Chuck counsels individuals and families on complex estate, charitable, financial and retirement planning matters; on estate, gift and generation-skipping taxes; and on the organization and operation of private foundations. He also counsels owners of closely-held and family businesses on succession planning. His experience as both attorney and CPA (Ohio, Inactive) has enabled Chuck to build a reputation for excellent work product, thoughtful strategies and a client-centered service style.
Before joining the firm in 1993, Chuck was an associate attorney with Thompson Hine and Flory (1985-1992), and a senior accountant with Price Waterhouse (1983-1985). Chuck is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law. He is admitted to practice law in both Ohio and Florida.
Chuck is active in his profession and is a member of a variety of groups and association, including serving as the President of the Cleveland Chapter of the Society of Financial Service Professionals. He is a member and Former Trustee of the Estate Planning Council of Cleveland. He believes that it is important to give back to the community, and has served as a Trustee of the Alzheimer's Association and Catholic Charities. He serves as Trustee of the Frederick W. and Janet P. Dorn Foundation and is a class agent for the St. Ignatius High School Alumni Association. Currently he is a member of the Estate Planning Advisory Council for Cleveland State University and the Cleveland Hearing and Speech Center.