Estate Planning and Probate

Most people, regardless of the extent of their assets, are concerned with developing a plan that will transfer their property at death. In fact, the development of such a plan is crucial to most families' long-term financial security. Our clients come to us for the full spectrum of trust and estate issues including (i) the preparation of estate planning documents including: wills, trusts, durable powers of attorney, advance health care directives; (ii) sophisticated estate and gift planning strategies including: family limited partnerships, charitable lead and charitable remainder trusts, life insurance trusts, grantor retained annuity and unitrusts, qualified personal residence trusts and sales to intentionally defective grantor trusts; (iii) business succession planning; (iv) tax planning, including charitable giving and tax-exempt organizations; (v) administration of decedents' trusts and estates, including advising executors, personal representatives, and trustees, and by serving in those capacities directly; and (vi) probate litigation.

Our attorneys work with individuals and families to deliver a high level of service and expertise in a cost-effective manner. If you would like additional information regarding the legal services provided by the Estate Planning Group attorneys at Dubyak Nelson, please contact Doug Nelson at 216-364-0511 or at dnelson@dubyaknelson.com.