Boutique Estate Planning & Probate Law Firm
Estate Planning, Trust, and Probate Law for Ohio and Florida Families
Clear legal and tax perspective. Thoughtful guidance. Decisions built to hold up over time.
About Us
Meet Marc D. Smith, Attorney & CPA
Meet Marc D. Smith, Attorney & CPA
Meet Marc D. Smith, Attorney & CPA
Marc D. Smith is a boutique estate planning attorney with more than 27 years of experience guiding individuals and families through estate planning, trust administration, and probate matters.
As both an attorney and a Certified Public Accountant (inactive status), Marc brings a combined legal and financial perspective to estate and tax-rel
Marc D. Smith is a boutique estate planning attorney with more than 27 years of experience guiding individuals and families through estate planning, trust administration, and probate matters.
As both an attorney and a Certified Public Accountant (inactive status), Marc brings a combined legal and financial perspective to estate and tax-related decisions. This integrated background allows him to consider how legal structure, tax consequences, and long-term family considerations intersect, helping clients make decisions designed to hold up over time. He is licensed to practice law in Ohio and Florida and is admitted to practice before the United States Tax Court.
Marc works directly with clients throughout the planning or administration process, providing strategic oversight and judgment at every stage. Clients consistently remark that the experience feels calm and well-organized, even during emotionally difficult transitions, because complex decisions are explained clearly and addressed with care.
Whether planning for the future or administering an estate after a loss, Marc emphasizes clarity, precision, and careful stewardship, serving families who value sound judgment and clear communication.
The firm offers flat-fee estate planning and hourly trust and probate administration. Tax planning and preparation, as well as business formation and representation, are provided on a selective basis, primarily for existing clients and referral partners. Services are delivered from the firm’s Columbus office, with virtual options available throughout Ohio and Florida. The firm’s work is structured and documented to support clarity and continuity over time, regardless of changes in circumstances.
Our Services
Meet Marc D. Smith, Attorney & CPA
Meet Marc D. Smith, Attorney & CPA
We serve individuals and families across Ohio and Florida in matters involving estate planning, trust and probate administration, elder law, and closely related tax and business matters.
Estate Planning
Wills, revocable and irrevocable trusts, powers of attorney, asset protection planning, and elder law planning.
Trust and Probate Administr
We serve individuals and families across Ohio and Florida in matters involving estate planning, trust and probate administration, elder law, and closely related tax and business matters.
Estate Planning
Wills, revocable and irrevocable trusts, powers of attorney, asset protection planning, and elder law planning.
Trust and Probate Administration
Legal guidance for executors, trustees, and beneficiaries, including court filings, compliance oversight, asset administration, and distributions.
Florida Planning for Ohio Residents
Estate planning and administration for clients with property, residency, or family connections in both Ohio and Florida.
Tax and Business Matters
Selective tax planning and preparation, business formation, and succession planning, primarily for existing clients and referral partners.
Our Approach
Meet Marc D. Smith, Attorney & CPA
Columbus, Ohio
We approach estate planning and administration as judgment-driven work, not volume-driven transactions. Every matter is handled with careful attention to legal requirements, tax considerations, and the human realities families face when planning for the future or navigating a loss.
Clients work directly with an experienced attorney through
We approach estate planning and administration as judgment-driven work, not volume-driven transactions. Every matter is handled with careful attention to legal requirements, tax considerations, and the human realities families face when planning for the future or navigating a loss.
Clients work directly with an experienced attorney throughout the engagement. Advice is practical, measured, and tailored to the specific circumstances involved, with complex issues explained clearly and decisions documented thoughtfully.
Fees and scope are defined at the outset to avoid surprises. Estate planning is typically handled on a flat-fee basis, while trust and probate administration are billed hourly, reflecting the variable nature of those matters.
The firm regularly serves clients with connections to both Ohio and Florida, allowing for coordinated planning and administration across jurisdictions. Longstanding relationships with clients and professional advisors reflect a consistent focus on clarity, reliability, and sound judgment over time.
Columbus, Ohio
Start the Process with Confidence
Columbus, Ohio
Columbus, OH Office (Main)
7650 Rivers Edge Drive, Suite 101
Columbus, OH 43235
(614) 888-4911
Naples, Florida
Start the Process with Confidence
Start the Process with Confidence
Naples, FL Office (By Appointment)
Coming Soon!
Start the Process with Confidence
Start the Process with Confidence
Start the Process with Confidence
Book your review or consultation now. We offer in-person, telephone, and Zoom appointments to meet your needs.