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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.

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
  • 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
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

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Publications

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