Kaye Willi
About
Willi Law Office LLC, established in 1983 and based in Westerville, OH, is a trusted legal firm that specializes in resolving tax and estate issues. Led by Kaye Willi, a certified public accountant and a board-certified specialist in estate planning, trust, and probate law, the team is committed to helping individuals and businesses navigate complex legal processes. They offer expertise in various areas including estate planning, fiduciary tax compliance, business succession planning, and IRS audit representation. Willi Law Office LLC prides itself in providing personal and responsive legal services to protect client interests.
Location and hours
Kaye Willi
635 Park Meadow Road, Suite 204
Westerville, OH 43081-2872
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Resume
Work Experience
Attorney
Willi Law Office, LLC
1996 - Present
Adjunct Professor
Capital University Law & Graduate School, LNC Program
2000 - 2009
Legal & Financial Editor
Senior Source Magazine
1999 - 2005
Attorney
William A. Morse, LPA
1994 - 1996
Assistant Attorney General
Ohio Attorney General, PUCO Section
1991 - 1993
Administrative Law Judge
Public Utilities Commission of Ohio (PUCO)
1989 - 1991
Senior Tax Consultant
Deloitte Haskins & Sells (N.K.A Deloitte & Touche)
1985 - 1989
Education
The Ohio State University
1980
Miami University of Ohio
Accounting
1976
Miami University of Ohio
1976
Duke Law School
1983
The Ohio State University
Economics
1980
Duke Law School
Law
1983
Associations & Affiliations
Estate & Gift Tax Committee, Columbus Bar Association
Member
Probate Law Committee, Columbus Bar Association
Member
Tax Section, Ohio Society of Certified Public Accountants
Member
Delaware County Bar Association
Member
Professional Advisors Group, The Catholic Foundation
Member
Columbus Estate Planning Council
Member
Worthington Estate Planning Council
Member
Central Ohio Planned Giving Council
Member
American Society of Tax Problem Solvers
Member
Publications
Drafting Effective Wills & Trusts (National Business Institute)
Basic Tax Considerations: What you Need to Know in Order to Choose the Appropriate Plan
2007
Strategies for Proper Trust Creation (National Business Institute)
Recognizing the Different Types of Trusts
2007
Estate Administration Procedures: Why Each Step is Important (National Business Institute)
Ethical Considerations in Estate Administration
2008
The Probate Process from A to Z (National Business Institute)
Tax Planning and Consequences of Probate
2011
Probate Practice: The Essential Basics (National Business Institute)
Ethics in Probate Practice
2006
Senior Source Magazine (1999 - 2005)
Various Articles
2005
Making the Most of Your Legal Support Staff in Corporate and Real Estate Transactions (Ohio State Bar Association)
Estate and Business Succession Planning: Issues Affecting the Family Business Client
2002
National Regulatory Research Institute
Regulating Electric Utilities with Subsidiaries
1986
Duke Law Journal
A Review of Shipowners’ Statutory Duty Under Section 905(b) of the Longshoremen’s and Harbor Workers’ Compensation Act: Does Scindia Require a Change in Course?
1983
National Regulatory Research Institute
Marginal Cost Ratemaking for Cogeneration, Interruptible, and Backup Service
1981
National Regulator Research Institute
Budget Billing Plans for Electric and Gas Utilities: an Analysis and Some Recommendations for Change
1979
Speaking Engagements
Nationwide Adoption Academy
Tax Provisions Related to Adoption
2017
Nationwide Adoption Academy
Tax Provisions Related to Adoption
2013
The Probate Process from A to Z
Tax Planning Consequences of Probate
2011
Drafting Effective Wills & Trusts
Basic Tax Considerations: What you Need to Know in Order to Choose the Appropriate Plan
2007
Stretegies for Proper Trust Creation
Recognizing the Different Types of Trusts
2007
CLE Seminar
Estate & Business Succession Planning
2002
Services offered
Tax Attorney
Estate Attorney
Wills And Estate Planning
Probate Attorney