with 25 years of experience
(330) 497-2886 4580 Stephen Circle, Suite 100
Canton, OH 44718
Free ConsultationEstate Planning, Divorce, Education and Family
University of Akron School of Law
Since 1999 I have labored to establish divorce settlements that are firm but fair and parenting-time schedules that work. Relocating and long-distance parenting plans. I resolve high-conflict situations, protective orders, and deal with parental alienation. I also have litigated a number of high value cases in both Summit and Stark Counties.

My firm also has handled a great number of high value transactions involving mineral rights, land leases and easements with energy companies. We have done joint ventures, partnerships, S corporations, LLCs, commercial and industrial developments, condominium developments or conversions and office building sales and purchases. Likewise, I...
Sarah P. Oberer
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Sarah P. Oberer
Beachwood, OH Estate Planning Attorney with 5 years of experience
(216) 400-0430 2000 Auburn Dr., Suite 200
Beachwood, OH 44122
Estate Planning, Bankruptcy, Family and Probate
University of Cincinnati College of Law
Often, people feel like they need a little extra help, an extra hand to hold during their tough battles in life. That can be especially true when you're dealing with family issues or trying to stay in the country against all odds. That's why I take my responsibilities seriously. Because it's not just a job, its someone's life. And I'm glad I get to hold your hand and win our fight together. I'm licensed to practice law in the state of Ohio. I graduated with honors in both Law and Criminal Justice from the University of Cincinnati. I handle cases...
Tonya VanBenschoten
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Tonya VanBenschoten
Beachwood, OH Estate Planning Attorney with 12 years of experience
(216) 400-0430 2000 Auburn Drive Suite 200
Beachwood, OH 44122
Estate Planning, Divorce, Family and Probate
Salmon P. Chase College of Law, Northern Kentucky University
EXPERIENCE Tonya is licensed to practice law in both Ohio and Kentucky. She limits her practice to Estate Planning and Administration, Family Law and Bankruptcy. She has been practicing since 2012. For the last two years, Tonya has transitioned from focusing on Family Law to focusing on estate planning and administration. She recently completed a certification in estate planning and is in the process of completing the advanced certification. She has 60 hours of mediation training and has previously been appointed as a GAL in multiple counties. MILITARY Tonya has been a member of the Kentucky National Guard since 2001. For the...
Kenneth L. Sheppard Jr.
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Kenneth L. Sheppard Jr.
Akron, OH Estate Planning Attorney with 21 years of experience
(330) 835-4003 575 White Pond Dr suite c
Akron, OH 44313
Free ConsultationEstate Planning, Bankruptcy, Probate and Tax
Ohio Northern University
Kenneth L. Sheppard, Jr. is the President and Owner of Sheppard Law Offices, Co., L.P.A.

Kenneth graduated from Ohio Northern University in 1996 with a Bachelor of Arts degree in Political Science and History. While at Ohio Northern, Ken was a member of three honor societies and two national mock trial teams. He then entered Ohio Northern University Law School and graduated in 1999 with a Juris Doctor degree. After law school, Mr. Sheppard earned his LL.M. (Master's Degree) in Taxation from the University of Denver in 2000.

Attorney Sheppard is admitted to practice law in Ohio. He is also licensed...
Robert G. Stiefvater
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Robert G. Stiefvater
Girard, OH Estate Planning Attorney with 21 years of experience
(330) 593-2661 1061 Trumbull Avenue
Suite K
Girard, OH 44420
Free ConsultationEstate Planning, DUI & DWI, Personal Injury and Probate
Cleveland State University Cleveland-Marshall College of Law
Limited Clients. Proven Results.

I limit the number of clients that I represent because I understand that when you need a lawyer you need someone who is available and can dedicate their time to your legal issue.

I represent individuals and fight to defend their rights and reputation. Call for a free consultation. Even if I am not currently accepting new clients I will make sure that you understand the process in which you are involved.
Andrew Popp
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Andrew Popp
Cuyahoga Falls, OH Estate Planning Attorney with 10 years of experience
(330) 529-7070 2020 Front Street
Suite 201
Cuyahoga Falls, OH 44221
Free ConsultationEstate Planning, Elder, Personal Injury and Probate
Stetson University College of Law
Attorney Andrew Popp focuses his law practice on Elder Law and Estate Planning. He is results-oriented, relying on his exceptional legal knowledge and successful litigation techniques to achieve results. Andrew obtained his bachelor’s degree from the University of South Florida. He then attended Stetson Law School, where he acquired his Juris Doctor with a concentration in advocacy. While at Stetson, he received numerous awards, including the Doyle Conflict Resolution Inc. Top Grade Award and the Leadership Development certificate. Upon graduation, Andrew served as an Assistant State Attorney. He handled criminal cases from initial investigation through trial and appeals and...
Corinne Hoover Six
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Corinne Hoover Six
Cuyahoga Falls, OH Estate Planning Lawyer with 16 years of experience
(330) 922-4491 527 Portage Trail
Cuyahoga Falls, OH 44221
Estate Planning, Divorce, Family and Probate
University of Akron School of Law
Corinne Hoover Six is the lead attorney of Hoover Kacyon, LLC's Family Law Practice Group and focuses her practiceexclusively on family law issues, including divorce, child custody and adoption.

