Protect What Matters Most—with Confidence and Compassion
At Meyers Roman, we help you plan for the future with care, precision, and empathy. Whether you’re safeguarding your family’s legacy or preparing your business for transition, our Estate Planning & Probate attorneys provide customized strategies to ensure your wishes are honored and your assets protected.
Thoughtful Estate Planning
More Than Documents—It’s About Trust, Family, and Legacy
We take time to understand each client’s unique situation, concerns, and relationships. Our services include:
- Wills, trusts (revocable, irrevocable, charitable, insurance-based, generation-skipping)
- Powers of attorney, healthcare directives, and living wills
- Family limited partnerships and buy-sell agreements
- Asset titling and beneficiary designations
- Guardianships and conservatorships
- Tax planning to minimize estate, gift, and generation-skipping tax burdens
We also offer robust business succession planning to ensure smooth transitions upon retirement, sale, disability, or death.
Probate & Trust Administration
Efficient Guidance During Emotional Times
Our team provides steady support for fiduciaries managing estates and trusts. We assist with:
- Administration and asset distribution
- Preparation of estate tax returns
- Legal representation in probate litigation, including:
- Will contests
- Undue influence and fiduciary misconduct claims
- Tax controversies and dispute resolution
We emphasize empathy and discretion, resolving matters with minimal disruption to grieving families.
Specialized Knowledge. Holistic Support.
Our attorneys bring a depth of knowledge across related legal fields — business, tax, real estate — to create comprehensive solutions. Several team members hold specialized certifications, including recognition as Federal Taxation Law specialists by the Ohio State Bar Association.
Representative Services
- Estate Planning – Wills & Trusts, Powers of Attorney, Living Wills
- Asset Protection – Succession Planning, Tax Strategy, Family Business Planning
- Charitable & Legacy Giving – Charitable Trusts, Philanthropy Strategies
- Estate Litigation – Fiduciary Conduct Claims, Will Challenges, Tax Disputes
- Administration Support – Probate & Trust Administration, Asset Distribution
Plan With Purpose. Let’s build a personalized estate plan or guide you through trust administration with clarity and care. Contact us to schedule a confidential consultation.
