Walter Haverfield Attorney

Robert S. Horbaly

  • Of Counsel
  • Cleveland Direct: 216.928.2934
  • Cleveland Fax: 216.916.2371

Overview

Bob joined Walter | Haverfield in 1970. After gaining experience in general practice, he began specializing in estate planning. He is also a specialist in the administration of probate estates and trusts. Bob has valuable insight into the pitfalls of overcomplicated and inefficient estate plans. Bob has successfully administered more than 750 probate estates during his 45-year career, both modest and multi-million dollar estates with multiple complex probate and tax issues.

Bob provides counsel to a wide range of business owners, executives, professionals and their spouses in such matters as estate and tax planning, wills, family trusts, probate litigation and estate administration. A substantial portion of Bob’s practice serves clients who also use the firm as their business or professional legal counsel. Bob is well-versed in credit shelter and marital deduction planning, disclaimer planning, QTIP planning, Qualified Domestic Trusts, irrevocable life insurance trusts, qualified personal residence trusts and family limited partnerships. He also counsels families regarding guardianships.

Experience

Estate Planning
  • Preparation of wills and trusts for large and small estates
  • Preparation of health care directives
  • Preparation of financial powers of attorney
  • Preparation of various types of trusts to minimize estate tax
  • Utilize gift planning to benefit beneficiaries and estates
  • Funding of trusts
  • Utilizing non-probate planning to facilitate the transfer of assets
Probate and Trust Administration
  • Representing executors or administrators in the orderly transfer of assets on death
  • Administration of trusts of all sizes
  • Preparation of small and large estate tax returns
  • Handles audits of estate tax returns
  • Prepares heirship determinations
  • Handles specialized problems in the administration of trusts and estates
Probate and Trust Litigation
  • Participation in will contest actions
  • Preparation of private trust settlement agreements
  • Representing trustees and beneficiaries in complex trust litigation

Recognition

  • AV rated by Martindale-Hubbell
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Articles

Presentations

Associations

  • Bob served as a councilman in the city of Berea for several years. He also served on the Charter Review Committee in Strongsville and is involved in many charitable activities with the Strongsville Rotary Club
  • American Bar Association - real property, probate and trust law sections
  • Cleveland Metropolitan Bar Association - estate planning section
  • Estate Planning Council of Cleveland

Podcasts

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