Corinne knew from a very young age that she was destined to be an attorney. The daughter of Judge Kim R. Hoover and the granddaughter of the late Attorney Orval R. Hoover, Corinne grew up in a family that excelled in the legal field and taught her the value of helping others through difficult legal issues. Now, Corinne has carried on that family tradition, along with her brother, Attorney Tad...
Brenden Patrick Kelley
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Brenden Patrick Kelley
Cleveland, OH Estate Planning Attorney with 8 years of experience
(216) 644-3359 815 Superior Ave
Suite 1815
Cleveland, OH 44114
Free ConsultationEstate Planning, Business, Legal Malpractice and Tax
Cleveland State University Cleveland-Marshall College of Law
Brenden Kelley, a seasoned litigator and dedicated attorney, is committed to delivering the highest caliber of legal representation to his clients, marked by honesty and affordability. Behind his boyish grin lies a remarkable journey that has shaped him into the lawyer he is today. Brenden’s legal lineage runs deep. Born into a family of legal professionals, he was groomed from a young age to follow in his parents’ footsteps. His father, Michael V. Kelley, was a distinguished trial lawyer known for championing the rights of Ohio Steelworkers. His mother, Lynn Arko Kelley, served as a former Cleveland Heights Municipal Court Judge...
Denise Rini
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Denise Rini
Cleveland, OH Estate Planning Lawyer with 21 years of experience
(440) 668-9209 600 Detroit
Cleveland, OH 44145
Free ConsultationEstate Planning, Divorce, Family and Juvenile
Cleveland State University
I was elected in November 2012 and was seated on January 1, 2013. A lifelong resident of the Cuyahoga County area, growing up in Maple Heights until the age of 12, and moving to Lyndhurst where I reside today. I attended public school, graduating from Brush High School in 1975.
I have a daughter, Michelle, and understands how difficult raising a child can be as a single parent.
After Michelle graduated from college, I pursued a degree at Baldwin Wallace University and earned a degree in Human Services while working as a private investigator and a freelance designer in advertising.
I worked as...
Christine Tibaldi
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Christine Tibaldi
Willoughby, OH Estate Planning Lawyer with 15 years of experience
(440) 278-1485 38021 Euclid Ave., Suite 6
Willoughby, OH 44094
Free ConsultationEstate Planning, Divorce, Family and Juvenile
Cleveland State University Cleveland-Marshall College of Law
We serve Lake County, Cuyahoga, Geauga and Ashtabula Counties. We are often serving clients in local municipal courts as well as the county courts. We strive to understand each clients unique needs in family and landlord tenant matters. We have experienced attorney's that all offer a 30 minute free consultation. We are discreet and care about each client. We never forget that the client is number 1 priority and appreciate those entrusting our office with their legal needs.
John Herrnstein
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John Herrnstein
Cuyahoga Falls, OH Estate Planning Lawyer with 42 years of experience
(330) 929-2676 111 Stow Avenue
Suite 101
Cuyahoga Falls, OH 44221
Free ConsultationEstate Planning, Business, Elder and Real Estate
The Ohio State University Michael E. Moritz College of Law
John is a lifelong Buckeye. He graduated with honors from The Ohio State University in 1980 with a Bachelor of Science Degree in business and accounting. In 1983, John graduated with honors from The Ohio State University College of Law. He has been practicing law in Cuyahoga Falls ever since. John has been active in the community as a long-time baseball coach and as a member of several community organizations. John and his family are proud to call Cuyahoga Falls home.

During his thirty-six year legal career, John has prepared thousands of Wills, Power of Attorneys, Trusts, and sophisticated estate planning...
Mark Martin Turner
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Mark Martin Turner
Cleveland Heights, OH Estate Planning Attorney with 22 years of experience
(216) 331-0007 3091 Mayfield Rd
Suite 320
Cleveland Heights, OH 44118
Free ConsultationEstate Planning, Business and Probate
The Ohio State University Michael E. Moritz College of Law
I began practicing law in 2002. I spent over 13 years with the Cleveland firm of Gallagher Sharp, primarily as a litigator, before venturing on my own and then landing at The Gertsburg Law Firm in 2017 before choosing to restart my own practice in 2020. Before becoming an attorney, I worked as a financial manager for a small business after earning his MBA. My experience allows me to understands the challenges facing small business owners, allowing me to advise, as well as provide valuable legal information. With over 20 years’ experience in the business and legal worlds, I strive...
Joseph Kacyon
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Joseph Kacyon
Cuyahoga Falls, OH Estate Planning Attorney with 15 years of experience
(330) 922-4491 527 Portage Trail
Cuyahoga Falls, OH 44221
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
University of Akron School of Law
Attorney Joe Kacyon is licensed to practice law in Ohio and Pennsylvania and is a member of the Akron Bar Association, the Ohio Bar Association and the Pennsylvania Bar Association.

