William J. McLoughlin - Westerville, OH
Attorney at Metz, Bailey & McLoughlin, LLP
Estate Planning Lawyers in Westerville, OH
33 E. Schrock Road Suite 1 Westerville, OH 43081
Westerville Estate Planning Lawyer
Updated: 03/02/2026
Areas of Practice
- 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%
Attorney Information
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.
Awards and Honors
Honors
- Martindale Hubbell - AV Rating, 1999 - Present
Education
-
Legal Education
-
University of Toledo College of Law,
Toledo,
Ohio, 1986
J.D.
Honors: cum laude
Honors: Order of Barristers
-
University of Toledo College of Law,
Toledo,
Ohio, 1986
-
Non Legal Education
-
Otterbein College,
Westerville,
Ohio, 1983
B.A.
Honors: With Honors
Major: Accounting
-
Otterbein College,
Westerville,
Ohio, 1983
Current Employment Position(s)
-
Partner
Past Positions
- Cooper & Lybrand LPA, Supervisor, 1986 - 1988
Languages
-
English
Classes and Seminars
- Business Law, Adjunct Professor, Otterbein University, 1993 - Present
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
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
Fraternities and Sororities
- Pi Kappa Phi
Photo
Contact
33 E. Schrock Road
Suite 1
Westerville, OH 43081
Fax: 614-882-5150
Email: Send a message
Website: https://www.metzbailey.com
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