Kaye P Willi

Kaye P Willi

also known as Willi Law Office, LLC

3.3
Rating: 9.7

Licensed for 42 years

Tax Lawyer at Westerville, OH
Practice Areas: Tax, Estate Planning, Probate ... +2 more

635 Park Meadow Road, Suite 204, Westerville, OH

About Kaye

Practice Areas

5

Practice Areas

Tax 75%

Whether you have received an IRS audit notice or need help with a tax lien, we can help. We represent individuals and small businesses throughout Ohio in tax audits, IRS appeals, and U.S. Tax Court. We can help you, too.

75%
Estate Planning 10%

Your family's future is too important to leave to chance. We help you plan for income and estate taxes, as well as unexpected health emergencies. Let us give you the peace of mind in knowing that your family's future is secure.

10%
Probate 10%

By using specialized software and an experienced probate paralegal, we make every effort to handle your case as efficiently and as cost-effectively as possible. As a CPA, I will also ensure that you comply with state and federal tax laws.

10%
Trusts 4%

Whether to provide for a handicapped child, or minimize estate taxes, we can help you achieve your estate planning goals through the use of a trust. We have prepared hundreds of trusts for almost every purpose imaginable. We can help you, too.

4%
Wills and Living Wills 1%

If you prefer a simple will, there's nothing wrong with that. If you need a trust to accomplish your goals, we will certainly tell you so. However, if you can accomplish your goals with just a simple will, we'll tell you that, also.

1%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Maine for < 1 year

State: Maine

Acquired: 2025

Active

No misconduct found

Licensed in Ohio for 42 years

State: Ohio

Acquired: 1983

Active

No misconduct found

Location

Kaye Willi

635 Park Meadow Road, Suite 204, Westerville, OH, 43081-2872

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Kaye P Willi's Reviews

Avvo Review Score

3.3 /5.0

12 Client Reviews

Filter Avvo Reviews (12) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 3 of 3 reviews | General Knowledge

Posted by anonymous | August 09, 2021 | Probate

Very helpful

I consulted Kaye Willi on a probate matter and she was helpful and knowledgeable. I would recommend her regarding settling issues regarding estates.

Kaye Willi

Replied last August 09, 2021

Thank you for your review. I'm glad I was able to help you.

Posted by Jocelyn | June 23, 2021 | Employment & Labor

Clear and concise

Kaye provided clear and concise information for a new work situation, and also highlighted audit flag issues that I would not have known to consider.

Kaye Willi

Replied last June 23, 2021

Thank you for taking time to leave a review on AVVO. It's nice to know that the readers on this forum appreciate our time and effort in giving advice. Thanks, again, for your review.

Posted by anonymous | February 26, 2019 | Hired Attorney | Tax

Very Satisfied Clients, Westerville, OH

When we received notice that we were being audited by the IRS we were in a panic. Everything I read suggested we seek professional legal guidance and not try to settle on our own. After an extensive search, we came up with Kaye and Julie at Willi Law Office in Westerville and we are so very glad we d...id. We followed their expert advice to straighten out my bookkeeping deficiencies, and observed their skillful representation of our best interests to the IRS. Bottom line is the whole process was over in a few months, a fair settlement determined and they even managed to have any penalties waived. Thank you Kaye and Julie!! We highly recommend the Willi Law Office, LLC.

See All Client Reviews

Kaye P Willi's Lawyer Endorsements

Endorse Kaye
Joel Kenneth Elkin headshot
Joel Elkin

Tax lawyer | Jun 20

Relationship: Fellow lawyer in community

"I absolutely endorse Kaye P. Willi for both her contributions to AVVO that I have seen and for her expertise in resolving IRS problems for her clients. Kaye is an excellent practitioner in the areas of probate and estate planning and assisting clients with IRS issues, on which she focuses her practice. She has a great deal of relevant experience and is a truly good person as well. I will refer any and all potential clients I encounter who have tax issues to be resolved to Kaye."

Monty Lee Donohew headshot
Monty Donohew

Estate planning lawyer | Jun 19

Relationship: Fellow lawyer in community

"Ms. Willi's contributions to the Avvo community and her responses to questions reveal that she is a proficient and capable practitioner. I would wholeheartedly refer my family and clients to her capable practice. I endorse this lawyer."

Derek Jacques headshot
Derek Jacques

Estate planning lawyer | Jan 10

Relationship: Fellow lawyer in community

"Mrs. Willi is an excellent advocate for her clients. I would not hesitate to recommend her to a client in need. She is also an asset to Avvo Community, providing invaluable resources to those seeking help."

