Jennifer J. Loomis, LLC - Cincinnati, OH

Strategic Estate Planning and Probate Counsel in Cincinnati, Ohio

Preserving family wealth, protecting beneficiaries, and navigating probate court require an attorney who combines financial insight with personal empathy. Located at 15 West 4th Street in downtown Cincinnati, Jennifer J. Loomis, LLC (dba Loomis Firm) represents individuals, families, and business owners across Southwest Ohio and Northern Kentucky. Founder Jennifer J. Loomis brings twenty years of legal experience, preceded by work as a trust administrator in the high-net-worth trust division of a prominent regional bank. An OSBA Certified Specialist in Estate Planning, Trust, and Probate Law, attorney Loomis designs customized solutions that minimize tax exposure and prevent disputes. Whether you need to hire an estate planning lawyer for a revocable living trust or require probate counsel, Loomis Firm delivers exceptional advocacy.

Comprehensive Wills, Trusts, and Wealth Preservation

An effective estate plan shields family assets from creditors, taxes, and probate delays. Loomis Firm takes a holistic approach to lifetime planning:

• Drafting last will and testament documents to name executors and guardians for minor children.
• Creating revocable living trusts and irrevocable trusts to bypass probate proceedings and preserve privacy.
• Establishing durable power of attorney authorizations and healthcare directives for incapacity protection.
• Formulating wealth preservation strategies, generation-skipping trusts, and tax-efficient asset re-titling.

Compassionate Ohio Probate and Trust Administration

Settling an estate involves strict fiduciary duties and court deadlines. Loomis Firm guides executors and trustees through every phase:

• Assisting executors with Hamilton County probate court filings, inventories, and statutory notices.
• Advising trustees on ongoing trust administration, fiduciary accounting, and asset distribution.
• Resolving creditor claims, debts, and statutory allowances under Ohio probate law.

Complex Tax Representation and IRS Controversy Defense

Tax considerations impact wealth transfers. Drawing on advanced tax experience, attorney Jennifer Loomis assists clients with tax compliance and controversies:

• Preparing fiduciary income tax returns and federal estate and gift tax filings for estates and trusts.
• Representing taxpayers in audits before the Internal Revenue Service and Ohio Department of Taxation.
• Filing requests for tax penalty abatements, refund claims, and private letter rulings with the IRS.

Business Formation and Succession Planning

For entrepreneurs and family business owners, commercial success is inextricably linked with personal legacy planning. Loomis Firm provides foundational corporate guidance to ensure enterprise continuity:

• Advising founders on entity selection, business formation, LLC structuring, and operating agreements.
• Drafting buy-sell agreements and business succession plans that facilitate smooth transitions to future generations.
• Reviewing commercial contracts, vendor agreements, and transactional instruments for small business operators.

Why Greater Cincinnati Clients Choose Loomis Firm

Clients choose Loomis Firm for the unique advantage of working directly with an OSBA Certified Specialist who combines private banking experience with courtroom mastery. Holding licenses in Ohio and Kentucky, Jennifer J. Loomis provides boutique accessibility, flexible virtual and in-person consultations, and validated downtown parking for client convenience.

Schedule a Consultation with Jennifer J. Loomis Today

Securing your family legacy and protecting your hard-earned assets begin with a thoughtful conversation. If you need to find an attorney in Cincinnati to establish an estate plan, resolve a tax controversy, or navigate probate, contact Loomis Firm at (513) 618-7811 to schedule your consultation today.