Dayton Tax Planning, Estate Planning & Estate Administration Attorneys

Informed Legal Guidance & Helpful Advice

Property taxes, income and capital gains taxes, estate, and gift taxes all play a significant role in estate planning, trusts, and probate. If you transfer property or money without properly planning these taxes, you may not like the results.

At McNamee & McNamee, PLL, we provide comprehensive tax planning services and reliable estate planning and administration counsel for individuals, families, businesses, and governmental entities at the federal, state, and local levels. Reach out to us today if you need help with business succession planning, asset protection, or tax controversy resolution.

Comprehensive Tax Planning Services

McNamee & McNamee, PLL proudly represents businesses, individuals, and estates at all stages of federal, state, and local tax controversy and litigation. We are here to assess your situation and design an optimal tax plan to minimize or eliminate taxes for you or your business. Our legal team can manage your tax filings with the Internal Revenue Service (IRS), Ohio Department of Taxation (ODT), Ohio Board of Revisions and Board of Tax Appeals, Ohio’s Office of Workforce Development Department (OOWDD), and other local taxing authorities. 

Our reputable attorneys have substantial experience with domestic and international tax issues, which makes us uniquely positioned to assist you with the following:

  • Tax planning and return preparation
  • Preparation of unfiled and delinquent tax returns
  • Tax return review and tax opinions

Effective Estate Planning Services

Our compassionate lawyers are familiar with a wide range of estate planning matters, and we understand that devising a strategy to protect your hard-earned assets and property can be a complicated task. That is why our firm takes pride in using our decades of experience to help guide clients through each phase of the estate planning process.

When you choose our firm for your estate planning needs, we will get right to work creating a proactive strategy. Our goal is to ease or eliminate burdens that are commonly placed on a decedent’s loved ones.

Our client-tailored estate plans are designed to minimize estate taxes and cover major life events, inevitable losses, and various financial matters that can impact the wealth and the legacy you leave for your family.

If you are a business owner, it is crucial that you have a detailed plan in place for when you need to permanently or temporarily step away from your business. If you are not around to make decisions about your business operations, then this responsibility may end up being given to someone you do not trust to fulfill duties or meet your expectations.

If you want your company to be in good hands when you are unable to make decisions yourself, you need an estate plan that protects your legal interests. Our lawyers can help get your business affairs in order and ensure that your wishes are executed on your behalf when you are not around. 

Estate Planning We Can Assist With

  • Transferring business assets to heirs 
  • Business succession
  • Buy sell agreements
  • Family-run succession
  • Life insurance policies
  • Pension plans
  • Wills
  • Trusts 
  • Powers of attorney
  • Disability planning
  • Asset protection
  • Medicaid and nursing home planning
  • Review/update existing estate plans and documents 

If you would like us to take a look at your estate plan, assist with tax planning matters, or guide you through the estate administration process, please call our number (937) 468-3130 or contact us online to request a consultation with our firm.


Our Notable Cases
  • Benjamin Donahue, et al. v. Winifred LaBomme, et al., Tuscarawas Common Pleas, No. 2020 CV 07 0385

    Prevailed on motion to dismiss while defending clients/sellers against claims that they had fraudulently concealed defects in property from buyers.

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  • Powell v. Board of County Commissioners of Warren County, et al. (12th Dist.), 2020-Ohio-5570.

    County resolution approving a 62-lot housing development was reversed and nullified because it violated the county zoning resolution. Appellate court ...

    Read More
  • Kunk v. Westward Success, et al., Montgomery Common Pleas, No. 2020 CV 04019

    Negotiated settlement between corporation and its members in order to facilitate corporate breakup and legal dispute.

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  • Yankee Trace Homeowners’ Association v. Baranowski, et al., Montgomery Common Pleas, No. 2020 CV 00290

    Prevailed on motion to enforce proposed settlement agreement in lawsuit regarding short term rentals, leading to settlement and dismissal of lawsuit.

    Read More
  • Jerry Farmer v. Danny Roush, Jr., et al., Montgomery Common Pleas No. 2020 CV 02682

    Awarded summary judgment for landlord named as a party in dog-bite case.

    Read More
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Insightful Estate & Trust Administration Counsel

Our attorneys know that the fiduciary responsibilities that come with managing an estate and/or trust can be difficult to take on by yourself. This is especially true if the administrator of the estate (administrator or executor) and/or trust (trustee) must manage numerous assets that require regular attention. Our firm offers a wide range of estate and/or trust administration services. If you are an heir, trustee, beneficiary, claimant, executor, administrator, or someone who just wants to get their affairs in order, please get in touch with McNamee & McNamee, PLL so our legal team can put our extensive resources to work to protect your best interests. 

We handle the following estate administration matters:

  • Trust modification
  • Trust litigation
  • Guardianships and conservatorships
  • Disputing undue influence over a will
  • Breaches of fiduciary duties by trustees
  • Will contests
Contact Us
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