About Karen

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Cost of Services

Free Consultations

Responsiveness

Biography

For over three decades, Karen has represented individuals and families in all aspects of estate planning and estate/trust administration. Karen assists clients with the design and implementation of an estate plan that achieves their goals which include minimization of estate taxes, preservation of family assets, management of assets for children or beneficiaries with special needs, planning for life insurance and retirement plans, and Medicaid planning. Karen also counsels clients through the asset transition process after a family member has passed away.

A significant portion of Karen's practice concentrates on Elder Law which involves counseling seniors and their families regarding the legal and financial issues confronting seniors. This includes matters such as: selection and designation of financial and health care agents; design and implementation of Medicaid: navigating through eligibility and qualification for Medicaid.

In addition, Karen advises business owners with the organization and operation of their business entities working with them to design and implement a succession plan to ensure the continued profitability and viability of the business in the event of the owner's disability, retirement or death.

Karen is an avid recreational golfer. Karen loves to travel, read (mysteries, thrillers and suspense novels in particular), garden, and go on walks with her dog Abbie.

Pro-Bono Activities:
Alzheimer’s Association – Walk to Remember (Butler & Warren Counties), Planning Committee, 2009 to 2015
Community Foundation of West Chester/Liberty (Board of Trustees 2010 - 2017; Chair – Planned Giving Committee 2011 - 2014)
Hero’s Fund of the Community Foundation of West Chester/Liberty (Board of Advisors; Planning Committee – Hero’s Celebration 2012; Frozen Open (golf outing) 2013)
Canines for Christ – Pet Therapy dog handler visiting nursing/rehab facilities

Certified Legal Specialties:
Certified Specialist in Estate Planning, Probate and Trust Law by the Ohio State Bar Association , 2007 – Present

Rolcik Law

Practice Areas

Business 20%

General representation of individuals in the formation of a business including choice of entity planning from liability and tax perspectives. Assist business owners with day to day operational issues such as lease and contract negotiations and employee issues. Assist business owners with the development of a succession plan in the event of disability, retirement or death. Assist business owners with the sale and/or purchase of business interests.

20%

Elder Law 20%

Assist individuals and families develop solutions to protect and preserve assets in retirement and to fund long term care. Assist individuals and married couples with maximizing assets that can be maintained by the family in the event long term care is necessary. Assist clients with Medicaid qualification and application. Representation of guardians in probate court.

20%

Estate Planning 20%

Assist clients with the design of wills, trusts, powers of attorney, and health care directives. Assist clients with administration of estates and trusts after the death of a loved one. Representation of executors and trustees in connection with their fiduciary duties and their relationships with beneficiaries of the estate and/or trust. Assist families with the creation of special needs trusts to protect the assets of a disabled individual while retaining government benefits.

20%

Probate 10%

10%

Tax 10%

Advise individuals and businesses with regard to income, partnership, and corporate tax issues. Represent individuals and businesses in controversies with the Internal Revenue Service including representation of individuals and businesses in United States Tax Court.

10%

Trusts 10%

10%

Wills and Living Wills 10%

10%

Fees and Rates

We have not found any cost information for this lawyer

Awards

Licenses

Licensed in Ohio for 39 years

State: Ohio

Acquired: 1986

Active

No misconduct found

Licensed in Texas for 33 years

State: Texas

Acquired: 1992

Not Eligible to Practice - Administrative

No misconduct found

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Location

Rolcik Law

8859 Cincinnati Dayton Road, Suite 201, West Chester, OH, 45069

rolciklaw.com/attorney/karen-a-rolcik/

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Karen Ann Rolcik's Reviews

Avvo Review Score

5.0 /5.0

1 Client Review

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Posted by anonymous | April 23, 2015

awesome!

Karen was difficult to reach, but when we finally got together, she came to my home and gave a free 1-hour consultation! she was extremely helpful, attentive and kind. She was worth the wait!!!!

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