Lee A Wendel

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Legal Counsel Worldwide
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* Tax & Benefits

Squire Sanders’ private client and estate planning lawyers advise on the personal, financial and estate planning needs of clients around the world, from the more traditional estate planning client holding transmitted family wealth to a rapidly growing segment of successful local, national and international entrepreneurs and family business owners. In this highly personalized service area, our lawyers are experienced in and committed to working with family members and groups in sensitive situations.

The traditional core of the practice is estate planning to minimize income, gift, estate and generation skipping transfer taxes affecting the transfer of inherited wealth between generations. Beyond wills, trust agreements and more complex instruments, we help our clients develop integrated multi-generational plans for the disposition and holding of family property and for charitable giving. We have extensive experience in representing clients with offshore investments as well as international families with members in multiple jurisdictions with different tax and property laws. Our lawyers also work with individuals in the particularly sensitive areas of living wills, advanced health care directives, business powers of attorney and other planning for the purpose of minimizing problems relating to incompetency and defining the wishes and expectations of an individual.

The private client group also has extensive experience in working with closely held business owners to develop a plan for either keeping the business in the family or maximizing the profit from its disposition. The need to preserve and promote family harmony in the development of the succession plan and attention to these issues in proposing a succession structure are important elements in the group’s planning process.

The private client group assists clients in federal and state gift, estate, generation-skipping transfer, fiduciary and individual income tax preparation. We provide tax counsel to the fiduciary or individual and support in the event of the examination of a return filed with any governmental organization. The group also has many decades of estate and trust administration experience and extensive expertise in the representation of fiduciaries and beneficiaries in matters resulting in potential or actual litigation of estates, trusts and other family wealth-holding vehicles.

Fellow - American College of Trust & Estate Counsel

Lee A Wendel
Squire, Sanders & Dempsey LLP
Huntington Center #2000
41 S High St
Columbus OH 43215
Tel: 614 365-2748
E-mail: lwendel@ssd.com

Practices
* Tax & Benefits

Lee A. Wendel’s practice focuses on succession planning for business owners, estate planning, charitable giving, and estate and trust administration. He is listed in the most recent editions of The Best Lawyers in America and Ohio Super Lawyers.

His practice includes designing personal estate plans and business succession plans for business owners; designing trusts and administering estates for non-US families with US assets or US family members; planning and implementing grantor retained annuity trusts, qualified personal residence trusts, charitable remainder trusts and other lifetime gifting arrangements; planning and implementing generation-skipping trusts; designing and implementing limited partnerships and limited liability companies; advising charitable donors and organizations; and negotiating and implementing settlements of family disputes involving estates and trusts.

Mr. Wendel is a Fellow of the American College of Trust and Estate Counsel and serves on its Business Planning Committee, its International Estate Planning Committee and its Estate and Gift Tax Committee. He is a member of the American Bar Association’s Section of Real Property, Trust and Estate Law, the Ohio State Bar Association’s Estate Planning, Trust and Probate Section and the Columbus Bar Association’s Estate and Gift Tax Committee. Mr. Wendel is an active member of the Hilliard United Methodist Church.