CL Huddleston III

"Life's a Journey. We have the Maps."® Comprehensive client-centered "Health & Wealth" planning for individuals, families, professionals and private business owners. Our planning recognizes that, in the modern medical world, the biggest planning challenge is not "What happens when I die." Rather it is "What happens when I don't die." Aging and declining capacity must be addressed. Services also include asset protection and the minimization or elimination of estate tax.

26 years, 2,000 cases

Business planning and succession for family and private business owners and professionals. Asset protection and income tax planning for individuals and businesses.

26 years, 100 cases

Dozens of types of trusts, from foundational revocable living trusts to highly complex trusts that can accomplish dozens of client goals, both tax and non-tax. We have created client trusts not only in Ohio, but for specialized purposes in Wyoming, Alaska, Delaware and the Isle of Man, and understand the advantages of other jurisdictions such as Nevada, South Dakota, Kentucky and Nevis.

26 years, 1,800 cases

Professional probate and trust administration. Skilled and empathetic staff to help grieving clients through all the complex issues resulting from the loss of spouse, parent, child or other loved one. Most of estates we administer are Trust plans that are not required to be administered publicly in Probate Court.

26 years, 200 cases

Wills alone are never sufficient. Even our "simple" Will plans are complemented by a variety of health-related documents that anticipate loss of capacity (or declining capacity) during lifetime.

26 years, 2,000 cases