William J. McLoughlin

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. Awards and Honors Honors Martindale Hubbell - AV Rating, 1999 - Present

• Partner

• Cooper & Lybrand LPA, Supervisor, 1986 - 1988
• Languages
• English

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

• 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

• Ohio, 1986
• Specialties and Certifications
• Estate Planning Probate & Trust Law, Ohio State Bar Association, 2003

• 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
• Fraternities and Sororities
• Pi Kappa Phi