Skip to main content
planning

Practices

Personal & Succession Planning

Thompson Hine’s Personal and Succession Planning practice provides services to clients in four specific areas: personal estate planning, business succession planning, fiduciary services and philanthropy. Our work in these areas often involves matters that are sensitive, highly personal and extremely confidential.

We believe the starting point for personal estate planning is to understand a client’s concerns, goals and vision for his or her family. We listen to each client so that we understand any family dynamics and other matters that must be addressed in the transfer and management of the client’s wealth.

Thompson Hine has been named by Best Law Firms® as a Tier 1 national firm in Trusts and Estates in 2025.

Best Lawyers Law Firms United States 2025

Ranked Band 1 in Chambers High Net Worth 2016 to 2024 for Private Wealth Law in Ohio 

Our services in these areas are comprehensive and include:

  • Creating wills and trusts of all kinds to carry out the tax efficient transfer and management of wealth, and other instruments that affect financial and health concerns.
  • Designing and implementing strategies for the tax efficient transfer of business interests, and advising on other matters related to governance and management succession.
  • Advising financial institutions and private fiduciaries in all matters that involve trust and estate administration and when necessary seeking recourse to our nation’s courts to resolve disputes.
  • Forming private nonprofit organizations for families and businesses, and advising on all legal matters concerning operations, governance and carrying out charitable objectives.