Practices
- Alternative Dispute Resolution Services
- Business Restructuring, Bankruptcy & Commercial Law
- Business Transactions & Corporate Counseling
- Construction Contracting & Disputes
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- Clean Air Act
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- Litigation & Information Management
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- Tax - Business & Corporate
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- Trusts & Estates
Trusts & Estates
We believe that the foundation of a sound attorney-client relationship is trust and confidence. With this in mind, we work hard to develop strong personal relationships with our clients and assist in educating them in a meaningful way about their estate and succession planning options and opportunities.
When our clients realize that without a properly structured estate, a significant portion could be lost to taxes of one kind or another, they often tell us they wish they had started planning sooner. We believe that planning should begin as soon as a person reaches adulthood. Making estate planning a lifetime priority enables a person to take advantage of vehicles such as trusts, partnerships and tax-sheltered accounts that will not only benefit them while they are alive, but also leave their estate in good shape for transfer to their family upon their death.
Brouse McDowell is known for representing a wide array of individuals and families with closely held businesses and substantial wealth and real estate holdings. Adapting to today’s challenging tax climate, we have developed sophisticated wealth management techniques to defend our clients’ family and individual wealth from erosion by taxes, while ensuring that their companies will be passed on to the next generation in sound condition.
Our clients often seek our advice concerning charitable giving, charitable trusts and questions involving tax-exempt entities such as private foundations. We have organized numerous private family foundations, created and advised public charities and structured gifts to those organizations.
With an intimate understanding of a client’s personal objectives and a strategy for asset distribution established, we provide the technical assistance necessary to preserve the assets and execute the plan according to the client’s wishes. Upon the client’s death, we assist in the administration of the estate and the final tax work involving estate tax returns and income taxation of the client’s estate and/or trust.
- Overview
Trusts & Estates
We believe that the foundation of a sound attorney-client relationship is trust and confidence. With this in mind, we work hard to develop strong personal relationships with our clients and assist in educating them in a meaningful way about their estate and succession planning options and opportunities.
When our clients realize that without a properly structured estate, a significant portion could be lost to taxes of one kind or another, they often tell us they wish they had started planning sooner. We believe that planning should begin as soon as a person reaches adulthood. Making estate planning a lifetime priority enables a person to take advantage of vehicles such as trusts, partnerships and tax-sheltered accounts that will not only benefit them while they are alive, but also leave their estate in good shape for transfer to their family upon their death.
Brouse McDowell is known for representing a wide array of individuals and families with closely held businesses and substantial wealth and real estate holdings. Adapting to today’s challenging tax climate, we have developed sophisticated wealth management techniques to defend our clients’ family and individual wealth from erosion by taxes, while ensuring that their companies will be passed on to the next generation in sound condition.
Our clients often seek our advice concerning charitable giving, charitable trusts and questions involving tax-exempt entities such as private foundations. We have organized numerous private family foundations, created and advised public charities and structured gifts to those organizations.
With an intimate understanding of a client’s personal objectives and a strategy for asset distribution established, we provide the technical assistance necessary to preserve the assets and execute the plan according to the client’s wishes. Upon the client’s death, we assist in the administration of the estate and the final tax work involving estate tax returns and income taxation of the client’s estate and/or trust.
- Attorneys
- News
December 29, 202315 Brouse Attorneys Named 2024 Ohio Super Lawyers and Rising Stars
November 02, 2023Brouse McDowell Recognized in Best Lawyers "Best Law Firms" in 23 Metropolitan Practice Area Rankings
August 17, 2023The Best Lawyers in America 2024 Recognizes 24 Brouse Attorneys in 28 Practice Areas and 3 Attorneys as "Ones to Watch"
May 02, 2023Brouse McDowell Partner Chris Teodosio Speaks about Writing a Will on HCF Panel
December 29, 202224 Brouse Attorneys Named 2023 Ohio Super Lawyers and Rising Stars
November 03, 2022Brouse McDowell Recognized by U.S. News & World Report's "Best Law Firms" 2023 in 29 Metropolitan Practice Area Rankings
August 18, 2022The Best Lawyers in America 2023 Recognizes 27 Brouse Attorneys in 32 Practice Areas and 5 Attorneys as "Ones to Watch"
June 17, 2022Lori Kilpeck Sworn in as Lake County Bar Association President
March 14, 2022Brouse McDowell Welcomes New Partner, George Millich, Jr.
