Estate Planning, Wills & Trusts, and Probate Law

Planning your estate is one of the best things you can do not only for yourself, but for your family members and loved ones as well. Estate planning involves safeguarding your family by managing your property, distributing assets with minimal tax consequences, planning for your health concerns and end-of-life care, while providing for the financial support of your children and dependents.

The Estate Planning Attorneys of Ziegler & Schneider have the experience to provide you with legal assistance for all aspects of estate planning and administration.

Learn how the Z&S Estate Planning Attorneys can help you safeguard your future and your family’s stability.

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Our Estate Planning Attorneys can assist you with

  • Wills & Trusts
  • Probate
  • Business Succession Planning
  • Retirement Planning for Individuals
  • Living Wills & Powers of Attorney
  • Special Needs Trusts

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More about the Estate Planning Services at Z&S

Ziegler & Schneider’s attorneys are experienced in practicing in the probate courts of Northern Kentucky and Southern Ohio. Probate documents such as the Application for Administration and Appointment of Personal Representative, preparation of Inventories and Periodic and Final Accountings, inheritance tax returns, and federal and state tax returns are an integral and frequent part of their practice.

Probate is the name of the procedure for settling the affairs of a deceased person who dies with or without a will. The process involves resolving financial affairs, collecting assets, paying debts, and distributing the remaining assets according to the terms of the will or, when there is no will, according to the laws of the state where the deceased person resided at the time of his or her death. Ziegler & Schneider Estate Planning Attorneys can guide you through every step of the probate process. Under certain circumstances, a full probate procedure may not be necessary. We can help you determine if you qualify for the procedure known as Dispensing with Administration.

For many clients involved with family or closely held businesses, succession planning for these businesses, including minimizing transfer and death taxes, is the most important part of an effective estate plan. Ziegler & Schneider attorneys are experienced in assisting with the transfer of a business interest during life; as well as by Will or by Trust at death. Consultation regarding the preparation of documents such as stock redemption agreements, buy-sell agreements, non-compete agreements, deferred compensation and other retirement agreements are regularly provided by Ziegler & Schneider’s attorneys.

The development of a plan for one’s estate and retirement involves not only the preparation of Wills and Trusts (including Special Needs Trusts for disabled beneficiaries), Life Insurance Trusts, and Testamentary and Living Trusts, but also involves consultation and where necessary, preparation of documents pertaining to IRA’s, 401(K) plans, pensions, profit sharing plans, powers of attorney, health care powers of attorney, life insurance, long-term care contracts, and living wills.

Also known as a Healthcare Directive, Living Wills are an official document which sets forth your wishes regarding health measures. A Healthcare Power of Attorney allows you to designate someone as your healthcare agent to make medical decisions on your behalf, while a Durable Power of Attorney allows a person you designate to handle your affairs when you cannot. The Durable Power of Attorney document takes effect immediately and continues in full force and effect if you become incapacitate. It is revocable at any time if you are mentally capable, or upon your death.

Specialized trust for mentally and/or physically disabled beneficiaries

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What Our Clients Say

Ms. Pleatman was professional, kind and looked out for my children's best interest. When times were stressful and difficult, Ms. Pleatman was calm, confident and got the job done efficiently and with grace.

—Client Review

First time I needed to use an attorney in this capacity. I was not sure what to do or what questions to ask, but Mr. Sanders guided me through this ordeal, and I could not be happier with the time and conclusion of my case.

—Ed Knue

Michael Baker is a wonderful lawyer for bankruptcy issues. He really helps the consumer through the bankruptcy with dignity.

—Client Review

Awesome attorneys! Staff is superb. Could not ask for any better!

—Therese Duignan

Great Firm TOM & Matt Smith along with Justin Sanders. Lawyers and a firm you can trust. The other attorney that we have worked with are top notch.

—Pat Morgan

Resources

House Bill 11: Uniform Power of Attorney Act (2006)

On April 25, 2018, Governor Bevin signed House Bill 11 into law. House Bill 11 establishes Chapter 457 of the Kentucky Revised Statutes adopting portions of the Uniform Power of Attorney Act (2006)....

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Major Changes to Kentucky Retirement Systems Proposed

On October 18, 2017, Governor Bevin released a 505 page bill intended to address and reduce the presently unfunded liabilities within the Kentucky retirement systems. Should it become law, this bill...

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Contact Us To See How The Attorneys At Z&S Can Assist You With All Of Your Legal Needs

ZIEGLER & SCHNEIDER P.S.C.
541 Buttermilk Pike, Suite 500
P.O. Box 175710
Covington, KY 41017-5710

Tel: 859-426-1300
Fax: 859-426-0222

Office Hours:
Monday–Friday
8:30 am–5:00 pm

If you have questions, need to advice of a trusted counselor, or simply do not know where to turn, our team is here to help. Contact us today to schedule a free consultation.



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