William J. McLoughlin - Westerville, OH
33 E. Schrock RoadSuite 1 Westerville, OH 43081
Metz, Bailey & McLoughlin, LLP
Westerville Estate Planning Lawyer
Overview
The primary focus of my law practice involves guiding individuals through the complex estate planning process and probate. I have more than thirty years’ experience in the preparation and administration of matters ranging from very basic wills to highly sophisticated wealth and family business transfers. I provide clients guidance with all areas of probate law and estate tax matters, including resolution of contested cases in Probate Court and the Internal Revenue Service.
I also counsel clients on the formation and operation of closely held businesses, corporations, limited liability companies and partnerships. Such advice involves preparation of shareholder/owner agreements, buy-sell agreements, employment and compensation agreements, and business sales and acquisitions.
I began my career as a Certified Public Accountant (inactive) having spent a considerable amount of his accounting practice assisting clients in the insurance, real estate development and retail food service industries.
My wife and I reside in Westerville, Ohio, and have two children. I am a member of the Westerville Sunrise Rotary and enjoy golfing and time with my family.
About William J. McLoughlin
Practice Areas
- Estate Planning 40%
- Probate & Trust Administration 30%
- Business Organization & Succession Planning 10%
- Real Estate 10%
- Tax 10%
- Business Successions
- Joint Ventures
- Limited Liability Companies
- Non-profit & Tax-exempt Organizations
- Partnerships
- Closely Held Businesses
- Living Wills
- Powers of Attorney and Appointment
- Estate & Gift Taxation
- Guardianships & Conservatorships
- Estate Administration
- Income Taxation
Litigation
- 5%
Current Employment Position(s)
- Partner
Languages
- English
Qualifications
Bar Admissions
- Ohio, 1986
Specialties and Certifications
- Estate Planning Probate & Trust Law, Ohio State Bar Association, 2003
Other Affiliations
- American Bar Association, 1988 - Present
- Ohio State Bar Association, 1988 - Present
- Columbus Bar Association, 1988 - Present
- American & Ohio Society of Certified Public Accountants, 1988 - Present
Education
- University of Toledo College of Law, Toledo, Ohio, 1986
J.D.
Honors: cum laude
Honors: Order of Barristers - Otterbein College, Westerville, Ohio, 1983
B.A.
Honors: With Honors
Major: Accounting
Fraternities and Sororities
- Pi Kappa Phi
Past Positions
- Cooper & Lybrand LPA, Supervisor, 1986 - 1988
Pro Bono Activities
- Volunteer Guardianship Program, Columbus Bar & Central Ohio Area on Aging, 1996 - Present
- Franklin County First Responder Estate Planning Program, 2008
- Board of Directors, Westerville Noon Rotary Club
- Secretary, Otterbein "O" Club
- Columbus Foundation, Legal Advisory Board
- Worthington Estate Planning Council
- Catholic Foundation, Advisory Board
Classes and Seminars
- Business Law, Adjunct Professor, Otterbein University, 1993 - Present
Office Information
Address
33 E. Schrock RoadSuite 1 Westerville, OH 43081
Phone
Fax
- 614-882-5150
Accepts Credit Cards
Yes
Websites
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