About Steve R. Wolterman
Steve R. Wolterman is the founding attorney and managing partner of Wolterman Law Office. For more than 20 years, he has helped Ohio families protect what they have built through thoughtful estate planning, including wills, revocable and irrevocable trusts, powers of attorney, and health care directives. His approach is practical and client-centered: he takes the time to understand each family's situation and explains every option clearly, without legal jargon.
Steve's estate planning practice covers the full range of planning needs, from simple will packages for young families to complex trust structures for clients with significant assets, business interests, or blended family situations. He works closely with clients on probate administration when a loved one passes, guiding families through the Ohio probate process with the same care he brings to planning.
Steve also serves real estate investors nationwide as a Certified Exchange Specialist (CES) through 1031 Federal Exchange. His background in finance (B.S. Finance, Clemson University) is an asset for clients whose estate plans involve real estate holdings, business interests, or investment property.
A Cincinnati native, Steve attended St. Xavier High School before earning his B.S. in Finance from Clemson University (Dean's List, 2002) and his J.D. from the University of Cincinnati College of Law (Dean's List, 2007). He founded Wolterman Law Office in 2008 with the conviction that clients deserve direct access to their attorney. Steve resides near Loveland with his wife and three daughters.
Credentials and Recognition
Awards and Recognition
Credentials
- University of Cincinnati College of Law, J.D. 2007 (Dean's List)
- Clemson University, B.S. Finance 2002 (Dean's List)
- St. Xavier High School, Cincinnati, Ohio
- Ohio, 2007
- U.S. District Court, Southern District of Ohio, 2009
- U.S. Tax Court, 2009
- Certified Exchange Specialist (CES), Federation of Exchange Accommodators
- American Bar Association (2011 to present)
- Cincinnati Bar Association (2007 to present)
- Ohio State Bar Association (2007 to present)
- American Association of Certified Fraud Examiners (2009 to present)
- Federation of Exchange Accommodators (FEA)
Practice Areas
- Estate Planning (wills, revocable and irrevocable trusts, powers of attorney, health care directives, legacy planning)
- Probate and Estate Administration (Ohio probate court, executor guidance, trust administration)
- Business Law (formation, mergers and acquisitions, succession planning, contracts)
- 1031 Tax-Deferred Exchanges (forward, reverse, improvement, and simultaneous exchanges via 1031 Federal Exchange)
- Real Estate Law (transactions, title review, commercial leases)
- Tax Law (corporate and individual tax planning)
Prior Experience
Before founding Wolterman Law Office, Steve served as an attorney and associate at Robinson Law Firm (2007 to 2008), where he developed his foundation in tax and business law. He founded Wolterman Law Office in 2008 with a focus on serving individuals, families, and businesses in Southwest Ohio with the same level of expertise available at large firms, delivered with the personal attention of a community practice.
Frequently Asked Questions
Who is Steve Wolterman?
Steve R. Wolterman is the founding attorney and managing partner of Wolterman Law Office. He is an Ohio estate planning attorney with over 20 years of experience helping families create wills, trusts, and powers of attorney. He is admitted to the Ohio Bar (2007), received his J.D. from the University of Cincinnati College of Law, and holds the Certified Exchange Specialist (CES) designation for 1031 exchange work.
What is a Certified Exchange Specialist?
A Certified Exchange Specialist (CES) is the only nationally recognized credential in the 1031 exchange industry, awarded by the Federation of Exchange Accommodators (FEA). It requires passing a comprehensive examination and ongoing continuing education. Steve Wolterman holds the CES designation and has personally overseen over 1,000 exchanges for clients in all 50 states.
What practice areas does Steve Wolterman handle?
Steve Wolterman's practice focuses on estate planning (wills, trusts, powers of attorney), 1031 tax-deferred exchanges, business law (formation, mergers and acquisitions, succession planning), real estate law, and tax law. He serves clients throughout Ohio and handles 1031 exchanges for clients in all 50 states through 1031 Federal Exchange.
How do I schedule a consultation with Steve Wolterman?
You can schedule a consultation with Steve Wolterman by calling 513-224-5191 or by completing the online contact form. Consultations are available by phone, Zoom, or in person at our Loveland or Blue Ash offices.
Schedule a Consultation with Steve
Estate planning, 1031 exchanges, business law, and real estate. Free initial consultations available by phone, Zoom, or in person.