Columbus, Ohio, Certified Specialist Trust & Estate Planning Lawyer

--Conveniently Located in Uptown Westerville

Kaye P. Willi and Julie E. MurawskiAt Willi Law Office, LLC, we protect the financial and future security of individuals, families and family-owned businesses through estate and business succession planning. With our strategic planning process, we can protect you and your family-owned business against unnecessary tax obligations, create trusts to secure your loved ones, and plan for and facilitate the orderly transition of your family-owned business to the next generation.

We are committed to personal and responsive legal services, whether through advice, representation, or instruments, to ensure that you achieve your goals in an individualized yet cost-effective way. Contact us to schedule consultation or case evaluation.

Our law office is focused on the unique needs of families and family-owned businesses as they prepare for the future. We use effective planning techniques to ensure that your loved ones have the information and resources they need and that your wishes and interests are protected after incapacitation or death. Through a comprehensive review of your estate, we will identify your immediate and future needs and explore all of your estate and business succession planning options.

We use state-of-the-art probate, tax and estate planning software, which enables us to deliver timely and accurate results in an efficient and cost-effective manner.

In addition to estate planning, we also assist in addressing legal issues surrounding the death or incapacity of a loved one. At such stressful times, we provide trusted advocacy to help you navigate the probate process quickly and effectively. We take the time to understand your individual and unique planning or administration needs, and we are dedicated to delivering an effective and efficient resolution to your case.

At Willi Law Office, LLC, we don't attempt to do it all. So that we can provide high quality service to all of our clients, we limit our practice to what we know and do best. This includes the following practice areas:

Estate and Wealth Transfer Planning

  • Wills and Living Trusts
  • A-B and Q-Tip Trusts
  • Special Needs Trusts
  • Premarital Agreements
  • Irrevocable Life Insurance Trusts
  • Living Wills and Health Care Proxies
  • Qualified Personal Residence Trusts
  • Grantor Retained Annuity Trusts

• Small Business Law and Business Succession Planning

  • Entity Formation & Business Start-ups
  • Corporations, LLCs & FLPs
  • Buy-Sell Agreements

Probate and Trust Administration

  • Probate in all 88 Ohio Counties
  • Federal and Ohio Estate Tax Returns
  • Federal and Ohio Fiduciary Income Tax Returns
  • Decedent's Final 1040 and IT-1040 Returns

• Estate and Income Tax Planning

  • Strategic tax planning to avoid income, estate and capital gains taxes
  • Strategic tax planning for IRAs, annuities, and qualified retirement plans
  • Strategic tax planning for family-owned businesses and farms
  • Post-mortem tax planning and disclaimers

• Charitable Gift Planning

  • Charitable Remainder Trusts
  • Donor Advised Funds
  • Charitable Gift Annuities
  • Charitable Planning for Retirement Assets

• Special Situations

  • Guardianships
  • Blended Families
  • Disabled Children
  • Non-Citizen Spouses
  • Wrongful Death Actions

Contact us to schedule a consultation with a Columbus, Ohio, OSBA Board Certified Specialist in estate planning, trust and probate law.

Willi Law Office, LLC
167 S State St Suite 150
Westerville, OH 43081-2282
Phone: (614) 890-0500
Fax: (614) 340-7103

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Willi Law Office LLC Westerville OH

Willi Law Office, LLC is located in Westerville, Ohio and serves clients throughout Central Ohio in Franklin County, Delaware County, and Licking County, including Columbus, Westerville, New Albany, Sunbury, Worthington, Minerva Park, Gahanna, Lewis Center, Delaware, Powell, Newark, Granville, Galena, Pickerington, Pataskala, Dublin, Upper Arlington and Hilliard.

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