Ohio Estate Planning, Probate & Trust Administration, and Elder Law Firm
From our office in Sheffield Village, Lee S. Kolczun Co., L.P.A. is committed to providing quality legal representation in the areas of estate planning, probate and trust administration and elder law to clients throughout Northeast Ohio.
Estate Planning
The firm takes great pride in building long-term relationships with clients and offers a personalized, family-oriented approach to estate planning. We start by listening attentively to our clients and investing the time in getting to know you, including your family and financial situation and your goals and planning objectives. Your planning options and possible tax implications will be fully explained to you, in clear and understandable terms. We understand that every client’s situation is unique, and accordingly every estate plan we prepare is tailored to achieve the client’s goals and needs.
The firm offers comprehensive estate planning services, including the preparation of the following:
- Wills
- Living Wills
- Revocable Trusts/Living Trusts
- General Durable Powers of Attorney
- Durable Powers of Attorney for Health Care
- Health Care Directives/Anatomical Gift Documents
Our complete estate planning services include:
- Ensuring that trusts are properly funded with assets and that property is correctly titled
- Planning for the possibility of future incapacity and other contingencies
- Coordination of beneficiary designations on life insurance, retirement benefit plans and other assets with the overall estate plan
Probate Administration
We assist the executor or personal representative of the estate in accomplishing the necessary tasks involved in the probate administration of an estate and guide our clients through the sometimes confusing Ohio probate process. We advise personal representatives on their fiduciary duties and responsibilities, prepare the required court documentation, manage the sale and disposition of real property and other assets as necessary, and assist in re-titling assets as necessary in order to effectively transfer title to the rightful beneficiary. Whether you need assistance with the probate of a small, simple estate, obtaining a Release from Administration, or representation in a large, complex estate involving significant assets, we can help. The firm also represents clients in probate court matters involving guardianships, name changes and adoptions.
Trust Administration
The firm offers complete postmortem trust administration, including post-death tax planning, coordination and updating of estate plans of other family members, and preparation of any documents necessary to effectuate the transfer of assets to the beneficiaries.
Elder Law
The firm routinely counsels and advises seniors, persons with disabilities and their families on an array of legal issues, including long-term care, Medicaid, and estate planning. We work closely with our clients and their families to ensure the highest quality of life for our clients. We often work with clients who are seeking satisfactory alternatives to nursing home placement or need advice in protecting their Medicaid eligibility or determining their Medicare Part D benefits.
Experienced Estate Planning and Probate Representation in Ohio
If you need assistance with an estate planning, probate administration or elder law matter, please contact Lee S. Kolczun Co., L.P.A to schedule a free initial consultation. For your convenience, we are also available on weekends and evenings by appointment.
