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Karen Ann Rolcik Esq

Rolcik Law Office
  • Elder Law, Estate Planning, Business Law ...
  • Ohio, Ohio, Texas
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Summary

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.

Practice Areas
  • Elder Law
  • Estate Planning
  • Business Law
  • Tax Law
  • Probate
Additional Practice Area
  • Medicaid & VA Planning
Fees
  • Free Consultation
Jurisdictions Admitted to Practice
Ohio
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Ohio
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Texas
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Languages
  • English: Spoken, Written
Professional Experience
Principal
Rolcik Law Office
- Current
Of Counsel
Graydon Head & Ritchey
Attorney
Jones Day Reavis & Pogue
Attorney
Squire, Sanders & Dempsey LLP
Attorney
Taft, Stettinius & Hollister
Education
Indiana University Maurer School of Law
J.D. (1986)
-
Honors: Magna Cum Laude
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Butler University
B.S. (1983) | Accounting/Business Administration
-
Honors: Cum Laude
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Awards
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
Top Lawyers in Cincinnati
Cincinnati Magazine
America's Most Honored Professionals
The American Registry
Client Distinction Award
Martindale Hubbell
Professional Associations
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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Certifications
Estate Planning, Trust and Probate Law Specialist
Ohio State Bar Association
Websites & Blogs
Website
Contact & Map
8859 Cincinnati-Dayton Road
Suite #201
West Chester, OH 45069
Telephone: (513) 777-7400
Fax: (513) 777-3900
Monday: 9 AM - 5:30 PM
Tuesday: 9 AM - 5:30 PM
Wednesday: 9 AM - 5:30 PM
Thursday: 9 AM - 5:30 PM
Friday: 9 AM - 5:30 PM (Today)
Saturday: Closed
Sunday: Closed
Notice: Saturday and evening appointments available.
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