Best Lawyers in Ohio, United States for Trusts and Estates

As the second oldest of nine children, Bill began resolving family disputes at an early age. His childhood also gave him insights as to how children may perceive fairness and equity differently than do the parents. While some wealth strategists may believe that tax avoidance is the major objective of wealth planning, Bill believes that wealth planning is ultimately about family planning: how to devolve wealth without creating acrimony or bitterness among family members, and all the while pres...

David C. Krock has over 34 years of experience as a lawyer, CPA (non-practicing), trust officer and tax advisor. His law practice is concentrated primarily in the areas of estate planning, business succession planning, charitable planned giving, probate, tax and providing general counsel to small and medium size businesses. Mr. Krock is a member of Eastman & Smith. Mr. Krock graduated from the University of Toledo College of Law in 1982 where he was a member of the law review. He is a mem...

Ann M. Seller is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Ann M., who practices law in Cincinnati, Ohio, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Ann M. is held by other top lawyers in the same geographic and legal practice area.

Sarah Worley is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Sarah, who practices law in Troy, Ohio, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Sarah is held by other top lawyers in the same geographic and legal practice area.

Geoffrey Kunkler joined Carlile Patchen & Murphy LLP in 2014 and has been a Partner since 2018. His practice is centered around estate planning for individuals and business owners, as well as asset protection planning for retirees. He focuses primarily on the areas of estate planning, elder protection, estate administration, charitable and philanthropic planning and special needs planning. He also has extensive experience in conducting educational seminars on legal topics related to his e...

Arthur E. Gibbs III is a partner in the Trusts and Estate Planning Group and is licensed to practice law in Ohio and Florida. Art is an Ohio State Bar Association Board Certified Specialist in Estate Planning, Trust and Probate Law and focuses on providing creative estate, tax and business planning advise to business owners and other wealthy individuals, as well as representing individuals, financial institutions, and non-profits in estate disputes. Art is a past Chair of the firm’s Cle...

David W. Carter is an experienced estate planning attorney who advises individuals, families, and business owners on comprehensive wealth and legacy planning strategies. He focuses on creating customized estate plans that align with each client’s financial goals, family dynamics, and long-term objectives, while ensuring they clearly understand every step of the process and feel confident in their decisions. Estate planning and wealth transfer strategies Probate and trust administration ...

Bryan K. Hogue is the Managing Partner of Carlile Patchen & Murphy LLP. He has been a lawyer for 35 years and concentrates his practice in the representation of business owners and closely held businesses concerning their general business matters, estate, tax and business succession planning. He currently co-chairs the Business Department at CPM, which provides a wide range of services for corporations, limited liability companies, partnerships and other business organizations. He previou...

Claire V. Parrish is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Claire V., who practices law in Cincinnati, Ohio, has been recognized since 2019. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Claire V. is held by other top lawyers in the same geographic and legal practice area.

Joe Rouse is the leader of the Private Client Services Group . He has lectured on several topics in seminars sponsored by various organizations in Greater Cincinnati; serves on the Board of Trustees of several local private foundations; and is active with other civic and charitable organizations. The major areas of his legal practice include estate and succession planning, general corporate representation (including mergers and acquisitions), probate and trust administration and tax related s...

Misty Aldrich concentrates her entire practice on trust and estate planning law, including the formation, implementation, and administration. She has more than 30 years of experience, and before entering private practice, Misty spent six years at the Huntington National Bank as Trust Counsel in the personal trust department. At CPM, she steers her clients through all aspects of trust and estate planning. Misty assists clients in drafting all appropriate legal documents and structuring financi...

Meredith K. Sugar is a top attorney recognized by Best Lawyers in the practice area(s) of Corporate Law and Trusts and Estates. Meredith K., who practices law in Columbus, Ohio, has been recognized since 2021. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Meredith K. is held by other top lawyers in the same geographic and legal practice area.

Susan E. Wheatley is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Susan E., who practices law in Cincinnati, Ohio, has been recognized since 2006. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Susan E. is held by other top lawyers in the same geographic and legal practice area.

Frank C. Krasovec, Jr. has a practice focused on estate planning, estate administration and taxation. Frank is well-versed in the intricacies and specific benefits of the various methods of estate planning, including revocable living trusts, wills, lifetime gifting, joint ownership, beneficiary designations and life estates.

Mr. McGuire brings a wealth of experience to his role as a trusts and estates attorney, where he specializes in crafting tailored solutions for clients based on their individual needs, concerns, and goals. Dan has represented clients across the entire wealth spectrum and is adept at advising clients in addressing changing circumstances that require planning for the future. Dan holds licenses to practice law in Ohio and Florida. Prior to joining Mansour Gavin, he played a crucial role in the a...

As an elected Fellow of the American College of Trust and Estate Counsel (ACTEC), Kyle has years of experience counseling multi-generational families, business owners, fiduciaries, entities, family offices and beneficiaries regarding: Administration of estates and trusts (including tax compliance, selection of investment counsel, discretionary distributions and fiduciary accountings) Asset protection and titling Beneficiary representation Business succession Charitable giving (including priva...