Private Wealth Law
High Net Worth Guide 2024 : Ohio
Band 3
Contact number
+1 513 381 2838About
Provided by Taft
Taft’s Private Client group assists clients on trust and tax compliance, investments and real estate and commercial litigation. Attorneys are involved with individual clients, client families, and business organizations. They counsel on estate planning and charitable giving, business succession, and other tax matters.
Chambers Review
Taft Stettinius & Hollister provides a comprehensive range of private wealth services, assisting clients with tax, estate, business succession planning and probate and trust administration matters.
Strengths
Provided by Chambers
"Taft does a great job with complex matters."
"The lawyers at Taft are professional and very competent."
"They are proactive, innovative and thorough in their work."
"Taft does a great job with complex matters."
"The lawyers at Taft are professional and very competent."
"They are proactive, innovative and thorough in their work."
Notable Practitioners
Julia Meister leads the firm's Wealth Transfer Litigation practice. She advises high net worth clients on family disputes, as well as trustee and beneficiary duties.
"Julia is an excellent attorney in all regards. She is knowledgeable, experienced, professional and respected by courts and her opposing counsel."
"She is a real thought leader and has the respect of everyone around the city. She is excellent."
Julie Tarvin focuses her practice on estate planning and probate and trust administration. She regularly advises clients on lifetime gifts and transfers at death and resulting tax issues.
"Julie is a high-quality lawyer."