Skip to main content
Find a Lawyer

Enter legal issue and location

William J. McLoughlin - Westerville, OH

33 E. Schrock RoadSuite 1 Westerville, OH 43081

Updated: 10/31/2018

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...

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

Achievements

Honors

  • Martindale Hubbell - AV Rating, 1999 - Present

Photo

Office Information

Address

33 E. Schrock RoadSuite 1 Westerville, OH 43081

Fax

  • 614-882-5150

Accepts Credit Cards

Yes

When viewing a listing, consider the state advertising restrictions to which lawyers and law firms must adhere, as well as our FindLaw.com Legal Directory disclaimer. Some lawyers publish comparative information regarding the services that they provide which may be subject to specific comparative communications restrictions.

Write Your Review

Fields marked with an * are required

1. Rating

Overall rating

How would you rate your overall experience with this lawyer?

Use the up and down arrows to increase or decrease the rating

Please Rate
Optional ratings
Value
Please Rate
Quality Of Service
Please Rate
Professional Competence
Please Rate

2. Review

Please share your opinion of working with this attorney. Do not reveal personal information or details about your case. All submitted reviews are shared with the attorney prior to publishing.

Your feedback must be at least 50 characters.Your review must be at least 50 characters
I would recommend this attorney to friends and family:

3. Verification

Keep my name anonymous from public view:
Customer Type
Please choose one

Please confirm you are not a robot

By submitting this form you agree to receive email communications from FindLaw related to the management of your review.

Privacy Statement Contact Lawyer FAQ

Call us at 614-423-4619

Fields marked with an * are required

Preferred contact method
DISCLAIMER: The information contained in this web site is intended to convey general information. It should not be construed as legal advice or opinion. It is not an offer to represent you, nor is it intended to create an attorney-client relationship. The use of the internet or this contact form for communication is not necessarily a secure environment. Contacting a lawyer or law firm email through this service will not create an attorney-client relationship, and information will not necessarily be treated as privileged or confidential.

Firm Address

Fax:
614-882-5150
Google Map
33 E. Schrock RoadSuite 1 Westerville, OH 43081

Find a Lawyer

More Options