Best Lawyers Near You in Beachwood, Ohio for Trusts and Estates
Douglas C. Carlson has extensive experience in corporate, partnership, individual and estate tax matters. The primary emphasis of his practice is on transactional planning, including acquisitions and dispositions, reorganizations and limited partnership syndications, liquidations and executive compensation, including stock options and deferred compensation. He has substantial experience in compliance activities, controversy matters, and state and local tax matters. As a business law attorney,...
Bart spent the first part of his career as an insurance advisor and securities analyst. He later became a lawyer and developed his skills as a litigator and trust attorney. This wide range of experience enables him to give his clients a comprehensive view of financial planning not often found in estate planning attorneys. Bart Leonardi is a Certified Specialist in Estate Planning, Trust and Probate Law by the Ohio State Bar Association. His practice is concentrated in the areas of estate plan...
As an elected Fellow of the American College of Trust and Estate Counsel (ACTEC), Kyle has years of experience counseling multi-generational families, business owners, fiduciaries, entities, family offices and beneficiaries regarding: Administration of estates and trusts (including tax compliance, selection of investment counsel, discretionary distributions and fiduciary accountings) Asset protection and titling Beneficiary representation Business succession Charitable giving (including priva...
Jennifer is a partner at Schneider Smeltz Spieth Bell LLP. She serves as a high net worth family counselor with knowledge and understanding of sophisticated estate planning techniques and the broader needs of high net worth families. Her strength lies in communicating complex matters in plain terms and working collaboratively as part of an advisor team to provide practical counsel to multigenerational families consistent with their risk tolerance, goals, family dynamics, and desire for comple...
Jamie McHenry is a Partner in the Trusts & Estates Practice Group, focusing in the areas of probate, estate planning, and tax matters. Her particular experience focuses on assisting clients with charitable planning and trust and probate administration matters. Jamie also contributes to the Trusts & Estates group by providing assistance to clients on legal matters involving estate planning and administration, estate and gift tax planning, nonprofit law, and trust administration. She ha...
Matt's practice covers a wide range of tax-related areas, including estate planning and business succession, foreign bank account reporting (FBAR) and related issues, entity taxation, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. Matt formerly served as an attorney-advisor to Judge Herbert L. Chabot of the U.S. Tax Court, and, in addition to Cleveland, has practiced in Honolulu, Hawaii, and Washington D.C. Matt has spoken nationall...
Paul joined the Firm in 1996 and became a Partner in 2003. He works with individuals, businesses, and foundations, and his practice emphasizes estate planning and administration; trust administration; income taxation of estates, trusts, and individuals; planning for charitable gifts and foundations; and business succession planning. Paul is a frequent speaker and author on a wide range of estate planning topics. In particular, he has a strong expertise in qualified retirement plans and IRAs, ...
David Lenz joined the Firm in 2006, became a Partner in 2013, and was elected to serve as Managing Partner in 2020. His practice focuses primarily on planning for and administering wealth transfer for individuals and families, in addition to counseling charitable organizations. David considers each client’s unique estate planning needs, creating comprehensive plans and helping families communicate their purpose and goals to the next generation. This often includes complex charitable, re...
Kevin R. Keogh is a lawyer recognized by Best Lawyers in the practice areas of Closely Held Companies and Family Businesses Law and Trusts and Estates. Kevin R. practices law in Cleveland, Ohio Best Lawyers has recognized Kevin R. Keogh since 2021. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Kevin R. Keogh is held by other lawyers.
Mr. Boyko is an experienced attorney who practices in the areas of business and real estate law as well as probate and estate planning . He previously served as managing partner of the law firm of Boyko, Dobeck & Weaver before joining Mansour Gavin in late 2016. He is currently admitted to practice law in both the State of Ohio and the State of Florida, as well as the United States District Court, Northern District of Ohio. Tim represents individuals, companies, and non-profit organizatio...
Attorney Janet L. Lowder has devoted her career to defining, promoting, and protecting the legal rights of the elderly and of persons with mental and physical disabilities. Janet's activities have encompassed individual representation, litigation on a local and state-wide scale, representation of agencies and county programs serving people with disabilities and the elderly, legislation, and publication in professional journals. Janet is a recognized authority on Medicaid issues and estate pla...
Stephen H. Gariepy is a partner and National Co-Chair of Hahn Loeser’s Estate Planning, Wealth Transfer & Preservation Section. Steve focuses his practice on leading-edge estate planning techniques. His ability to design creative and comprehensive plans – and make them practical and understandable – has attracted clients nationwide from the ranks of Forbes 400, business owners, families and nonprofit organizations. Steve regularly counsels owners of privately held compan...
Michael Quinlan is an experienced trial and litigation attorney with a background in criminal prosecution and civil litigation . His practice areas encompass insurance defense , products liability, probate litigation, criminal defense, toxic tort, state and federal civil litigation, and estate planning . He holds the position of co-chair of the estate planning and probate group. Mr. Quinlan is licensed in the State of Ohio and is admitted to the U.S. District Court, Northern and Southern Dist...
Joe Gibbons joined the Firm in May 2005 and became a Partner in January 2006. Prior to joining the Firm, Joe spent the majority of his career with McGinty, Gibbons, Hilow & Spellacy Co., LPA, and Carney & Broadbent, both located in downtown Cleveland, Ohio. Over the years, Joe has represented a variety of individuals, businesses, institutions, and governmental entities. His primary practice areas include estate planning, estate and trust administration and related litigation, real est...
Frank C. Krasovec, Jr. has a practice focused on estate planning, estate administration and taxation. Frank is well-versed in the intricacies and specific benefits of the various methods of estate planning, including revocable living trusts, wills, lifetime gifting, joint ownership, beneficiary designations and life estates.
Our Methodology
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
The Process
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
