As an attorney in KJK’s Estate, Wealth & Succession Planning group, Christine Sabio Socrates (“Tina”) brings over 25 years of experience in estate planning and probate law, serving a diverse clientele including individuals, married couples, professionals, and business owners. Her extensive experience spans from handling modest estates to managing large and complex estates. Tina’s services encompass a broad range of needs, from drafting simple wills and powers of attorney to creating revocable trusts and sophisticated trust planning. She aims to meet specific objectives such as wealth transfer, business succession, asset protection, charitable giving, and minimizing estate tax liabilities.
Tina adopts a collaborative approach, working closely with clients and their financial, insurance, and accounting advisors to craft the most suitable plans for their needs. In addition to estate planning, she is highly skilled in probate and trust administration, as well as in adoption and guardianship cases, representing fiduciaries across multiple counties in Ohio. She is committed to delivering high-quality representation efficiently and effectively.
Qualified Small Business Stock (QSBS) offers business owners significant federal tax benefits of exclusion of up to $10 million or ten times the stock's basis in capital gains, whichever is greater. The stock must be held for at least five years prior to a sale. This...
The recent death of legendary actor, Gene Hackman, age 95, and his wife Betsy Arakawa, age 65, has brought attention to the complexities surrounding their estate and illustrates the need for proper estate planning. At his death, Gene Hackman had an estate worth...
As it was famously sung about the Brady Bunch, you knew it was much more than a hunch and now your group must somehow form a family. Like the Brady Bunch, blended families consist of a couple and their children from previous relationships. Forming this blended family...
