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Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive legal instruction, our authors will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each is to be used for maximum effect. Get the best tools for your practice - order today!
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JOHN BUCHENIC is a sole practitioner with The Law Office of John Buchenic Esq. Ltd. in Hubbard, Ohio. Mr. Buchenic practices in the areas of estate planning and probate as well as wills and trusts. He earned his J.D. degree from Ohio Northern University's Claude W. Pettit College of Law. While there, he also earned a Legum Magister in Democratic Governance and Rule of Law. His Bachelor's degree is from Hiram College. Mr. Buchenic has been a fellow at both the Federal Environmental Protection Agency, and the USAID Access to Justice Project in Iraq. (Youngstown location)
ROBERT CHALOUPKA is an attorney in Seven Hills, Ohio. He practices in the areas of estate planning, probate, tax, wills and trusts, estate administration, LLCs and partnerships. Mr. Chaloupka earned his B.A. degree, summa cum laude, from Case Western University and his J.D. degree from Case Western Reserve University School of Law. (Akron and Cleveland locations)
VERONICA T. GAROFOLI is an attorney with the law firm of Mansour Gavin LPA. Ms. Garofoli focuses her practice on probate litigation as well as wealth management and estate planning. She is licensed to practice in the state of Ohio and has been admitted to practice in the U.S. District Court, Northern District of Ohio. Ms. Garofoli received her B.S. degree from Elmhurst College and her J.D. degree from Cleveland-Marshall College of Law, Cleveland State University. She is a member of the Ohio State Bar Association and the Cleveland Metropolitan Bar Association. (Cleveland location)
NATALIE F. GRUBB is the principal attorney and founder of Grubb & Associates LPA, having founded the firm in 1993. Ms. Grubb represents both privately and publicly held businesses, large corporations and small businesses, as well as individuals in a large number of practice areas. She is a seasoned lawyer with a wide range of experience in employment and labor matters with an emphasis in discrimination litigation including ADA, ADEA, FMLA, FLSA, COBRA, public policy, breach of employment contract and non-compete issues at both federal and state level for profit and non-profit corporations. She regularly advises companies and municipalities regarding labor and employment issues. Ms. Grubb also has an extensive appellate practice, having briefed and appeared before Ohio Appellate courts, the Federal District Court for the Northern and Southern Division of Ohio and the Sixth U.S. Circuit Court of Appeals Ms. Grubb is a member of the Ohio State and the Medina County bar associations, the Cleveland Employment Lawyers Association, the Society for Human Resources Management, National Association of Professional and Executive Women, and is on the Medina County Board of Building Appeals and Richfield Township Board of Zoning Appeals. She earned her B.S., M.S. and M.B.A. degrees from the University of Akron; and her J.D. degree, cum laude, from Case Western Reserve University School of Law. (Akron location)
THOMAS I. HAUSMAN is an attorney in private practice at The Law Offices of Thomas I. Hausman, LLC, where he counsels a variety of clients on partnership, estate planning, tax controversy, and corporate tax matters. He has represented many clients in connection with the formation, management, operation and liquidation of partnerships and limited liability companies; the sale of partnership interests; the reorganization of partnerships and limited liability companies; and the allocation of profits and losses among partners. Mr. Hausman also practices in the areas of estate planning and tax controversy work before the Appeals Office of the Internal Revenue Service and the U.S. Tax Court. He was the administrative director of the graduate tax (LL.M.) program and a faculty member of Case Western Reserve University Law School, where he taught courses in partnership tax, estate planning, and corporate tax. Mr. Hausman is currently an adjunct professor at CWRU Law School, where he teaches estate planning, partnership and corporate tax. He is a member of the Tax Specialty Board of the Ohio State Bar Association, which is responsible for making recommendations to the Ohio Supreme Court for the certification of a lawyer as a tax specialist. Mr. Hausman is a member of the Tax Section of the American Bar Association, where he has for many years been a member of the Partnership Tax Committee. (Cleveland location)
NILS PETER JOHNSON is an attorney with the Johnson & Johnson Law Firm. Mr. Johnson practices in the areas of family law, real estate, estate planning, oil and gas law, and general civil litigation. He received his J.D. degree from Vermont Law School. Mr. Johnson is active in his local Rotary club and locally investigates allegations of attorney ethical misconduct through the Mahoning County Bar Association's Grievance Committee. (Akron location)
CHARLES J. KAY is a sole practitioner in Law Offices of Charles J. Kay, LLC in Youngstown. Mr. Kay practices in the areas of estate planning, probate, wills and living wills, trusts, and Medicaid and Medicare. He received his A.B. degree from Brown University and his J.D. degree from Case Western Reserve University School of Law. Mr. Kay is a member of the Ohio State Bar Association and the Mahoning County Bar Association. (Youngstown and Akron locations)
GEORGE P. MILLICH JR. is an attorney, vice president and trust administrator at Farmers Trust Company. Prior to joining Farmers Trust Company, Mr. Millich was a partner in the law firm Harrington, Hoppe & Mitchell, Ltd. Mr. Millich also spent 9 years as a fiduciary officer with National City Bank/PNC Bank, where he administered approximately $500,000,000 in assets held in various trusts and investment management accounts. Mr. Millich focuses his career on trust administration, estate planning, probate, tax law, nonprofit organization law, and business succession planning. Mr. Millich's experience includes representation of numerous governmental and nonprofit organizations involving various legal issues. He is a past president of the Mahoning County Bar Association (2015), was a member of the Mahoning/Shenango Valley Estate Planning Council (president, 2011), and was the recipient of the Ohio State Bar Foundation Community Service Award in 2013. Mr. Millich appeared on news and radio telecasts discussing various legal issues, and has been quoted and interviewed by numerous newspapers regarding changes in the estate and tax laws. He frequently presents seminars to attorneys, accountants and individuals on various legal and tax topics. Mr. Millich earned his B.S.B.A. degree, magna cum laude, majoring in finance from Youngstown State University; his J.D. degree, magna cum laude, from the University of Akron Law School; and his Master of Taxation degree, with honors, from the University of Akron School of Business. (Youngstown location)
REBECCA YINGST PRICE is an attorney in private practice with the Law Office of Rebecca Yingst Price, LLC in Cleveland, Ohio. She has devoted her legal career to helping families and individuals with estate planning, estate and trust administration. Ms. Price has vast experience working with families with young children and disabled children in building estate plans that will allow their parents to rest assured that their children's financial stability has been taken care of in the long-term. She also works with single people and couples at all stages of life who share a long-term vision of for financial security for their loved ones, their pets, their vacation homes, or their favorite charities. Ms. Price earned her law degree from Case Western Reserve University School of Law. She received her Bachelor's degree in Political Science and Spanish from the University of Rochester. Ms. Price has a certificate from The Supreme Court of Ohio, ADR: Basic Mediation & Uniform Mediation Action. She is a member of the Estate Planning Council of Cleveland, the Cleveland Metropolitan Bar Association and the Ohio State Bar Association. (Cleveland location)
DAVID J. ZELENKA is an attorney with the Nee Law Firm, LLC in Westlake, Ohio. Mr. Zelenka practices in the areas of estate planning and probate, trust litigation, guardianships, general business counsel, and commercial litigation and appeals. He received his Bachelor's degree from Cedarville University and his J.D. degree from the University of Akron. Mr. Zelenka is a member of the Westshore Bar Association, the Cleveland Law Library, and is active counsel on Avvo.com. (Youngstown and Akron and Cleveland locations)