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Estate & Gift Tax Planning

Ohio Estate Tax Planning Attorneys

Nearly every attorney can draft a will and a trust. For wealthy clients, estate tax planning involves sophisticated tax planning issues.

"Trying to create a complex estate plan without knowledge of taxation law is like trying to do brain surgery while wearing a blindfold."

Stephen L. Robison, Board-Certified Tax Law Specialist

The optimum estate plan must factor in the most efficient method for reducing the overall tax burden, including capital gains tax, income tax, gift tax or estate tax.

At The Robison Law Firm in Cincinnati, our estate tax planning attorneys work to understand our clients' overall estate planning and asset protection goals. Our firm provides services ranging from the preparation of wills and trusts to complicated equity shifting partnerships and business succession planning. We implement the most tax-efficient strategies to achieve our clients’ estate planning goals.

We represent estate tax planning clients directly and through professional partners, typically other lawyers and accountants, who consult us on estate planning matters that fall outside of their area of core expertise. We guarantee that your client will remain your client. We provide a non-compete agreement that guaranteeing that we will not represent your client outside of our relationship with you.

Please contact our tax attorneys for assistance in all of your estate planning concerns, including:

  • What will my total tax be?
  • What is the goal of estate planning versus gift planning?
  • What is the purpose of family wealth-transfer strategies?
  • The mathematics of wealth shifting
  • Transfers on death
  • Planning for income taxed at death (IRD)
  • Impact of disclaimers
  • Mechanics of gift splitting
  • Ohio estate and income tax issues
  • Business succession planning charitable giving
  • Trusts as S Corporation shareholders
  • Estate planning with C Corporations
  • Grantor retained annuity trusts
  • Multi-generational transfers
  • How much control can I have over the transfer?
  • Non-traditional families
  • Common mistakes in family limited partnerships
  • Family partnerships
  • Current valuation issues
  • Practical planning for art and collectibles
  • Fractional undivided interests
  • College planning
  • Revocable trusts
  • Irrevocable trusts
  • Common mistakes of life insurance trusts
  • Intentionally defective trusts
  • Self cancelling notes
  • Private annuities
  • The purpose of life insurance
  • Free life insurance: non-recourse premium financing
  • Loss of step up in basis at death

11353 Reed Hartman Hwy., Suite 300 | Cincinnati, OH 45241 | Phone: 513-412-3483 | Fax: 513-412-3482 | E-Mail Us | Directions

From offices in Cincinnati, Ohio, the attorneys of The Robison Law Firm represent clients throughout the nation. Regionally, we are committed to providing quality legal service to clients in southwest Ohio, including residents of Cincinnati, Dayton, Springfield, Lebanon, Hamilton, Loveland, Mason, Columbus, Fairfield, Chillicothe, Hamilton County, Warren County, Adams County, Montgomery County, Clermont County, Butler County, Clark County, Brown County, Clinton County, Preble County, Highland County, Greene County and Fayette County.

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