Estate Planning Attorneys
KJK’s Estate, Wealth & Succession Planning attorneys assist individuals and businesses with a variety of matters ranging from basic estate plans to more complex business succession arrangements. With convenient offices in Cleveland and Columbus, we involve clients’ accountants, financial advisors, insurance agents and other professional advisors to achieve the client’s overall planning objectives.
Many factors impact how an estate plan can help you and your family to maintain as much of your wealth as possible. The members of our wealth planning group use a variety of sophisticated planning devices to preserve and protect the assets of Ohio families while minimizing the income, estate, gift and generation skipping transfer taxes.
Estate Planning Services
- Asset Protection
- Tax Minimization and Complex Planning
- Business Succession Planning
- Charitable Gift Structures
- Bargain Sales
- Charitable Gift Annuities
- Charitable Lead and Remainder Trusts
- Direct Charitable Gifts
- Elder Law
- Long-Term Care Planning
- Medicaid Planning
- Nursing Home Contract Review & Negotiation
- Estate & Trust Administration
- Family Office Services
- Estate, Trust & Probate Litigation
- Private Foundation Formation & Management
- Special Needs Planning
- Special Needs Trust
- Considerations for special needs care givers
What We Do
Four Pillars of Estate Planning
Estate Planning is about helping our clients find solutions to manage their wealth in a way that assists them in achieving their familial, professional and philanthropic goals. At KJK, this means finding balance in the following areas:
With today’s litigious society, asset protection planning is becoming more and more important. Clients in “high risk” industries – doctors, accountants and attorneys, etc. – are particularly in need of asset protection as lawsuits are not uncommon in their careers.
However, asset protection also includes tax minimization and complex planning, and is therefore not just for those “high risk” clients. Possibly the most overlooked clients in need of asset protection are business owners and those who sign personal guarantees.
Tax Minimization & Complex Planning
Those with high net worth have a lot at stake when it comes to estate planning. Not only do they need to plan for the care of their family in the future, they also need to consider the tax implications they face. There are many factors involved in crafting an estate plan that allow the clients and their family to personally maintain as much of their wealth as possible. The members of our wealth planning group are able to apply a variety of sophisticated planning devices designed to preserve and protect a family’s assets while minimizing the income, estate, gift and generation skipping transfer taxes associated with the lifetime and/or testamentary transfer of wealth. Our experienced attorneys can employ advanced tax minimizing techniques such as installment sales to intentionally defective grantor trusts, grantor retained annuity trusts (GRATs), irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPRTs), limited partnerships and limited liability companies.
Business Succession Planning
Our team helps business owners ensure that success of their company outlasts them. To do this, it’s necessary to have a thorough succession plan outlining who will run the company, how to handle stock and how the day-to-day aspects of the company should be handled. When a key member of a company passes away without creating a succession plan, the future of the company is unpredictable at best. A succession plan for the business is just as important as a personal estate plan.
Charitable Gift Structures
We assist our clients with the integration of their philanthropic objectives in their overall estate plan while achieving the maximum income, gift and estate tax benefits through the use of direct charitable gifts, charitable gift annuities, bargain sales and charitable lead and remainder trusts. Our attorneys are also experienced in the formation and management of private foundations and supporting organizations, with many of us serving as officers and directors for these charitable organizations.
Learn More About Charitable Gift Planning
Planning for the Future:
KJK’s Elder Law attorneys guide clients and their families through the often difficult and overwhelming process of planning for the long-term care of an elderly loved one. Whether planning for mom and dad or other close family members or friends, ensuring that a loved one’s medical and financial needs are taken care of is crucial.
Annual Estate Plan Review
KJK understands that change happens, including when it comes to your assets, needs and goals. We provide our clients with a complimentary estate plan review every year to assess your current plan and ensure you’re securing your legacy for the future.
Estate, Wealth & Succession Planning
Kevin J. Lenhard
Erika F. Apelis
Samir B. Dahman
Jon J. Pinney
Kevin T. O'Connor
Peggy S. Beistel
Kyle D. Stroup
“I have had, on two separate occasions, hired Mrs. Apelis to do estate planning and incorporation work. She’s professional, accessible, prompt and thorough. She answered all of our questions in detail and made us feel confident that we were being well represented.”
— Bob & Janet Lash
ESTATE PLANNING CLIENT