William J. McGraw III

William J. McGraw III

President
Attorney since 1973
Location:
Troy, Ohio
Phone:
937-552-5947
Fax:
937-335-5802
Email:

Areas of Practice

  • Real Estate Purchase Agreements
  • Estate Planning
  • Real Estate Law & Title Insurance
  • Medicaid Planning
  • Mergers and Acquisitions
  • Corporation, Limited Liability Company, and Partnership Formation

Certified Legal Specialties

  • Board Certified Specialist in Estate Planning, Trust & Probate Law, Ohio State Bar Association

Bar Admissions

  • Ohio, 1973
  • U.S. District Court Southern District of Ohio, 1974
  • U.S. Tax Court, 1985

Education

  • The Ohio State University College of Law, Columbus, Ohio
    • J.D. cum laude - 1972
  • Ohio University, Athens, Ohio
    • B.A. cum laude - 1970

Published Works

  • Trust Drafting for Non-Tax Reasons, PROBATE LAW JOURNAL OF OHIO
  • Are the Contractual Terms and Conditions Governing How the Owner of an IRA Designates a Beneficiary Still Enforceable? (Co-Author James D. Brookshire) PROBATE, LAW JOURNAL OF OHIO (September/October 2013)
  • A Brief Course in Abatement of Legacies: Short on Assets? Who Takes the Hit?, PROBATE LAW JOURNAL OF OHIO (March/April 2013)
  • Lessons for Changing Beneficiaries on IRAs (Co-Author James D. Brookshire) PROBATE, LAW JOURNAL OF OHIO (May/June 2012)
  • Ohio Trust Code Additional Form PROBATE LAW JOURNAL OF OHIO (January/February 2012)
  • UPDATING THE OHIO TRUST CODE, OHIO STATE BAR ASSOCIATION PUBLICATION Author of Chapter 8(a) Additional Forms for Use with the Ohio Trust Code (2012)
  • Going, Going, Gone! Ohio Estate Tax Repealed – What Do We Do Now? PROBATE LAW JOURNAL OF OHIO (July/August 2011)
  • Will the Ohio Sponge Tax Rise From the Ashes? PROBATE LAW JOURNAL OF OHIO, (July/August 2010)
  • Nuggets and Nuances: Ohio Estate Tax Issues, Audits, Tax Apportionment and a Plea, for Reform PROBATE LAW JOURNAL OF OHIO (September/October 2008)
  • OHIO TRUST CODE: PRACTICE TIPS AND FORMS, OHIO STATE BAR ASSOCIATION PUBLICATION Co-Author of Chapter 3, Establishment and Administration of Trust (2008)
  • Ohio Trust Code Office Practice and Forms Checklist PROBATE LAW JOURNAL OF OHIO (May/June 2007)
  • The Simmering Ohio Additional Estate Tax Issue PROBATE LAW JOURNAL OF OHIO (May/June 2007)
  • Ohio Trust Code Office Practice and Forms Checklist PROBATE LAW JOURNAL OF OHIO (November/December 2006)
  • Interest on Sponge Tax Refunds? ODT Says No PROBATE LAW JOURNAL OF OHIO (November/December 2005)
  • Ohio Additional Estate Tax: Legislative or Judicial Solution? PROBATE LAW JOURNAL OF OHIO (May/June 2004)
  • Ohio Probate Law Journal - A Practitioner’s Road Map for Contesting the Ohio Additional Estate Tax PROBATE LAW JOURNAL OF OHIO (November/December 2003)
  • Continuing Decedent’s Business After Death PROBATE LAW JOURNAL OF OHIO (May/June 2002)
  • Termination of Small Trusts PROBATE LAW JOURNAL OF OHIO (May/June 2002)
  • Uniform Trust Code - Article 10 Liability of Trustees and Rights of Persons Dealing with Trustee PROBATE LAW JOURNAL OF OHIO (March/April 2001)

