Estate Planning, Trust Administration and Probate

Cleveland Estate Planning Attorney

The estate planning services offered by our firm focuses largely on asset allocation and protection. We represent generations of families with complex estate planning needs. At Waldheger • Coyne, we get to know our clients on a personal as well as professional level. When you choose our firm for help with your estate planning, you are choosing a firm that will take an active approach toward protecting and distributing your assets.

Are you in interested in meeting with an estate planning lawyer from Waldheger • Coyne?  Contact our firm today to arrange your consultation.

Comprehensive estate planning services

Our clients include physicians, dentists, executives, business owners and a number of other professionals. Our clients are driven individuals in virtually every aspect of their lives—with no exception as to their finances. Our firm provides personal planning for the various components of an individual’s or couple’s estate. We help clients design a strategy that will ultimately protect their assets and ensure their wishes are followed regarding the distribution of their property. Our estate planning services include the following:

  • Wills
  • Trusts
  • Revocable trusts
  • Irrevocable trusts
  • Life Insurance trusts
  • Family (joint) trusts
  • Legacy trusts
  • Dynasty trusts
  • Pet trusts
  • Qualified domestic trusts
  • Grantor retained trusts (GRATs)
  • Private settlement agreements
  • Charitable trusts
  • Business succession planning
  • Asset protection planning
  • Federal estate and gift tax planning
  • Wealth transfer planning
  • Domestic partners planning
  • Second marriage planning
  • Family limited partnerships
  • Powers of attorney
  • IRA distribution planning
  • Transferring assets outside of probate
  • IRS and Ohio Estate tax audits

Trust administration

A large part of our practice involves establishing and administering trusts. We approach trusts on various levels—representing both people who are interested in establishing trusts for loved ones as well as the beneficiaries of trusts. Additionally, we represent people in litigation regarding trusts during estate administration.

Probate litigation

Disputes can arise over any number of matters during the probate process. These disputes can involve trusts and will contests. Our attorneys have experience representing fiduciaries, trustees and heirs involved in trust and probate disputes. Our personalized services allow us to quickly identify our clients’ needs and work toward efficient and successful results. For more information about our estate planning practice, call 440.835.0600.