Estate Planning, Probate, Trust Administration and Tax
Crabbe, Brown and James’ Trusts and Estate attorneys represent clients throughout the State of Ohio. We offer a full range of services, from creating the most basic wills and revocable trusts to implementing the most sophisticated estate plans.
At Crabbe, Brown & James, our attorneys work with clients of all sizes and net worth to address and plan for the challenges relating to transfers of wealth and estate planning. We help individuals, traditional and non-traditional families, and businesses navigate complex issues of tax, probate, and trusts. We represent our clients in these matters before the courts, the Internal Revenue Service, the Ohio Department of Taxation, and other governmental agencies. We create comprehensive and reliable plans for our clients that cover life, death, marriage, retirement, and any other unanticipated situations that might come their way, all while paying considerable attention to each client’s unique assets and personal objectives.
Our attorneys are highly knowledgeable, experienced, and well-versed in the complex laws and regulations that accompany tax planning, probate, and estate transfers. Above all, we strive to honor our clients’ particular needs as we design and structure estate plans. We prepare customized legal documents for flexible and seamless transitions, taking into account tax obligations, charitable intentions, short-term and long-term goals, ever-shifting family dynamics, evolving economic circumstances, and potential changes in the law.
At Crabbe, Brown & James, we pride ourselves on the highest level of professionalism and our unparalleled client service, and we do not take for granted the personal and sensitive considerations that planning for the future may require. More importantly, we value the trust and confidence that our clients bestow on us as we navigate their end goal. We are very mindful of the fact that our clients entrust us not only with sensitive financial information, but also with their innermost desires for their family.
Estate Planning and Business Succession Planning
Our attorneys are experienced in listening to our clients’ wishes and designing an estate plan specifically suited for them. We assist clients in implementing their estate plans and work with other professional advisors such as accountants, insurance agents, and financial advisors to ensure that each estate plan is fully carried out. We also assist clients in transitioning their businesses to the next generation.
Income Tax Advice and Compliance
We provide tax advice in the areas of income, gift, estate, and generation-transfer taxes. We also prepare and file tax returns with the Internal Revenue Service and the Ohio Department of Taxation and represent clients in disputes with taxing authorities.
We represent individual and corporate executors and administrators in estate administration proceedings in all counties in Ohio. We are very mindful of probate legal fees that an estate may incur. As such, we do not unduly prolong the probate process. We have opened and closed estates in as little as 1 to 3 days, transferring title to assets in the name of the decedent to the decedent’s heirs. Our clients have told us, time and time again, that they appreciate the efficiency and compassion with which we provide them the service they need, at one of the most vulnerable time in their lives.
One of the goals of estate planning is the avoidance of probate. For clients who do not require probate as a result of our fully-implemented estate plan, we assist in the administration of trusts as needed. We serve as general counsel to trustees and advise them on issues related to funding and distribution.
Attorneys Practicing in this Area
“Eileen Bower created new estate planning documents for my husband and I. Little did I know at the time, that within six years, I would lose my husband and would need Eileen to actually execute the various components of our documents. She easily accomplished the task of setting up trusts for my children and myself, and brilliantly handled the various details associated with this project. Through the months, Eileen and I became friends, as I learned how reassuring it can be to have a lawyer who understands all the emotional complexities associated with this situation.”
– Beneficiary of Husband’S Estate
“After having our second child my wife and I felt like we really needed to get our estate planning in order. On the recommendation of a friend, we contacted Eileen Bower at Crabbe, Brown & James and we couldn’t be happier. Eileen took the time to get to know our family, then patiently walked us through the estate planning documents that we needed. She took what could have been a difficult, confusing process for us and made it simple and stress-free.”
– Couple with Young Children
“…The estate was closed in Probate in 8 short days, due to Eileen’s knowledge and guidance through the Probate process. Yet what impressed me the most about both Ms. Bower and Crabbe, Brown & James was their compassion and helpfulness at a time when I was truly overwhelmed. My sincere thanks to everyone at Crabbe, Brown & James.”
– Executor of Husband’S Estate
“I would like to commend Eileen Bower for her excellent assistance in helping me to receive two very old life insurance policies for my late mother and father. She helped me through the complicated process step by step and skipped all the legal jib-jab and talked to me so that I understood everything. Contrary to the normal long waiting time of administering an estate, she opened and closed the estate in one day. I strongly recommend her as an attorney!”
– Executor of Parents’ Estate
“My wife and I have utilized the services of Eileen Bower extensively . . . Eileen did an excellent job in each and every instance. Her background includes working for a major accounting firm. Consequently, she has a solid understanding of accounting and financial planning issues. This, coupled with her legal expertise and personal integrity, makes her uniquely qualified as a lawyer. I highly recommend her.”
– Retired Business Owner