The Loeffler Law Firm, LLC

Asset Protection, Business, Elder Law and Estate Planning

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D. Bowen ("Bo") Loeffler, Esq.


Bo Loeffler
  • B.A., College of Wooster; J.D. The University of Toledo School of Law.
  • Founder and member of The Loeffler Law firm, LLC, located in Port Clinton and Sandusky, Ohio. Client base is located throughout Ohio and the United States.
  • Former prosecutor, U.S. Bankruptcy Trustee, commercial litigation attorney and board member of a community bank.
  • Practice limited to asset protection, estate planning, Medicaid/nursing home/elder law planning, business planning, trusts, real estate and representing lottery winners. In recent years, Bo has had the opportunity to represent and consult with a number of Ohio Lottery winners.
  • Professional Memberships include: the American College of Trust and Estate Counsel (ACTEC-Fellow); Ohio State Bar Association (Estate Planning, Trust, and Probate Law Section (Section Council); Ohio Legacy Trusts (DAPT) committee; Business Entities committee; Co-chair Asset Protection and Legacy Trust committee.
  • Co-author of HB 479 (along with Ohio attorneys, John Sullivan, Michael Stegman, Brian Layman and Dan Griffith). Gave the lead off proponent testimony involving HB 479 and the creation of the Ohio Legacy Trust (eff. 3/27/2013) to both the Ohio House Judiciary and the Ohio Senate Judiciary committees.
  • Co-author of statutory LLC charging order protections as contained in HB 48 (eff. 5/4/2012).
  • Co-founder of the recently established Ohio Asset Protection and Legacy Trust Institute in collaboration with the Ohio State Bar Association.
  • Completed the training programs of both the National Network of Estate Attorneys and the Medicaid Practice Systems Collaborative. Graduate of the Esperti-Petersen Institute for Advanced Estate Planning.
  • Co-author of For Ohio Doctors – A Guide to Asset Protection, Tax and Estate Planning (Guardian Press 2010).
  • Authored and presented numerous CLEs in the areas of asset protection, business planning, domestic asset protection trusts and trust planning to state, national and local organizations. Recent CLEs include: (Sept. 2013- Marvin Pliskin Advanced Estate Planning Institute, Ohio Legacy Trusts and DAPTs and (April 2013- Ohio Asset Protection and Legacy Trust Institute), Why Asset Protect: the Facts on the Ground; H.B. 479: A Potpourri of Protections and A Walk Through New Chapter 5816 of the Ohio Revised Code.
  • Author or co-author of numerous published articles including the following recently published articles: When An Estate Planner Meets Asset Protection: An Analysis of the Huber Case: (Probate Law Journal of Ohio – Oct.-Nov. 2013 Issue); Ohio's Quiet Revolution: The Ohio Asset Management Modernization Act of 2012 (Probate Law Journal of Ohio-Jan.–Feb. 2013 Issue; co-authored with John Sullivan Esq.); Ohio LLC Update: HB 48 Ushers Ohio into the Modern Age (Probate Law Journal of Ohio-March/April 2012 Issue; co-authored with John Sullivan Esq.); Legacy Trusts: Will Ohio Move Forward? (Ohio Lawyer Magazine, March/April 2011 Issue co-authored with John Sullivan Esq. and Mike Stegman, Esq).; Ohio LLC's After Florida's Olmstead Decision: Why Ohio LLCs are No Good Anymore, How to Fix Them and What to do Until They Are Fixed, (Probate Law Journal of Ohio-Nov.- Dec. 2010 Issue).