Estate, Wealth & Succession Planning

KJK’s dedicated team of Estate Planning Attorneys is committed to providing comprehensive services for individuals and businesses seeking effective solutions for their wealth and succession planning needs.  With convenient offices in Cleveland and Columbus, our skilled team of attorneys offer guidance on a spectrum of matters, from fundamental estate plans to intricate business succession arrangements as well as estate, trust & probate litigation if necessary.

Our Estate Planning Attorneys understand the significance of a well-rounded approach, and that’s why we collaborate closely with clients’ accountants, financial advisors, insurance agents, and other professional advisors. This multi-disciplinary strategy ensures a holistic perspective to achieve the client’s overarching planning objectives. Ohio families entrust us with their wealth preservation, and we deploy a range of sophisticated planning devices. These devices are designed not only to safeguard your assets but also to minimize the income, estate, gift and generation skipping transfer taxes. We work with fiduciaries to ensure they are performing their required duties relating to the entities such as trusts formed.

At KJK, our estate planning attorneys understand that every estate plan is unique. Our Estate, Wealth & Succession practice group is here to guide you through every step of the process, ensuring that your needs and objectives are met with precision and care.

Estate Planning revolves around guiding our clients in crafting strategies to effectively navigate and preserve their wealth, enabling them to realize their familial, professional, and philanthropic goals. At KJK, this means finding balance in the following areas:

With today’s litigious society, asset protection planning is becoming more and more important. Clients in “high risk” industries – doctors, accountants and attorneys, etc. – are particularly in need of asset protection as lawsuits are not uncommon in their careers.

However, asset protection also includes tax minimization and complex planning, and is therefore not just for those “high risk” clients. Possibly the most overlooked clients in need of asset protection are business owners and those who sign personal guarantees.

Our team is skilled at business succession planning, guiding business owners to secure the longevity of their companies beyond their own tenure. A robust succession plan is imperative, encompassing crucial elements such as:

We work closely with business owners to determine who will take the reins, how stock will be managed, and the protocols for day-to-day operations. Without a well-crafted succession plan, the passing of a key company figure can cast uncertainty over the future of the business. We emphasize that a business succession plan is just as indispensable as a personal estate plan, ensuring a seamless transition and continuity for the success of your enterprise.