Planning your estate is one of the most important decisions you will make for your family and your legacy. Kohnen & Patton’s Cincinnati estate planning attorneys bring together expertise in tax law, trust and estate law, and business succession planning to help clients across Ohio, Indiana, and Kentucky protect their wealth and their wishes. Whether you need a will, a living trust, powers of attorney, or a comprehensive multigenerational plan for a family business, our attorneys approach every engagement with the care and precision your situation deserves.

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.

 

Download Our K&P Estate Planning Welcome Packet

This welcome packet is designed to provide you with essential information about the key documents that make up an estate plan, including wills, trusts, powers of attorney, and healthcare directives. Inside, you’ll find a clear explanation of what each document entails and how it contributes to your overall estate plan. Additionally, we outline our process for creating a personalized estate plan, from initial consultation to finalizing your documents.

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.

To find out how Kohnen & Patton can assist you with your unique Estate Planning needs:

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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

    Protecting and Preparing for the Future
    Integrating Asset Protection into your Estate Planning Practice

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

    What Clients Want: Asset Protection for Themselves and their Heirs; Advising on Asset Protection Trusts

    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