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Karen A. Rolcik - West Chester, OH

8859 Cincinnati Dayton RoadSuite 201 West Chester, OH 45069 - 3193

Super Lawyers®

1

Updated: 05/15/2018

West Chester Estate Planning Lawyer

Overview

For more than 30 years, Karen has represented individuals and families in all aspects of estate planning and estate/trust administration. Karen assists clients with the design and implementation of an estate plan that achieves their goals which include minimization of estate taxes, preservation of family assets, management of assets for children or beneficiaries with special needs, planning for life insurance and retirement plans, and Medicaid planning...

For more than 30 years, Karen has represented individuals and families in all aspects of estate planning and estate/trust administration. Karen assists clients with the design and implementation of an estate plan that achieves their goals which include minimization of estate taxes, preservation of family assets, management of assets for children or beneficiaries with special needs, planning for life insurance and retirement plans, and Medicaid planning. Karen also counsels clients through the asset transition process after a family member has passed away.

A significant portion of Karen's practice concentrates on Elder Law which involves counseling seniors and their families regarding the legal and financial issues confronting seniors. This includes matters such as: selection and designation of financial and health care agents; design and implementation of Medicaid & VA qualifying trusts; navigating through eligibility and qualification for Medicaid and VA benefits such as Aid & Attendance.

In addition, Karen advises business owners with the organization and operation of their business entities working with them to design and implement a succession plan to ensure the continued profitability and viability of the business in the event of the owner's disability, retirement or death.

Karen is an avid recreational golfer. Karen loves to travel, read (mysteries, thrillers and suspense novels in particular), garden, and go on walks with her two dogs, Rosie and Mandy.

About Karen A. Rolcik

Practice Areas

  • Estate Planning
  • Probate
  • Elder Law
  • Veterans Benefits

Qualifications

Bar Admissions

  • Ohio
  • Texas
  • U.S. District Court Southern District of Ohio, 1987
  • U.S. Tax Court, 1986
  • Supreme Court of Ohio, 1986
  • Supreme Court of the United States of America, 2015
  • Supreme Court of Texas, 1992
  • U.S. Court of Federal Claims, 1986
  • U.S. Court of Appeals Federal Circuit, 1987

Specialties and Certifications

  • Certified Specialist in Estate Planning, Probate and Trust Law by the Ohio State Bar Association , 2007 – Present
  • VA Accredited Attorney – United States Department of Veterans Affairs

Other Affiliations

  • Ohio State Bar Association – Estate Planning, Trust & Probate Law Specialty Governing Board
  • Ohio State Bar Association (Estate Planning, Probate & Trust Law Section; Elder and Special Needs Law Committee; Solo, Small Firms and General Practice Section)
  • Elder Counsel
  • NAELA (National Academy of Elder Law Attorneys) (Treasurer, 2010 - 2012 - Ohio Chapter)
  • Cincinnati Bar Association ( Past Member, Board of Trustees)
  • Cincinnati Bar Association – Estate Planning & Probate Section (Chair, 2014 – 2015: Vice Chair, 2012 – 2013; Continuing Legal Education Coordinator, 2011-2012;Planning Committee, Advanced Estate Planning Institute, 2007 – present, Chair - 2012)
  • Cincinnati Bar Association ( Past Chair, Women Lawyers Committee))
  • American Bar Association (Real Property, Trust & Estate Law Section; Taxation Section; Senior Lawyers Division (Elder Law))
  • State Bar of Texas
  • Butler University Alumni Association
  • Indiana University Mauer School of Law Alumni Association

Pro Bono Activities

  • Alzheimer’s Association – Walk to Remember (Butler & Warren Counties), Planning Committee, 2009 - 2015
  • Community Foundation of West Chester/Liberty (Board of Trustees 2010 - 2017; Chair – Planned Giving Committee 2011 - 2014)
  • Hero’s Fund of the Community Foundation of West Chester/Liberty (Board of Advisors; Planning Committee – Hero’s Celebration 2012; Frozen Open (golf outing) 2013)
  • Canines for Christ – Pet Therapy dog handler visiting nursing/rehab facilities

Education

  • Indiana University School of Law, Indianapolis, Indiana, 1986
    J.D.
    Honors: cum laude
  • Butler University, Indianapolis, Indiana, 1983
    B.S.
    Honors: magna cum laude
    Major: Accounting/Business Administration

Fees

Accepts Credit Cards

Office Information

Address

8859 Cincinnati Dayton RoadSuite 201 West Chester, OH 45069 - 3193

Fax

  • 513-777-3900

Achievements

Other Sources of Feedback About Karen A. Rolcik

Included on the 2024 Ohio list


Past Lists

  • 2023 Ohio Super Lawyers list
  • 2022 Ohio Super Lawyers list
  • 2021 Ohio Super Lawyers list
  • 2020 Ohio Super Lawyers list
  • 2019 Ohio Super Lawyers list
  • 2018 Ohio Super Lawyers list
  • 2017 Ohio Super Lawyers list
  • 2016 Ohio Super Lawyers list
  • 2015 Ohio Super Lawyers list
  • 2014 Ohio Super Lawyers list
  • 2013 Ohio Super Lawyers list
  • 2012 Ohio Super Lawyers list
  • 2011 Ohio Super Lawyers list
  • 2010 Ohio Super Lawyers list
  • 2009 Ohio Super Lawyers list
  • 2008 Ohio Super Lawyers list

View the profile for Karen A. Rolcik on Super Lawyers

Honors

  • Ohio Super Lawyers – Estate Planning – 2007 through 2018
  • Best Lawyers in America – Estate Planning – 2010 through 2018
  • Martindale Hubbell Client Distinction Award - 2015

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