The attorneys of Kohnen & Patton have substantial experience representing and advising clients with respect to the administration of estates and trusts and the establishment and administration of guardianships.

Services  include:

  • Probate administration of decedents’ estates in Ohio and Kentucky.
  • Trust funding, administration, distribution, and termination.
  • Representing and advising executors and trustees regarding compliance and legal duties.
  • Assistance with the legal aspects of the management and transfer of real estate and closely-held business interests.
  • Preparation and filing of federal estate tax returns.
  • Preparation and filing of federal and state fiduciary income tax returns.
  • Representation in estate tax audits and appeals.
  • Post-mortem planning to minimize impact of estate and income taxes.
  • Drafting of private settlement agreements and trust reformations to achieve tax and planning objectives.
  • Representation of executors, trustees, and beneficiaries in will contests and other estate and trust disputes.
  • Representation of estates and trusts in disputes and litigation with third-parties.
  • Negotiation and settlement of debts and creditors’ claims, including Medicaid liens.
  • Establishment and administration of legal guardianships and conservatorships for minors and disabled adults.

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