Attorney Kacyon represents clients in a variety of legal matters. The attorneys at his firm, Hoover Kacyon LLC can represent clients in most of their cases. Hoover Kacyon has divorce attorneys, criminal attorneys, probate and estate attorneys, adoption attorneys, bankruptcy attorneys and more.
Heather R. Dyer
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Heather R. Dyer
Beachwood, OH Estate Planning Attorney with 19 years of experience
(216) 400-0430 2000 Auburn Drive Suite 200
Beachwood, OH 44122
Estate Planning, Elder, Family and Probate
University of Florida
With over seventeen years of intensive courtroom experience, Attorney Dyer has the expertise necessary to confidently and effectively represent Northeast Ohio clients in all aspects of family law including, divorce, dissolution, child custody, visitation, child support, spousal support, adoptions, modifications and restraining orders. She served as a Guardian ad Litem for minors in hundreds of cases, advocating for their best interest in custody matters. Attorney Dyer is one of a handful of lawyers certified by the Ohio State Bar Association as a Family Law Specialist. Attorney Dyer strives to meet her clients’ goals in an efficient and cost-effective manner, providing personalized...
Jeffrey W. Krueger
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Jeffrey W. Krueger
Beachwood, OH Estate Planning Attorney with 39 years of experience
(216) 586-2721 25201 Chagrin Blvd.
Suite 350 C
Beachwood, OH 44122
Estate Planning, Business, Probate and Real Estate
Case Western Reserve University School of Law and Bowling Green State University
Jeff has represented individuals and business entities ranging from sole proprietorships to multi-national corporations.

Jeff held a number of positions as an attorney in both the public and the private sector including positions with small, mid-sized, and large law firms. Jeff’s practice areas cover a wide-ranging spectrum, but he primarily focuses on real estate law, commercial law, business and civil litigation matters.

Jeff was raised in Summit County, Ohio and he and his wife have resided in Strongsville, Ohio since 1992. They have four children and three grandchildren. He is an avid football fan and a...
Daniel Seink
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Daniel Seink
Mentor, OH Estate Planning Lawyer with 32 years of experience
(800) 393-2324 7537 Mentor Avenue, Suite 207A
Mentor, OH 44060
Free ConsultationEstate Planning, Administrative, Elder and Probate
Cleveland State University
I am dual certified as an Elder Law Attorney by the National Elder Law Foundation, and as a Specialist in Elder Law by the Ohio State Bar Association. I am one of twenty-seven attorneys with this dual certification. I devote my practice to those issues uniquely affecting the elderly, the disabled and their families. Having been raised by a parent with early onset Parkinson's Disease, and having witnessed a grandparent spend over sixteen years in a nursing facility suffering from Alzheimer's, I gravitated early in my career towards the practice of elder and disability law. I established my Law...
Andrew C. Goodwin
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Andrew C. Goodwin
Cleveland, OH Estate Planning Lawyer
(216) 699-8145 1350 Euclid Ave.
Suite 280
Cleveland, OH 44115
Free ConsultationEstate Planning, Business, Elder and Real Estate
Harvard Law School
My personal experience as the primary caregiver for my mother, who suffers from dementia, taught me the critical importance of estate planning and elder law. This journey prompted a significant shift in my legal practice, which had previously centered on different transactional law areas. Experiencing the consequences of being unprepared for life's uncertainties firsthand, I am now passionately committed to assisting individuals, families, and businesses with strategic planning. My unwavering dedication to serving my family, clients, and community ensures that their well-being remains my top priority. Contact Rhodium Law today for a free consultation. We provide bespoke legal solutions to...
Maria Shinn
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Maria Shinn
Cleveland, OH Estate Planning Lawyer with 27 years of experience
(216) 228-4791 12511 Madison Avenue
Cleveland, OH 44107-5004
Estate Planning, Elder and Probate
Cleveland State University Cleveland-Marshall College of Law
Maria strongly believes that every couple and family, both traditional and non-traditional, deserve the same quality legal services and the same legal protections for themselves and their loved ones. Maria specializes in estate planning, probate administration, elder law and legal services for non-traditional families.
Howard Steven Rabb
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Howard Steven Rabb
Painesville, OH Estate Planning Attorney with 38 years of experience
(440) 352-3391 60 S Park Place
Painesville, OH 44077
Free ConsultationEstate Planning, Bankruptcy, Business and Real Estate
Cleveland State University
Howard Rabb concentrates on estate, general business and bankruptcy matters. He regularly advises clients on business, estate and debt strategies. A lifelong Clevelander, he has a “Superb” AVVO rating.

Estate Planning: Howard’s practice involves an analysis of the goals of the client, an understanding of all relevant family relationships, and a comprehensive list of all of the clients assets. After obtaining this information, he will advise his clients as to whether a living trust or testamentary trust makes sense in order to address probate, distribution, or tax concerns. Typically, the estate planning will include wills, health-care power of attorney, living...
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