With our combined experience of over 40
years, we know how to help you and your family achieve your estate planning and
business succession planning goals.
We
take time and great care with you to understand your estate planning and
business succession planning goals so that we can tailor draft legal documents
that clearly reflect your wishes and achieve your goals. We take much
pride and satisfaction in shepherding you and your family through complex legal
issues because we want you to have peace of mind knowing that your legal
matters have been expertly handled.
Our
goal of giving you peace of mind is shown in our responsiveness to your
questions and concerns. You will find that we will respond to your phone
calls and emails promptly. We enjoy face-to-face meetings most with you
because we find that people still communicate most effectively with each other
at such meetings, even with all of the impressive technology available to have
other kinds of meetings. We look forward to meeting you and your family
and working together to achieve your goals and give to you peace of mind.
We
are pleased to assist you with the following types of legal matters:
• Estate Planning
• Trust Administration
• Estate Administration/Probate Law
• Business Law
• Business Succession Planning
• Tax Law
• Real Estate Law
What Sets Us Apart
In addition to our legal education and experience, each of us has served as a Trust Officer for local and regional national banks. Bank Trust Officers are responsible for administering trusts held by a bank to ensure that the trusts are being administered in accordance with the intentions of the persons who established the trust for their loved ones. Bank Trust Officers also work directly with beneficiaries to identify their needs and explain why a trust was established for a beneficiary’s benefit and how the trust funds are to be used by the beneficiary. With this experience, we have gained valuable insight into how best to prepare trusts and wills to ensure that your exact wishes are carried out so that your loved ones are properly cared for and protected. Bank Trust Officers must also be well versed in investments and tax law because they are also responsible for monitoring how trust assets are invested and the tax ramifications of those investments to the trust and the beneficiaries. Because of this experience, we understand more than just the legal aspects of trusts and estates. We are well acquainted with the financial and tax aspects of trusts and estates, and we are accustomed to communicating effectively with all of your financial and tax advisors. We have extensive experience in complex tax planning and tax return preparation with Stephen Chavez having earned his CPA in 1990 and his Master of Laws in Taxation from the University of Florida in 1995.
King & Chavez is located in Elyria, Oh and serves clients in and around Elyria, North Ridgeville, Lorain, Sheffield Lake, Avon, Grafton, Amherst, Lagrange, Oberlin, Columbia Station, Avon Lake and Lorain County.
King & Chavez, LLP represents individuals and businesses in Ohio in estate planning, tax, and real estate matters. Please call 440-365-0386 or contact us online at our office today.
