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William J. McLoughlin

William J. McLoughlin

Partner
Location:
Westerville, Ohio
Phone:
614-882-2327 (Local)
Fax:
614-882-5150
Email:

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.

Areas of Practice

  • 40% Estate Planning
  • 30% Probate & Trust Administration
  • 10% Business Organization, Succession Planning
  • 10% Real Estate
  • 10% Tax
  • Business Successions
  • Closely Held Businesses
  • Closely Held Businesses
  • Joint Ventures
  • Limited Liability Companies
  • Non-profit & Tax-exempt Organizations
  • Partnerships
  • Guardianships & Conservatorships
  • Living Wills
  • Powers of Attorney and Appointment
  • Estate Administration
  • Estate Administration
  • Estate & Gift Taxation
  • Income Taxation

Litigation Percentage

  • 5% of Practice Devoted to Litigation

Certified Legal Specialties

  • Estate Planning Probate & Trust Law, Ohio State Bar Association, 2003

Bar Admissions

  • Ohio, 1986

Education

  • University of Toledo College of Law, Toledo, Ohio
    • J.D. cum laude - 1986
    • Honors: Order of Barristers
  • Otterbein College, Westerville, Ohio
    • B.A. - 1983
    • Honors: With Honors
    • Major: Accounting

Classes/Seminars

  • Business Law, Adjunct Professor, Otterbein University, 1993 - Present

Honors and Awards

  • Martindale Hubbell - AV Rating, 1999 - Present

Professional Associations and Memberships

  • 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

Past Employment 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

Languages

  • English

Fraternities/Sororities

  • Pi Kappa Phi
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Office Location

Metz, Bailey & McLoughlin
33 E. Schrock Road,
Suite 1
Westerville, OH 43081

Local: 614-882-2327
Fax: 614-882-5150

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