Matthew Joseph Gardner headshot
Matthew Gardner

Estate planning lawyer | Jan 05

Relationship: Fellow lawyer in community

"The direction and guidance that Attorney Willi provides to those in need of direction on Avvo is accurate, concise, and uniquely tailored to the asker. She presents the qualities of an excellent attorney, I endorse Attorney Willi."

Michael Charles Doland headshot
Michael Doland

Tax lawyer | Dec 15

Relationship: Fellow lawyer in community

"The answers of Ms. Willi are consistently accurate, analytic and customized to the needs of the Avvo asker. These are exactly the qualities that every client would look for when hiring an attorney."

View All Endorsements
Joel Kenneth Elkin headshot
Joel Elkin

Chapter 7 bankruptcy lawyer

Experience

Rating:  9.7 (Superb)

Honors

2003

Certified Specialist - Estate Planning, Trust and Probate Law, Ohio State Bar Association

1987

CPA license (active), Ohio Accountancy Board

Work Experience

1996 - Present

Attorney, Willi Law Office, LLC

2000 - 2009

Adjunct Professor, Capital University Law & Graduate School, LNC Program

1999 - 2005

Legal & Financial Editor, Senior Source Magazine

1994 - 1996

Attorney, William A. Morse, LPA

1991 - 1993

Assistant Attorney General, Ohio Attorney General, PUCO Section

1989 - 1991

Administrative Law Judge, Public Utilities Commission of Ohio (PUCO)

1985 - 1989

Senior Tax Consultant, Deloitte Haskins & Sells (N.K.A Deloitte & Touche)

Associations

Estate & Gift Tax Committee, Columbus Bar Association

Member

Probate Law Committee, Columbus Bar Association

Member

Tax Section, Ohio Society of Certified Public Accountants,

Member

Delaware County Bar Association

Member

Professional Advisors Group, The Catholic Foundation

Member

Columbus Estate Planning Council

Member

Worthington Estate Planning Council

Member

Central Ohio Planned Giving Council

Member

American Society of Tax Problem Solvers

Member

Sample of Legal Cases

INDUSTRIAL ENERGY CONSUMERS v. PUB. UTIL. COMM.

Court affirmed cost allocation mechanism adopted by the PUCO.

See More Legal Cases

Education

1983

Duke Law School

JD - Juris Doctor

1980

The Ohio State University

MA - Masters

1976

Miami University of Ohio

BA - Bachelor of Arts in International Studies

Speaking Engagements

2017

Nationwide Adoption Academy

Tax Provisions Related to Adoption

2013

Nationwide Adoption Academy

Tax Provisions Related to Adoption

2011

The Probate Process from A to Z

Tax Planning Consequences of Probate

2007

Stretegies for Proper Trust Creation

Recognizing the Different Types of Trusts

2007

Drafting Effective Wills & Trusts

Basic Tax Considerations: What you Need to Know in Order to Choose the Appropriate Plan

2002

CLE Seminar

Estate & Business Succession Planning

Publications

2011

The Probate Process from A to Z (National Business Institute) Tax Planning and Consequences of Probate

2008

Estate Administration Procedures: Why Each Step is Important (National Business Institute) Ethical Considerations in Estate Administration

2007

Drafting Effective Wills & Trusts (National Business Institute) Basic Tax Considerations: What you Need to Know in Order to Choose the Appropriate Plan

2007

Strategies for Proper Trust Creation (National Business Institute) Recognizing the Different Types of Trusts

2006

Probate Practice: The Essential Basics (National Business Institute) Ethics in Probate Practice

2005

Senior Source Magazine (1999 - 2005) Various Articles

2002

Making the Most of Your Legal Support Staff in Corporate and Real Estate Transactions (Ohio State Bar Association) Estate and Business Succession Planning: Issues Affecting the Family Business Client

1986

National Regulatory Research Institute Regulating Electric Utilities with Subsidiaries

1983

Duke Law Journal A Review of Shipowners’ Statutory Duty Under Section 905(b) of the Longshoremen’s and Harbor Workers’ Compensation Act: Does Scindia Require a Change in Course?

1981

National Regulatory Research Institute Marginal Cost Ratemaking for Cogeneration, Interruptible, and Backup Service

1979

National Regulator Research Institute Budget Billing Plans for Electric and Gas Utilities: an Analysis and Some Recommendations for Change

Languages

English

Activity

Avvo Rating

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