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Erika Haupt

Erika Haupt

Roetzel & Andress, LPA, Ohio, Columbus

Erika Haupt
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Ohio, Columbus office

41 S. High Street, Huntington Center, 21st Floor, Columbus, Ohio 43215

Biography

Erika focuses her practice on wealth transfer and estate planning matters, including business succession planning and all aspects of tax and business planning for owners of closely held businesses. She also counsels clients on general corporate, tax, transactional, and financing matters, estate and trust administration, issues relating to both charitable and non-charitable tax-exempt organizations, and the drafting and negotiation of premarital agreements. In the last several years, her practice has expanded to include fiduciary litigation, representing both trustees and beneficiaries with respect to the distribution of trust assets, interpretation of trust agreements, modification of trust and trust terminations. Her clients include individuals, closely held, emerging and family businesses, a variety of corporations and other business entities, charities, nonprofit institutions, and professional practices.

Specialities

  1. Tax law
  2. Trusts and Estates