Thomas J Bonasera
Dinsmore & Shohl LLP's Estate Planning Group has extensive experience counseling clients to minimize or eliminate federal estate and gift taxes, and state estate and inheritance taxes while achieving family goals. In addition to planning and strategy, our attorneys assist in tax compliance, estate administration, and controversies with the Internal Revenue Service and state tax authorities and fiduciary litigation.
Planning services include:
* Pour-over wills
* Revocable trusts (living trusts)
* Marital deduction trusts
* Credit shelter trusts
* Irrevocable life insurance trusts
* Life insurance trust
* Crummey trusts
* Gifts to minors
* Retirement planning
* Estate administration
* Domestic asset protection
* Prenuptial planning
* Tax planning for divorce
* Powers of Attorney and similar arrangements
* Advance Health Care directives
Gifting Strategies
* Generation-skipping transfer tax and exemption planning
* Dynasty trusts
* Wealth leveraging techniques
Charitable Planning
* Charitable gifts
* Charitable remainder trusts
* Charitable lead trusts
* Private foundations
* Public foundations
* Supporting organizations
Closely Held Businesses
* Succession planning
* Buy-sell agreements
* Family limited partnerships
* Limited liability companies
* Grantor retained annuity trusts
* Sale to defective trusts
* Installment sales
* Private annuities
* Qualified personal residence trusts
Fellow - American College of Trust & Estate Counsel
Thomas J Bonasera
Dinsmore & Shohl LLP
191 W Nationwide Blvd #300
Columbus OH 43215-8120
Tel: 614 227-4263
Fax: 614 221-8590
E-mail: tbonasera@dinslaw.com
Practice Areas
* Corporate
* Estate and Trust
- Estate Administration
- Estate Planning
Thomas J. Bonasera is a Partner in the Corporate Department and a member of the firm's Board of Directors. Mr. Bonasera focuses his practice on trust and estate administration and litigation, estate planning and closely held business matters. Mr. Bonasera advises his clients on a broad range of trust and estate planning and litigation matters, obligations and liabilities of trustees and other fiduciaries and trust and estate beneficiary rights and closely held business matters including business disputes.
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