Michael J. Millonig, Attorney at Law
7601 Paragon Road Suite 103
Dayton, OH 45459
(937) 438-3977


Michael J. Millonig, Attorney at Law:


 Ohio State Bar Association Board Certified Estate Planning, Trust and Probate Specialist
 Certified as an Elder Law Attorney by the National Elder Law Foundation since 1998
 CPA inactive status

 VA (Veterans Admin)  Accredited Attorney

  

 

 

 

 

 

 

 

 

 Estate Planning Services:


 Includes preparation of wills, trusts, revocable living trusts, estate planning to avoid probate, A B trusts, irrevocable life insurance trusts, dynasty trusts, family limited partnerships (FLP), special needs trusts (SNT), durable powers of attorney, health care powers of attorney, living wills, advanced estate tax planning for estates over five million dollars, business succession planning and gift tax returns.

 

Asset Protection :


 Asset protection planning to protect assets from the risks of future lawsuits, government expropriation and other threats, family limited partnerships (FLP), limited liability companies (LLC), State law exemptions for assets, offshore trusts, foreign asset protection trusts and domestic asset protection trusts (Ohio, Alaska, Delaware, Nevada, Rhode Island, Utah, South Dakota, Missouri, Oklahoma, Tennessee, Wyoming and New Hampshire trusts).

 

Probate Services:


 Includes probate administration of decedent's estates, estate tax return preparation, guardianship and accounts of trustees. Prompt completion of all probate estates is a top priority.

 

Trust Administration Services:


 Includes representation of trustees upon the death of the grantor of the trust and estate tax return preparation.

 

Business Representation:


 Includes a wide range of legal services for the needs of business owners such as business formation [incorporation, partnership agreements, limited liability co. (LLC)], purchase and sale of a business, contracts, employment law, and general legal advice on business matters.

 

Tax Services:


Includes income tax planning and advice incident to any business transaction, representation before the IRS in audits and tax litigation, and other advice in the areas of individual, estate, gift, corporate and partnership tax law.

 

 

DISCLAIMER
The information contained on this site is intended as a general explanation of the law. It is not intended as legal advice and should not be relied upon to answer any specific questions concerning your own circumstances or for purposes of legal planning. Please seek the counsel of a lawyer if you need any legal advice.
 Circular 230 Disclosure: Any U.S. federal tax advice contained on this site is not intended or written to be used, and cannot be used, by any person for the purposes of avoiding any penalty that may be imposed by the Internal Revenue Service. Further, any U.S. federal tax advice contained in this material deemed written to support the promotion and marketing by others of any transactions or matters addressed was not intended or written to be used, and cannot be used, by any person, for he purpose of avoiding U.S. federal tax penalties that may be imposed on such person, and each taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

  • Does Applying for Medicaid on an Incapacitated Person's Behalf Require a Guardianship?

    My mother-in-law is in a nursing home and is mentally and physically incapacitated. She has run out of funds and needs to apply for Medicaid. We do not have a power of attorney or guardianship. We are supplying the information requested by Medicaid for the application. Is it necessary to have a guardianship for her before she can receive Medicaid? 

  • It's Medicare Open Enrollment Time

    It’s that time of year again -- time to reassess whether your Medicare plan is working for you and to jump ship if it isn’t. Medicare's open enrollment period runs from October 15 to December 7.

  • Will Our Uncle's Cash Gifts to Us Need to Be Repaid?

    My uncle has no children of his own, only three nieces. He is considering gifting each of us $14,000, the maximum amount in 2014 that the IRS allows a taxpayer to gift to another individual without reporting the gift. If my uncle were to enter a nursing home within five years, would we be responsible to pay back the gifts? 

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