Private Client & Family Wealth Planning

Experience

Estate and Trust Administration; Gift Tax Audit Representation

We provided the client with advice in connection with estate and trust administration and lifetime and post-mortem income, estate and gift tax planning.

Foreclosure Proceeding Involving Shopping Malls

We represented the lender in a multi-million dollar commercial foreclosure proceeding involving shopping malls located in Ohio and Indiana. We successfully sought the appointment of a Receiver for the properties, and were able to efficiently and effectively complete the foreclosure proceedings.

Foreclosure Proceedings Involving Rental Properties

We represented the lender in a multi-million dollar commercial foreclosure proceeding involving several multi-family rental properties spread throughout several counties in Southwest Ohio. We were able to have a Receiver appointed over all of the properties, and the Receiver was able to sell all of the properties within nine months of the commencement of the foreclosure proceedings, resulting in a favorable outcome for our client.