Wealth Preservation, Estates and Trusts

wealthYou’ve worked hard for all that you have. It must be protected; you and your family deserve that.

And yet, the ins and outs of preserving your assets can be complicated and cumbersome. That’s why you need an attorney who is not only well-versed and highly experienced in wealth management, asset management, and estate planning, but you need one worthy of your trust. We have that attorney for you.

 

Spengler Nathanson (among its many areas of practice) is the area’s leading estate planning law firm. And that means our experienced attorneys know just how to protect your future.

 

You can learn more about each area of expertise by clicking any of the links below. When you’re ready to learn more and discuss your specific wealth management goals, we’re here for you.

 

Asset Protection

There are various means to utilize to protect client assets. Our preferred approach is to be proactive and establish a plan in advance of any credit problems. We also work with clients who are facing imminent creditor problems to preserve assets.

 

Attorneys who can assist you:
James C. Anderson
Thomas A. Lupica
Michael W. Bragg
J. Peter Millon
Nicolas A. Linares
Larry G. Calcamuggio

Elder Law

We work with clients and their caregivers, where applicable, to provide the appropriate means to protect elderly clients from potential problems. We also work with elderly clients who have not done the appropriate planning to protect the person and estate from abuse.

 

Attorneys who can assist you:
James C. Anderson
Thomas A. Lupica
Michael W. Bragg
J. Peter Millon
Nicolas A. Linares
Larry G. Calcamuggio
David G. Wise

Estate Planning

We offer a full array of estate planning services, wills, various types of trusts, limited liability companies, and family limited partnerships, as well as generation skipping tax planning and tax return preparation.

 

Attorneys who can assist you:
James C. Anderson
Richard E. Wolff
Thomas A. Lupica
Michael W. Bragg
Nicolas A. Linares
Larry G. Calcamuggio
David G. Wise

 

Family Limited Partnerships

 

These are prepared in conjunction with wills and trusts as well as part of the asset protection process, where appropriate. With careful planning, and a legitimate business purpose, a family limited partnership can be a very effective way to achieve the leveraged transfer of assets from one generation to the next.

 

Attorneys who can assist you:
Thomas A. Lupica
Richard E. Wolff
J. Peter Millon
David G. Wise

Guardianships

We establish and represent guardianships of the person and estate.

 

Attorneys who can assist you:
James C. Anderson
Patricia H. Kurt
Tonya M. Robinson
Stephen M. Szuch
David G. Wise

Living Wills

We prepare living wills and health care power of attorneys, anatomical gift registry documents, as well as the burial representation document, where appropriate.

 

Attorneys who can assist you:
James C. Anderson
Richard E. Wolff
Michael W. Bragg
Thomas A. Lupica
Jennifer A. McHugh
Nicolas A. Linares
Larry G. Calcamuggio

Medicaid

 

As with so much of the law in this area, we work with clients in the application of Medicaid law with the primary focus being on planning in advance of the need for Medicaid assistance.

 

Attorneys who can assist you:
James C. Anderson
J. Peter Millon
Nicolas A. Linares
David G. Wise

Powers of Attorney

We prepare living wills and health care power of attorneys, anatomical gift registry documents, as well as the burial representation document, where appropriate.

 

Attorneys who can assist you:
James C. Anderson
Michael W. Bragg
Thomas A. Lupica
Richard E. Wolff
Jennifer A. McHugh
Nicolas A. Linares
Larry G. Calcamuggio
David G. Wise

Probate

There are two aspects to our representation in this area of the law. First, we represent the estate representative in the administration of the estate including all tax return preparation. Second, we also represent heirs in monitoring estates where there are issues with the designated estate representative and in wills/trusts contests and actions to recover assets belonging to an estate, a trust, or other individual.

 

Attorneys who can assist you:
James C. Anderson
Richard E. Wolff
Michael W. Bragg
Tonya M. Robinson
Nicolas A. Linares
Larry G. Calcamuggio
David G. Wise

Retirement Planning

Our attorneys utilize a comprehensive approach to retirement planning and wealth preservation. We examine and help to guide our clients’ investments, tax plans, business succession plans, trust plans, and charitable inclinations.

 

Our attorneys develop plans to minimize and, in some cases, eliminate federal and state gift and estate taxes. In some cases, a very simple plan is all that is needed, while in others, a very creative and sophisticated plan will be used to achieve your goals, both now and in connection with generations to come.

 

Attorneys who can assist you:
James C. Anderson
Richard E. Wolff
Nicolas A. Linares
Larry G. Calcamuggio
David G. Wise

Trusts

 

Trusts are an effective, and in many cases, a necessary part of a good estate plan. Trusts can be used to protect assets, transfer assets, control assets, and disburse assets. Our attorneys are experienced in the following types of trusts: revocable and irrevocable trusts, living trusts, irrevocable life insurance trusts (ILITs), intentionally defective grantor trusts (IDGTs), generation skipping trusts, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), dynasty trusts, charitable trusts (both lead and remainder), and grantor retained income trusts (GRITs).

 

Attorneys who can assist you:
James C. Anderson
Michael W. Bragg
Richard E. Wolff
Nicolas A. Linares
Larry G. Calcamuggio
David G. Wise

Wealth Preservation

Our attorneys have extensive experience in connection with the use of creative and sophisticated techniques and plans to help you retain the wealth you have accumulated, while also planning for the transfer of that wealth to the next generations while minimizing or eliminating the tax you might otherwise have to pay in connection with a transfer upon your death.

 

Attorneys who can assist you:
James C. Anderson
Thomas A. Lupica
Richard E. Wolff
J.Peter Millon
Nicolas A. Linares
Larry G. Calcamuggio
David G. Wise

Wills

Our attorneys have extensive experience in helping clients plan for the timely, efficient and orderly disposition of their assets upon their death. We can also help guide you through the many decisions you will have to make in connection with the disposition of those assets, and advise you how to maximize the assets which are transferred and minimize the taxes which are paid.

 

Attorneys who can assist you:
James C. Anderson
Michael W. Bragg
Thomas A. Lupica
Richard E. Wolff
Jennifer A. McHugh
Nicolas A. Linares
Larry G. Calcamuggio

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Four SeaGate, Suite 400
Toledo, Ohio 43604-2622