• Revocable Living Trusts

• Wills

• Probate

• Special Needs Trusts

•  Trusts for Children

• Disability Planning

• Asset Protection

• Charitable Giving

• Business Planning

• Trust Administration

William K. Root - Attorney Profile

Partner

phone: 1-614-923-5757
fax: (614) 889-5250
email: William K. Root

William K. Root is a partner of the firm and limits his practice to estate and wealth strategies planning for individuals and closely held businesses.  As a parent of a special needs child, he is also dedicated to planning for families with special needs.
Bill Root is a fellow of the Esperti Peterson Institute and has completed its Masters Program in Advanced Estate Planning. He also teaches estate and retirement planning to students in the Family Financial Management Program in the College of Education and Human Ecology at The Ohio State University.  Bill frequently speaks at programs and conferences for professionals in estate planning.

Education:

Capital University Law School, Columbus, Ohio, 1978
J.D.

The Ohio State University, 1972 M.B.A. The Ohio State University, 1971
B.A.

Published Works:

LEGACY-Plan, Protect and Preserve Your Estate, (Contributing Author, Co-Authored by Robert A. Esperti and Renno L. Peterson), 1997

GENERATIONS, (Contributing Author, Co-Authored by Robert A. Esperti and Renno L. Peterson), 1999

"Electing to Treat a Revocable Trust as Part of the Estate;" was published in the Summer 1999 issue of Conspectus Current, Estate & Wealth Strategies Planning Journal.

"New Dimensions in Education Planning," published in the August-September 2001 issue of the Journal of Practical Estate Planning, published bi-monthly by CCH Incorporated.

Classes/Seminars Taught:

Masters Program in Advanced Estate Planning

Estate and Retirement Planning to Students, Family Financial Management Program, College of Education and Human Ecology, The Ohio State University

Estate and Retirement Planning to Students, Continuing Education CFP Program, The Ohio State University

Honors and Awards:

Fellow, Esperti Peterson Institute

Professional Associations and Memberships:

Ohio State Bar Association - Member

Delaware County Bar Association - Member

The Columbus Foundation - Advisory Board

Ohio University College of Business- Finance Advisory Council

To discuss your specific needs, call 1-614-760-1801

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Located in Dublin, Ohio, Resch and Root provides sophisticated legal counsel to clients in central Ohio, including Dublin, Upper Arlington, Westerville, Hilliard, Worthington, Powell, New Albany, Columbus, Cincinnati, Dayton, Cleveland, Youngstown, Akron, Newark, Lancaster, Delaware, Marysville, Circleville, Pataskala, London, Portsmouth, Zanesville, Chillicothe, Athens, Marietta, Jackson, Waverly City, and Gallipolis.