Classes/Seminars

  • Editorial Board of the Ohio Probate Law Journal
  • Miami County YMCA “Estate Planning Overview”, August 23, 2006
  • Troy Kiwanis Club “Estate Planning Check-up and Recent, April 13, 2005
  • Edison Community College “Estate Planning for the Family Business the Executive Forum”, January 23, 2005
  • Troy Chamber of Commerce “Succession Planning for the Small Business Owner”, August 2, 2001
  • Troy Kiwanis Club “Basics of Estate Planning”, June 13, 2001
  • Piqua YWCA “Estate Planning-Death, Dying, Incapacity and Remarriage”, April 18, 2000
  • Dayton Bar Association Corporate Counsel Committee “I’m Late! I’m Late! For a Very Important Date! Personal Estate Planning for Corporate Counsel”, February 11, 1998
  • Ginghamsburg United Methodist Church “Estate Planning Concepts”, October 26, 1997
  • Third Savings and Loan Company “Who do you Trust (Use of Trusts in Estate Planning)”, February 4, 1997
  • Life Underwriters Association “Overview of Estate Planning Process”, November 15, 1995
  • Troy Area Chamber of Commerce Small Business Council “Estate Planning for the Family Business”, May 18, 1995
  • Troy Senior Citizens “Reducing Costs on Death Including the use of Revocable Living Trusts”, June 15, 1994 & September 28, 1994
  • Murray Wells Wendeln and Nolan CPAs Tax Planning Seminar “Current Estate Planning Issues, Overview, Developments and Planning Techniques”
  • Merrill Lynch Pierce Fenner & Smith “Estate Planning”, October 20, 1991
  • Troy Area Chamber of Commerce “Estate, Trust, and Tax Planning”, October 22, 1987
  • Ohio State Bar Association CLE, Marvin Pliskin Annual Advanced Estate Planning Seminar, “Trust Drafting for Non-Tax Purposes”, September, 2013
  • Ohio State Bar Association Convention, Senior Lawyers Presentation – Masters of the Bar CLE “What Attorneys Should Know About Estate and Trust Planning for Themselves and the Future of Their Law Practices”, May, 2013
  • Darke County Bar Association “Ohio Uniform Power of Attorney Act”, March, 2013
  • Ohio State Bar Association “The Ohio Uniform Power of Attorney Act”, October, 2012
  • Edison Community College Foundation Estate Planning Seminar “Ohio Legislative Update”, October, 2012
  • Ohio State Bar Association CLE, Updating the Ohio Trust Code – Modification and Termination of Trusts Panel Discussion Topic “Full Court Proceeding and Order”, March, 2012
  • Ohio State Bar Association Convention – Masters at the Bar CLE “What Attorneys Should Know About Estate and Trust Planning for Themselves and the Future of their Law Practices”, May, 2011
  • Ohio State Bar Association (Satellite telecast to 8 locations in the state) – “Ohio Trust Code Practice Tips and Form”, June, 2008
  • Ohio State Bar Association Annual Convention “Ohio Estate Tax Nuggets, Nuances and Planning Opportunities”, May, 2008
  • Darke County Bar Association “Ohio Trust Code Office Practice and Procedures”, November, 2007
  • Miami County Bar Association “Ohio Trust Code - Office Practice and Procedures”, April, 2007
  • Ohio ACTEC Meeting Cincinnati, Ohio “Ohio Trust Code Office Practice and Procedures”, April, 2007
  • Cleveland Tax Institute “Ohio Trust Code Office Practice and Forms Outline”, October, 2006
  • Ohio State Bar Association, Cincinnati and Toledo, Ohio Trust Code Seminar “Revocable Trusts”, August, 2006
  • Ohio State Bar Association Marvin Pliskin Advanced Probate Seminar, “Simmering Ohio Additional Estate Tax Issue and Legislative Update”, September, 2004
  • Troy Founation (Co-Presented with Prof. Christopher R. Hoyt) “Planning with a Disappearing Estate Tax and Selected Ohio Estate Tax Issues/Legislative and Case Law Update”, December, 2003
  • Ohio ACTEC Meeting “Ohio Additional Estate Tax Issues”, October, 2003
  • Miami County Bar Association “Probate Seminar”, October, 2002
  • Ohio State Bar Association “Problems in Probate and Case Law and Legislative Update”, May, 2002
  • Ohio State Bar Association Advanced Probate Seminar “Ohio Estate Tax Issues”, September, 2001
  • Probate Committee of the Miami County Bar Association “Income Taxation of Estates”, February, 1999
  • Probate Committee of the Miami County Bar Association “One Potato, Two Potato, Three Potato Four What do I need a Court Accounting For?”, November, 1992

Honors and Awards

  • Recognized as one of Ohio’s “Super Lawyers” by Cincinnati Magazine, 2004 - 2014
  • Named as one of the Top 50 Lawyers in the Dayton/Cincinnati area
  • Named as one of the Top 100 Super Lawyers in the State of Ohio
  • Elected Fellow, American College of Trust and Estate Counsel, 2002
  • Elected Fellow, Ohio State Bar Foundation, 1992

Professional Associations and Memberships

  • American College of Trust and Estate Counsel, Fellow
  • Estate Planning, Trust and Probate Council, Ohio State Bar Association, Immediate Past Chair
  • Miami County Bar Association, President
  • Ohio State Bar Association, Treasurer 2003-2005, Secretary 2005-2007, Vice Chair 2007-2009
  • Ohio Trust Code Joint Bankers/Bar Committee
  • Asset Protection and Legacy
  • Trust Decanting Legislation Committee
  • Ohio House of Representatives Judiciary and Ethics
  • Ohio Senate Civil Justice Committee

Past Employment Positions

  • Shareholder and President, Dungan, McGraw & Kappers 1980 - 1991
  • Partner, Dungan & McGraw 1976 - 1980
  • Associate, J. Cameron Dungan 1973 - 1976