Litigation - Trusts and Estates Tax Law Trusts and Estates
M. Elizabeth "Lisa" Monihan
Recognized in Best Lawyers since 2018 Awarded Practice Areas
Biography
Lisa Monihan is a Partner in the Trusts & Estates Practice Group, and she also serves as a practice group co- coordinator. 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.
A client once told Lisa that the decision to hire her was made because “[she] 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.
Overview
- English
- Cleveland Marshall College of Law, J.D., graduated 1984
- John Carroll University, B.S., Economics, graduated 1979
- Ohio, Ohio State Bar Association
- 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
- Marvin R. Pliskin Advanced Probate and Estate Planning Seminar - Planning Committee Member
- Probate Law Journal of Ohio - Editorial Advisory Board Member
- Estate Planning Council of Cleveland - Member and Former President
- U.S. District Court, Northern District of Ohio
- U.S. Tax Court
- U.S. Supreme Court
- English
- Ohio, Ohio State Bar Association
- 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
- Marvin R. Pliskin Advanced Probate and Estate Planning Seminar - Planning Committee Member
- Probate Law Journal of Ohio - Editorial Advisory Board Member
- Estate Planning Council of Cleveland - Member and Former President
- Cleveland Marshall College of Law, J.D., graduated 1984
- John Carroll University, B.S., Economics, graduated 1979
- U.S. District Court, Northern District of Ohio
- U.S. Tax Court
- U.S. Supreme Court
Client Testimonials
Awards & Focus
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® 2026 for work in:
- Litigation - Trusts and Estates
- Tax Law
- Trusts and Estates
Awards:
- Martindale-Hubbell® AV Preeminent®
- Ranked in Chambers High Net Worth: Private Wealth Law, 2018-present
Selected to the Ohio Super Lawyers® list: 2006-present
- Top 50: Women Ohio Super Lawyers list: 2024-2026
- Top 25: Women Cleveland Super Lawyers list: 2024
Crain's 2022 Notables In Law
Accredited Estate Planner® - National Association of Estate Planners & Councils
- Distinguished Estate Planner; awarded in 2013 by The Estate Planning Council of Cleveland
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