Daniel J. Kloos
Associate
Overview
Daniel Kloos focuses his practice on Probate, Estate Planning, and Medicaid Asset Protection. He advises and assists clients in developing individual estate plans to ensure that their intent and goals are achieved, including implementation of complex business succession trusts, asset protection trusts, and special needs trusts.
Daniel works with clients to protect assets from nursing home and Medicaid long-term care costs. He recognizes that navigating long-term care costs and the requirements of Medicaid can be daunting. He seeks to demystify the requirements of Medicaid long-term care eligibility and to assist families with smart planning regarding their assets and income to meet the eligibility criteria.
Daniel also has experience managing general business law and transactional matters, including formation of business entities, drafting and reviewing contracts, and real estate transactions.
Daniel is licensed to practice law in Ohio and Florida.
Outside of work, he enjoys fly fishing with friends and family.
Credentials:
J.D., Cleveland-Marshall College of Law, 2021
M.A., Environmental Studies, Cleveland State University
B.S., Natural Resource Management, The Ohio State University
Admissions
- Supreme Court of Ohio
- Supreme Court of Florida
- U.S. District Court, Northern District of Ohio
Accomplishments
Daniel presented an estate planning program to senior residents who gathered on July 10, 2024 at the Zion United Church of Christ at 2716 West 14th Street in Tremont, Ohio.
Daniel's blog, "Do Business Owners Need an Estate Plan?" was published April 24, 2024 on the Firm's website (link).
Daniel presented "Estate Planning & Medicaid Long-Term Care Planning" at the seminar hosted by the North Ridgeville Senior Center on April 11, 2024.
Daniel presented at CarePatrol's Senior Lunch & Learn Seminar concerning the financial side of senior care.
Daniel's blog, "Confused About Medicaid Long-Term Care Planning?" was published February 27, 2024 on the Firm's website (link). The information also was requested as an article for the March issue of the Lorain County Office on Aging (LCOOA) The Senior Times newspaper.
Daniel's article, "Now's the Time to Plan for the Future," was published in the February 2024 issue of the Lorain County Office on Aging (LCOOA) The Senior Times newspaper.