Karen Ann Rolcik
Rolcik Law Office
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 the VA Aid & Attendance benefit.
I assist families with the preparation, filing and oversight of Medicaid and VA benefit applications.
I guide families through the probate and estate administration process after the death of a loved one. If a trust has been established, I guide families through the trust administration process.
In the case of an individual who is unable to manage his or her financial or health care matters, I assist families with obtaining a guardianship if needed.
Having begun my career as a tax attorney, I continue to assist clients with the choice of entity when starting a business as well as ongoing business matters such as buy sell agreements, employment agreements, asset/stock purchases, leases, and general corporate compliance matters.
- Elder Law
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Medicaid & VA Planning
- Free Consultation
- Ohio
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- Ohio
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- Texas
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- English: Spoken, Written
- Principal
- Rolcik Law Office
- - Current
- Of Counsel
- Graydon Head & Ritchey
- Attorney
- Jones Day Reavis & Pogue
- Attorney
- Squire, Sanders & Dempsey LLP
- Attorney
- Taft, Stettinius & Hollister
- Indiana University Maurer School of Law
- J.D. (1986)
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- Honors: Magna Cum Laude
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- Butler University
- B.S. (1983) | Accounting/Business Administration
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- Honors: Cum Laude
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- Estate Planning & Trust Law
- Super Lawyers
- 2006 - 2020
- Trust Law
- Best Lawyers in America
- 2011 - 2020
- Best Law Firms in Ohio
- US News & World Report
- Best Attorneys in Ohio
- Best Lawyers
- 2010 - 2020
- Top Lawyers in Ohio
- Cincinnati Magazine
- Elder Counsel
- Member
- - Current
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- Butler County Bar Association
- Member
- - Current
- Activities: Estate Planning, Probate & Trust Law Section
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- National Academy of Elder Law Attorneys
- Member
- - Current
- Activities: Ohio Chapter (Past Treasurer)
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- Ohio State Bar Association
- Member
- - Current
- Activities: Estate Planning, Probate & Trust Law Section
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- American Bar Association
- Member
- - Current
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- Cincinnati Bar Association
- Member
- - Current
- Activities: Board of Trustees (past); Estate Planning, Trust & Probate Section (past Chairman); Elder & Special Needs Law Section.
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- Estate Planning, Trust and Probate Law Specialist
- Ohio State Bar Association
