Estate & Trust Administration

Our team of attorneys at Hickman & Lowder provides counsel on a wide variety of individual, family and related business issues. Our clients appreciate our ability to take an in-depth look at their assets, review tax situations and recommend estate planning programs that transfer assets while minimizing tax consequences. We are proud to have helped thousands of people through trying times and difficult circumstances, and we are always confident that we can help clients reach their financial goals.

Hickman & Lowder attorneys assist fiduciaries in Ohio with preparation of probate documents, preparation of estate tax returns, and resolution of controversies with beneficiaries and the tax authorities. Some of our estate administration services include:

•  Decedent's final income tax returns
•  Estate tax planning
•  Probate court filings
•  Estate tax return preparation
•  Estate accounting and bookkeeping
•  Fiduciary income tax returns
•  Asset transfers

Our attorneys are also well-versed in all matters involving trust administration, whether it be an irrevocable or revocable trust, special needs trust or medicaid payback trust. We are happy to assist our clients in the formation of their trusts, selection of trustees and the proper funding of trusts.

Although our attorneys supervise all dealings with the probate court and financial institutions, the paralegals at Hickman & Lowder are experienced professionals who save the estate and/or trust additional fees by managing accounting, bookkeeping and tax preparation for our clients.

For more information on probate administration, please contact:

• Janet L. Lowder
• Amanda M. Buzo
• Lisa M. Montoni
• Sandra J. Buzney
• Carol J. Culley, Paralegal
• Carmen M. Verhosek, Paralegal

Frequently Asked Questions about Estates and Trusts

Useful Links to other web sites