Gina works closely with clients to meet their specific estate planning needs, guiding them through all areas of estate and gift tax planning, avoidance and minimization of probate as well as succession planning for business owners.
With over 20 years of experience, Gina deftly assists in implementing a wide range of techniques from simple wills and trusts to more sophisticated plans. She has extensive experience preparing plans that include spousal lifetime access trusts, qualified residence trusts, grantor retained annuity trusts and more.
Clients rely on Gina to navigate them through probate and trust administration as both counsel and fiduciary. She also works closely with clients’ corporate counsel to ensure that the estate plan and the succession plan for the business are in synch to provide for a smooth transition for business owners and executives. Gina also services as a fiduciary in estate and guardianship cases as a court appointed fiduciary in several Ohio counties.