William McLoughlin
profile
profile
  • Partner

Location:

Westerville, OH

Phone:

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

  • 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

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. - 1986
    • Honors: cum laude
  • Otterbein College, Westerville, Ohio
    • B.A. - 1983
    • Honors: With Honors
    • Major: Accounting

Classes/Seminars

  • Business Law, Adjunct Professor, Otterbein University, 1993

Honors and Awards

  • Martindale Hubbell - AV Rating

Professional Associations and Memberships

  • American Bar Association, 1988
  • Ohio State Bar Association, 1988
  • Columbus Bar Association, 1988
  • American & Ohio Society of Certified Public Accountants, 1988

Past Employment Positions

  • Cooper & Lybrand LPA, Supervisor, 1986 to 1988

Pro Bono Activities

  • Volunteer Guardianship Program, Columbus Bar & Central Ohio Area on Aging, 1996
  • Franklin County First Responder Estate Planning Program, 2008 to 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