Wilmot Tax Lawyers

Delwte entry. I retired

I am an attorney and shareholder at Carlton Fields, a national law firm that provides innovative and strategic solutions to clients in the financial services industry. I have experience advising clients on complex issues involving the creation, marketing and operation of retirement products, platforms and service providers. My main areas of focus include the Employee Retirement Income Securities Act (ERISA), ERISA's fiduciary provisions, the Internal Revenue code, regulation of IRAs and other employee benefit plans. My clients for the last decade have been platform providers, trust banks, RIAs, Broker Dealers, Third Party Administrators, and insurance companies. I hold...

My personal practice is focused on business law, business litigation, and commercial real estate matters. I manage of team of excellent lawyers that practice in nearly all practice areas.

Jessica primarily practices in the areas of Estate Planning, Business Law, Litigation, Tax Law, Estate Planning and Liquor Law. More specifically, she also assists in the practices areas of Wills, Contracts, Business and Commercial, Mergers and Acquisitions, and Real Estate. Jessica earned her B.A. in Justice in Public Policy from Concordia University Wisconsin in 2009, and also obtained her J.D. from Thomas M. Cooley Law School in Lansing, Michigan in 2012. Prior to working at Hurley Law, Jessica was an Associate Attorney at Paskel, Tashman, and Walker until 2013, and was an intern at Legal Aid for three years. She...

I assist clients with assessing their personal goals with regard to the management of their assets during life and the transfer of assets upon death. This assistance includes the preparation of Wills, Trusts, Powers of Attorney, Health Care Powers of Attorney, Living Wills, and related documents. Of particular importance is planning for the transfer/distribution of retirement accounts and IRA accounts to children and/or grandchildren while minimizing the income tax burden association with such accounts.

In addition to estate planning, I assist clients with Medicaid & VA planning including the establishment of Medicaid qualifying trusts and trusts that qualify for...

I am a business lawyer, and I have been helping businesses resolve the many legal issues they face, both common and extraordinary, since 1990.

My clients range from startups to middle market companies to Fortune 500 companies. I combine an extensive business and legal education with a wealth of hands-on experience to create solutions that are innovative, yet practical and cost-effective. I particularly enjoy tackling issues that are out of the ordinary. Rather than telling my client something can’t be done, I find alternatives, and assess risks so my client can make an informed business decision.

Located near Wright-Patterson AFB, my law firm is a business and commercial litigation law firm, with a 20+ year presence in Beavercreek, greater Dayton, and the Miami Valley areas.

We have particular strengths in our municipal and local public sector, real estate, and construction law practice areas.

My primary clients are closely-held small family businesses, doctors, and professional service practitioners. Most of my legal work for them is transactional-based.

My practice areas are:
Business, Corporate, Real Estate, and Domestic Asset Protection Transactions - 40%
Tax Planning and Appeals - 30%
Estate and Succession Planning, Wills, Trusts, and Probate - 30%

I am admitted to Ohio, Kentucky, and...

EDUCATION
University of Dayton School of Law, J.D. 2005
Valedictorian, magna cum laude
Notes and Comments Editor of the University of Dayton Law Review
Rollins College, B.A., 2002, magna cum laude
President of Tau Kappa Epsilon Fraternity

ADMISSIONS
Ohio
Kentucky
U.S. District Court, Southern District of Ohio

MEMBERSHIPS
Cincinnati Bar Association
Cincinnati Estate Planning Council
Estate Planning Section of the Cincinnati Bar Association

HONORS AND ACCOLADES
Ohio Super Lawyers, Ohio Rising Stars, Estate Planning and Probate 2011 - 2019
Ohio Bar Association's Community Service Award for Attorneys 40 and Under, 2012
Cincy Magazine, Cincy Leading Lawyers, Trusts 2018, 2019
Cincinnati Business Courier's Forty Under 40, 2012
Cincinnati Magazine Five Star Wealth Manager 2013 - 2019

COMMUNITY INVOLVEMENT

Chairperson of the...

Brian M. Wiggins is a leading lawyer at the Dayton legal office, Wiggins & Hall Law Group, LLC. Before beginning his career in law, Attorney Wiggins served in the financial services industry for five years. This financial background enabled him to easily transition to the fields of estate planning and administration, probate law, elder law, and asset protection. To learn about the services Attorney Wiggins may be able to provide you with, do not wait to call the firm today at (937)458-5810.