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Before joining Schneider Smeltz Spieth Bell LLP as a Partner in March 2016, Lisa Monihan had been a Director and Shareholder of Spieth, Bell, McCurdy & Newell since 1998. She joined that firm in 1995 after ten years with two large law firms. Her practice is focused on wealth transfer planning for individuals and fiduciaries, including income, gift, estate and generation-skipping transfer tax planning, trust and estate administration, multi-generational family issues, retirement planning, succession planning for closely-held businesses and charitable planning.

Lisa was once told by a new client that the decision to hire her was made because “you really listened to what I had to say; the other lawyers I interviewed were too busy trying to impress me with how smart they were.” Lisa establishes personal, long term relationships with her clients, and guides them through the legal, tax, financial and family issues in their unique situations with empathy and compassion.

Lisa is a frequent speaker to professional and community groups on estate planning and related topics.

Contact & Links
Location
  • One Cleveland Center, Suite 900
    1375 East Ninth Street
    Cleveland, OH 44114
Education
  • Cleveland Marshall College of Law, J.D., graduated 1984
  • John Carroll University, B.S. in Economics, graduated 1979
Bar Admissions
  • Ohio, State of Ohio
Affiliations
  • American Bar Association - Member
  • Ohio State Bar Association - Member
  • Cleveland Metropolitan Bar Association - Member
  • Ohio Women’s Bar Association - Member
  • The American College of Trust and Estate Counsel (ACTEC); State Laws Committee, Technology in the Practice Committee - Fellow
Court Admissions
  • U.S. District Court, Northern District of Ohio
  • U.S. Tax Court
  • U.S. Supreme Court

Lawyer of the Year Badge - 2024 - Tax Law Lawyer of the Year Badge - 2023 - Trusts and Estates
Named "Lawyer of the Year" by Best Lawyers® for:
  • Tax Law, Cleveland (2024)
  • Trusts and Estates, Cleveland (2023)
Recognized in The Best Lawyers in America® 2024 for work in:
  • Litigation - Trusts and Estates
  • Tax Law
  • Trusts and Estates
Awards:
  • Martindale-Hubbell® AV Preeminent®
  • Chambers High Net Worth: Private Wealth Law
  • Selected to the Ohio Super Lawyers® list: 2006-present
  • Distinguished Estate Planner; awarded in 2013 by The Estate Planning Council of Cleveland

Certifications
  • Accredited Estate Planner®
  • Fellow, The American College of Trust and Estate Counsel (ACTEC)

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