December 30, 202130 Brouse Attorneys Named 2022 Ohio Super Lawyers and Rising Stars
November 04, 2021Brouse McDowell Recognized by U.S. News & World Report's "Best Law Firms" 2022 in 26 Metropolitan Practice Area Rankings
August 19, 2021The Best Lawyers in America 2022 Recognizes 28 Brouse Attorneys in 32 Practice Areas and 6 Attorneys as "Ones to Watch"
February 01, 2021Brouse McDowell Welcomes Gina-Bevack Ciani to the Firm
January 14, 2021Brouse McDowell Welcomes Two New Attorneys to the Firm
December 09, 202022 Brouse Attorneys Named 2021 Ohio Super Lawyers and Rising Stars
November 05, 2020Brouse McDowell Receives 29 Practice Area Rankings in US News - Best Lawyers "Best Law Firms" 2021
October 30, 2020Partner Lori Kilpeck Presents at the CMBA's 47th Annual Estate Planning Institute CLE
September 01, 2020Brouse McDowell Welcomes Addition of Family Law Partner Jennifer Himmelein
August 20, 2020The Best Lawyers in America 2021 Recognizes 28 Brouse Attorneys in 33 Practice Areas and 4 Attorneys as "Ones to Watch"
January 21, 2020Brouse McDowell Welcomes Two New Partners to the Firm
December 09, 201927 Brouse McDowell Attorneys named 2020 Ohio Super Lawyers and Rising Stars
November 01, 2019Brouse McDowell Earns 24 Practice Group Rankings by U.S. News -- Best Lawyers "Best Law Firms"
August 15, 2019Twenty-eight Brouse McDowell Attorneys Recognized in 33 Practice Areas to The Best Lawyers in America 2020
November 02, 2018Brouse McDowell Secures 19 Practice Area Rankings in "Best Law Firms" 2019
August 15, 201825 Brouse McDowell Attorneys Recognized in 19 Practice Areas to The Best Lawyers in America 2019
- Seminars & Events
June 23, 2020Trusts & Estates Webinar Series: Estate Planning for Special Circumstances
June 16, 2020Trusts & Estates Webinar Series: Estate Planning Tools To Protect You and Your Spouse
June 09, 2020Trusts & Estates Webinar Series: Facts You Need To Know About Your Estate Plan and Taxes
May 05, 2020Trusts & Estates Webinar Series: Wills and Trusts - The Basics
April 28, 2020Trusts & Estates Webinar Series: Why I Should Have An Estate Plan
April 21, 2020Trusts & Estates Webinar Series: What You Need To Know About Powers of Attorney
April 25, 2013Asset Protection Seminar
- Client Advisories
October 20, 2022Trusts and Estates Alert: National Estate Planning Awareness Week
August 21, 2020Client Alert: The SECURE Act May Impact your Beneficiary Designations
March 24, 2020Estate Planning Alert: Ohio Law Compliance - Signing Documents in the Midst of the Current Pandemic
November 08, 2018Client Alert: New Bright-Line Test for Ohio Income Tax Purposes
April 26, 2017Estate Planning Client Alert
- Articles
November 21, 2022Lori Kilpeck Discusses the Benefits of Establishing Trusts to Preserve Assets for Cleveland Jewish News
February 01, 2021Brouse McDowell Featured in Youngstown Business Journal's 2021 Growth Report
March 15, 2019Estate plans should be updated regularly
June 16, 2017Have You Had Your Estate Plan Recently Revisited?
May 02, 2013New Ohio Asset Protection Statute
March 05, 2013Asset Protection
- Blogs
Trusts & Estates Blog
RE&C Blog
May 16, 2023Trusts & Estates Blog: Postnuptial Agreements are Now an Estate-Planning Tool for Ohio Practitioners
September 21, 2022Trusts & Estates Blog: What You Should Know About the REAL ID (or Federally Compliant Driver's License)
June 21, 2022Trusts & Estates Blog: Estate Planning for Individual Retirement Accounts Under the SECURE Act
March 18, 2022Trusts & Estates Blog: Taxes and Your Estate Plan
November 16, 2021Trusts & Estates Blog: Proposed Tax Legislation Affecting Your Estate Plan
October 20, 2021Trusts & Estates Blog: National Estate Planning Awareness Week (October 18, 2021-October 24, 2021)
July 27, 2021Trusts & Estates Blog: Minimize Your Tax Burden With a Spousal Lifetime Access Trust
May 18, 2021Trusts & Estates Blog: Estate Planning and Prenuptial Agreements
April 20, 2021Trusts & Estates Blog: Young Adults and Estate Planning
March 16, 2021Trusts & Estates Blog: What You Need to Know - Potential Tax Changes Affecting Estate Planning
Business Blog
December 18, 2020Business and Trusts & Estates Blog: Year-End Gifting For 2020 and CARES Act Considerations
December 18, 2020Business and Trusts & Estates Blog: Year-End Gifting For 2020 and CARES Act Considerations
April 9, 2020Trusts & Estates Blog: Why You Need an Estate Plan
March 18, 2020Trusts & Estates Blog: The Six Major Provisions of the SECURE Act
February 13, 2020Business Blog: Before You Say "I Do" to Your Business Partner, Consider a Business "Prenup" - 5 Reasons You Need a Buy-Sell Agreement Today
- Podcast