Karen Ann Rolcik Esq

Karen Ann Rolcik Esq

Karen Ann Rolcik Esq
Rolcik Law Office
Experience: 37 years
Elder Law, Estate Planning, Business Law and 2 others
Ohio, Ohio and Texas
Estate Planning & Trust Law, Trust Law and 6 others
Free consultation have
Awards 8
Experience 37y
Online & Web 1

Biography Submit listing

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.

Jurisdictions Admitted to Practice

Ohio
Ohio

Since 1986

Texas

Since 1992

Professional Experience

2011 - Current

Rolcik Law Office

Principal

2011

Graydon Head & Ritchey

Of Counsel

1998

Jones Day Reavis & Pogue

Attorney

1992

Squire, Sanders & Dempsey LLP

Attorney

1989

Taft, Stettinius & Hollister

Attorney

Education

1983 - 1986

Indiana University Maurer School of Law

J.D. (1986)

Honors: Magna Cum Laude

1979 - 1983

Butler University

B.S. (1983) | Accounting/Business Administration

Honors: Cum Laude

Awards

Karen Ann Rolcik Esq
Estate Planning & Trust Law

Super Lawyers

Trust Law

Best Lawyers in America

Best Law Firms in Ohio

US News & World Report

Best Attorneys in Ohio

Best Lawyers

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

Contacts

8859 Cincinnati-Dayton Road Suite #201 West Chester OH 45069 Telephone: (513) 777-7400 Fax: (513) 777-3900
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Karen Ann Rolcik Esq
Karen Ann Rolcik Esq Rolcik Law Office

Experience: 37 years
Website: Open
Location: USA
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Practice Areas

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

Languages

English: Spoken, Written

Certifications

Estate Planning, Trust and Probate Law Specialist

Ohio State Bar Association

Websites