Contact Information Office: Waterville and Findlay, Ohio
Phone: 419-878-2931
Fax: 419-878-4727
Email: pcroy@rcolaw.com
Practice Areas Estate Planning
Estate Administration
Trust Administration
Succession Planning for Small Business
Succession Planning for Family Farms
Business Transaction
Commercial Real Esatate
Residential Real Estate
Paul E. Croy
is a partner with Robison, Curphey & O'Connell and has extensive experience in the areas of estate planning, business transactions and real estate.
He is a frequent lecturer on estate planning and administration for community and professional groups and served as an adjunct instructor at Northwest State Community College for 10 years.
PRACTICE DETAILS
Estate Planning and Administration.
Paul assists clients in developing estate plans for the orderly and economical transfer of accumulated wealth and agricultural or other business interests to family members both during life and at death. This may include the use of a wide variety of documents and techniques such as wills, revocable and irrevocable trusts, limited liability companies and family limited partnerships, irrevocable life insurance trusts, including spousal lifetime access trusts, conservation easements, charitable lead and remainder trusts and various gifting and transfer plans.
In addition, Paul assists fiduciaries , such as executors and trustees in the administration of probate estates and trusts. This includes the preparation of Federal and Ohio Estate Tax Returns and trust and estate income returns, advising in the use of tax savings techniques such as qualified disclaimers and assisting in the transfer of estate and trust assets.
Succession
Planning for Small Business. Paul advises small business owners on issues involving estate planning and administration, succession planning, business structure and real estate transactions.
Succession
Planning for Family Farms. Paul advises family farm clients on issues involving estate planning and administration, succession planning, business structure and real estate transactions.
Business Transactions and Formations.
Paul advises clients in the formation and governance of business entities such as partnerships, corporations and limited liability companies, as well as transactions involving the acquisition or sale of business assets or interests.
Commercial and Residential Real Estate. Paul represents clients, both individual and corporate, in all phases of residential and corporate real estate transactions.
COMMUNITY ASSOCIATIONS
Waterville Rotary, Board of Directors and Past President
Waterville Chamber of Commerce, Past President
Erie Shores Council of the Boy Scouts of America, Executive Board Member and former Vice President of District Operations
PROFESSIONAL ASSOCIATIONS
American, Ohio State Bar
and Toledo Bar Associations
Wood County Bar Association
Toledo Estate Planning Council
RECOGNITION
20 Under Forty Award, Toledo, Ohio, 2003
First recipient of the Ohio State Bar Foundation’s Community Service Award for Attorneys Under 40
Silver Beaver Award, Toledo Area Council of Boy Scouts
Eagle Scout
BAR ADMISSIONS
Ohio, 1989
EDUCATION
J.D., University of Toledo College of Law (cum laude), 1989
B.A., University of Toledo, 1986
PRESENTATIONS
"Farm Estate Planning" presented at The Toledo Bar Association Annual Probate Seminar.
"Keeping the Farm in the Family" presented to Northwest Ohio Farmers
"Values First Estate Planning" presented to Northwest Ohio small
business owners.
"Exit Planning for Small Business Owners"
"Ten Red Flags of Estate Planning"
"Choosing a Business Entity" presented to Northwest Ohio small
business owners.