The estate planning attorneys at Kohnen & Patton combine their knowledge of tax, property, business and trust law with their intuition, compassion and experience to help their clients formulate and attain their estate planning objectives.

Estate planning involves a relationship of trust between the attorney and the client whereby the attorney, in a confidential environment, listens to your unique needs and advises you on securing your legacy through various means, including:

  • Providing for your loved ones after your death;
  • Reduction or elimination of wealth transfer taxes over multiple generations;
  • Protection of family wealth from future, unknown creditors of you and your heirs;
  • Optimization of charitable giving;
  • Securing the future of a family business through succession planning;
  • Preservation of family privacy; and
  • Empowering appropriate agents to act in your best interests in the event of your incapacity.

Services include:

  • Wills, trusts, powers of attorney, and living wills;
  • Estate and gift tax planning in the U.S. and abroad;
  • Multigenerational planning for families: FLPs, LLCs, GRATs, and Dynasty Trusts;
  • Succession planning for family businesses;
  • Probate avoidance through Living Trusts and other techniques;
  • Advising trustees in the interpretation and administration of trusts; and
  • Charitable Trusts and family foundations.

Bring us your unique story and needs, and we will work thoughtfully to plan your legacy. We will act in harmony with your other professionals, including family office personnel, business or personal attorneys, private bankers, financial and investment advisors, and accountants to ensure the cohesive implementation of your estate plan.

News & Publications

    Trust Assets In Divorce Actions : How to Protect Against a Beneficiary’s Prospective Ex

    Presentation to the Marvin R. Plisken Advanced Estate Planning Institute, Columbus, Ohio September 2016
    ACTEC Annual Meeting, Scottsdale, Arizona, March 2017
    The Cincinnati Bar Association Advanced Estate Planning Institute, Cincinnati, Ohio, March 2017
    The Ohio State Bar Association Family Law Institute, March 2018

    Presentation to the Notre Dame Tax and Estate Planning Institute, South Bend, Indiana, September, 2015 by Michael J. Stegman

    Michael J. Stegman, a partner at Kohnen & Patton LLP, presented “What Clients Want: Asset Protection for Themselves and Their Heirs; Advising on Asset Protection Trusts” to the Notre Dame Tax and Estate Planning Institute in South Bend, Indiana, September of 2012.

    Estate Planning in the Era of High Federal Exemptions, Probability, and No Ohio Estate Tax-2015 OSBA Convention, Sandusky, Ohio