Ohio Estate Planning Lawyers

Bailey Cavalieri, LLC

For more information about estates, trusts and probate, please contact Robert R. Dunn.

Estate planning and probate litigation is an increasingly common area of practice. At the Ohio offices of Bailey Cavalieri, LLC, we are capable of representing you and your family in all matters relating to estate planning, probate, administration and litigation. Our attorneys are dedicated to helping you protect the assets that you have worked all your life to acquire. We assist in creating innovative estate plans that best suit the needs of your family.

Bailey Cavalieri LLC, with legal offices in Columbus and Dayton, Ohio, provides a full range of estate planning services designed to achieve the personal objectives of our clients. Our services include advice on the transfer of our clients' assets in a manner consistent with their personal goals and in the most tax efficient manner. Our skilled Ohio estate planning attorneys have significant experience in succession planning for owners of closely held businesses.

Additionally, Bailey Cavalieri, LLC in Columbus and Dayton, Ohio is a capable of assisting you in a variety of other estate planning matters tailored to meet your needs, including:

• Will preparation
• Revocable and irrevocable trusts
• Powers of attorney
• Living wills
• Charitable giving documents

Our Columbus, Ohio estate planning lawyers assist clients in maintaining the proper titling of assets and will carefully review the income tax, gift tax, estate tax and generation-skipping transfer tax consequences of our planning documents. Bailey Cavalieri, LLC has extensive experience in the preparation of gift tax returns for our clients. We also assist in planning and drafting charitable giving alternatives, including outright charitable gifts, charitable remainder and lead trusts, and charitable gift annuities.

Probate and Trust Practice

At Bailey Cavalieri, LLC, we have extensive experience in the representation of fiduciaries and beneficiaries of estates and trusts. We provide counsel in all areas of estate and trust administration. We prepare the necessary federal and state estate tax returns as well as income tax returns for estates and trusts.

Probate and Trust Litigation

The probate law attorneys at Bailey Cavalieri, LLC have been engaged to represent executors and beneficiaries on a wide variety of issues relating to estate and/or trust administration. We also have experience in litigation with respect to estate, gift and income tax issues for trusts and estates.