Tax, Trusts & Estates

Crabbe, Brown and James' Tax, Trusts and Estate attorneys represent clients throughout the State of Ohio. We offer a full range of services from the most basic Wills and Revocable Trusts to the most sophisticated estate plans. We are experts in estate and gift tax planning, post-mortem tax planning, inter vivos and testamentary trusts, life insurance planning, generation-skipping planning, and probate and administration of trusts and estates. The following are examples of our Firm's Tax, Estates and Trust practice:

• Designing and preparing estate plans aimed at optimum tax savings;
• Administering estates(from estates under $5,000 to estates in excess of $20 million);
• Counseling clients in all aspects of federal and Ohio estate and income tax planning;
• Representing the fiduciary by advising corporate and individual fiduciaries with respect to the administration of trusts and estates, post-mortem planning, tax return preparation and litigation involving the fiduciary;
• Handling estate and succession planning for owners of closely held businesses including counseling resulting in tax efficient transfers of closely held businesses;
• Estate planning for large retirement assets such as 401(k) and Traditional and Roth IRAs