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Beth L. O'Laughlin

Associate | Email

  • Holland

    t. +1.616.396.3118

    f. +1.616.396.3656

  • Midland

    t. +1.989.698.3703

    f. +1.989.486.6100

Biography

Beth O’Laughlin focuses her practice on counseling individuals, families and businesses on trust and estate planning and administration, succession planning, tax matters, and wealth preservation. She finds it rewarding to help high net worth clients employ complex estate planning strategies to assist them in minimizing or eliminating gift, estate and generation-skipping transfer tax liabilities. She enjoys assisting young professionals and entrepreneurs as they begin planning for their future. Beth also assists closely held and family businesses in negotiating and executing business transactions, managing ongoing operations, and designing and effectuating succession plans.

Beth enjoys the challenge of coordinating sophisticated planning that is both effective and accessible for her clients, and she has been recognized for her successes. For each of the past three years Beth has been named as a Michigan Rising Star and named to the Michigan Top Women Super Lawyers list by Super Lawyers Magazine.

Industries

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Education

  • University of Toledo J.D. 2010 summa cum laude
  • Central Michigan University B.A. 2004 summa cum laude

Admitted

  • 2010, Ohio
  • 2011, Michigan

Clerk Experience

  • Midland County Circuit Court, Honorable Jonathan E. Lauderbach

Bar Associations

  • State Bar of Michigan
    Probate & Estate Planning Section, Business Law Section and Young Lawyers Section
  • State Bar of Ohio
  • Midland County Bar Association
  • Ottawa County Bar Association

Experience

Estate Planning and Settlement
 
  • Represents a broad spectrum of clients ranging from high net worth individuals to young professionals, advising on estate plans designed to effectively distribute assets, minimize taxation, and avoid probate.
  • Counsels high net worth individuals and their families on tax sensitive planning techniques including irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), “intentionally defective” grantor trusts, spousal limited access trusts (SLATs), and charitable remainder trusts (CRTs).
  • Assists clients in integrating real property, business interests, retirement plans, and heirloom assets into estate plans.
  • Builds estate plans to effectively navigate the complexities of second marriage situations, children from prior relationships, and special needs beneficiaries.
 
Family Business Succession Planning
 
  • Develops plans to transfer ownership of family businesses to next generation owners on a tax-advantaged basis using techniques such as grantor retained annuity trusts and sales to grantor trusts.
  • Counsels families on strategies to effectively transition management to successive generations while retaining key nonfamily employees.
  • Assist families in integrating family values and culture into complex plans.

General Business Law  
 
  • Represents closely held businesses in determining proper entity selection, formation, ongoing operations and succession planning.
  • Drafts business agreements, including operating agreements, shareholder agreements, buy-sell agreements, stock redemption agreements, employment agreements, non-compete agreements, nondisclosure agreements and leases.
  • Negotiates and structures business transactions, including the drafting of documents to memorialize equity or asset purchases, financing and security.

Honors & Awards

  • Named as a Michigan Super Lawyer Rising Star, 2017-Present
  • Named as a Michigan Top Woman Super Lawyer by Super Lawyers, 2017-Present
  • Probate & Estate Planning Certificate – Michigan Institute of Continuing Legal Education
  • Order of the Coif
  • Editor, University of Toledo Law Review
  • Dean’s Scholarship
  • Centralis Scholarship

Leadership

Professional Affiliations

  • Northeastern Michigan Estate Planning Council
  • Women Lawyers Association of Michigan

Community Affiliations

  • Midland Area Chamber Foundation Board Member
    Board Chair (2018); Treasurer (2017); Board of Directors (2015-18)
  • Inforum - A Professional Women's Alliance
  • 100 Young Professionals Giving Circle
  • Leadership Midland
    2012 Graduate
  • Midland Young Professionals
    Secretary (2014-17); Steering Committee Member (2012-17)
  • Secretary and Steering Committee Member
  • Young Leaders United
  • Personal Assistance Options
    Board of Directors (2012-16)

Speaking Engagements

  • “Estate Planning and Succession Planning for the Family Business,” Family Owned Business Affinity Group, June 2019
  • “A Trustee’s Perspective on Trust Directors,” Institute of Continuing Legal Education 28th Annual Drafting Estate Planning Documents Seminar, February 2019
  • “Estate Planning: Protecting Yourself and Your Family," Northwood University, September 2016

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