CareersProbate & Trust Administration
Tax & Wealth Management
Practice Group Leader
Gary A. Zwick, Partner
Gary is a partner who has a general tax practice, with emphasis on tax planning for closely held and family businesses and their owners, and high-net-worth individuals. His focus encompasses not only income tax planning, but also estate planning, retirement plans and planning, business and individual taxation, Subchapters C & S, mergers and acquisitions, employee benefits and Internal Revenue Service (IRS), and tax court practice and controversy work.
216.928.2902
Our Probate & Trust Process
With our unique blend of skilled, dedicated attorneys, we ensure assets are transferred in an orderly and efficient fashion and that estate tax liability is properly assessed. While the probate process is designed to run smoothly, problems often arise between family members or beneficiaries, which can further complicate and slow down the probate and trust process. Our Tax & Wealth Management Group’s strength lies in our ability to resolve these interpersonal conflicts and keep the implementation plan moving forward.
In addition to estate and trust administration, our attorneys and paralegals assist our clients in navigating legal and courtroom procedures dealing with guardianships, conservatorships, inter vivos and testamentary trusts, and other estate planning issues.
Probate & Trust Administration Team
Experience
- Administering trusts of all sizes
- Preparing heirship determinations
- Managing problems in the administration of trusts and estates
- Representing trustees and beneficiaries in complex trust litigation
- Serving as trustee for trusts ranging from minimally funded insurance trusts to significantly funded active discretionary trusts; maintaining communications and relationships with beneficiaries and grantors, performing investment policy statement review and process, and implementing discretionary distribution decisions
