Best Lawyers Near You in Cincinnati, Ohio for Trusts and Estates
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Mary L. Rust is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Mary L., who practices law in Cincinnati, Ohio, has been recognized since 2008. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Mary L. is held by other top lawyers in the same geographic and legal practice area.
Jim Brun focuses his practice on estate planning as well as probate and trust administration. Prior to joining Keating Muething & Klekamp, he was a partner with a large Cincinnati law firm where he practiced for more than 21 years, concentrating his practice in the estate planning and personal tax areas. Jim served as a law clerk to the Honorable George H. Palmer, Judge of the Court of Appeals for the First Appellate District of Ohio from 1976-1978.
Mr. Mire’s practice is concentrated in the areas of corporate and business law, real estate law, and probate. He has extensive experience counseling clients in connection with mergers and acquisitions of numerous businesses. Terry has also represented sellers and purchasers in commercial real estate transactions. He frequently appears in Ohio probate courts on estate matters. Terry has served as local counsel in business and real estate transactions.
Joe Rouse is the leader of the Private Client Services Group . He has lectured on several topics in seminars sponsored by various organizations in Greater Cincinnati; serves on the Board of Trustees of several local private foundations; and is active with other civic and charitable organizations. The major areas of his legal practice include estate and succession planning, general corporate representation (including mergers and acquisitions), probate and trust administration and tax related s...
Marcia V. Andrew is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Marcia V., who practices law in Cincinnati, Ohio, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Marcia V. is held by other top lawyers in the same geographic and legal practice area.
Claire V. Parrish is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Claire V., who practices law in Cincinnati, Ohio, has been recognized since 2019. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Claire V. is held by other top lawyers in the same geographic and legal practice area.
James (“Jim”) J. Chalfie specializes in the areas of estate and tax planning for individual clients, succession planning for small businesses, estate and trust administration, and litigation involving trusts, estates, fiduciaries, and guardianships. Mr. Chalfie is admitted to practice in Ohio, in the U.S. District Court for the Southern District of Ohio, U.S. Sixth Circuit Court of Appeals, and U.S. Supreme Court. He graduated with an undergraduate degree in Economics from Brandei...
Steve, a dedicated tax lawyer based in Cincinnati, Ohio, focuses his legal practice on estate planning, estate and trust administration, and general taxation. As a member of the American College of Trusts and Estates Counsel, he brings valuable insights to his role at Strauss Troy. Steve's commitment to the field is further demonstrated by his past position as Adjunct Faculty at Chase College of Law, Northern Kentucky University, where he taught courses on Federal Estate and Gift Taxation and...
JULIA B. MEISTER is a partner in Taft's Litigation, Health & Life Sciences, and Private Client practice groups and heads the firm's Cincinnati Estates, Trusts and Fiduciary Litigation practice. She counsels clients and represents them in business, commercial, estate, guardianship, trust, and fiduciary matters and professional ethics and discipline matters before courts, administrative tribunals, and arbitrators. Julia advises clients on a variety of health care issues, including privacy, ...
Susan E. Wheatley is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Susan E., who practices law in Cincinnati, Ohio, has been recognized since 2006. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Susan E. is held by other top lawyers in the same geographic and legal practice area.
As the second oldest of nine children, Bill began resolving family disputes at an early age. His childhood also gave him insights as to how children may perceive fairness and equity differently than do the parents. While some wealth strategists may believe that tax avoidance is the major objective of wealth planning, Bill believes that wealth planning is ultimately about family planning: how to devolve wealth without creating acrimony or bitterness among family members, and all the while pres...
Jan Houston is a trusted Cincinnati estate planning and tax attorney who advises high-net-worth individuals and families across Ohio and Northern Kentucky. Her practice focuses on estate planning, multi-generational wealth transfer, charitable giving strategies, and business succession planning. Jan also represents clients in income and estate tax audits, helping them navigate complex tax issues with clarity and confidence. With a deep understanding of both tax law and family dynamics, she de...
Clients appreciate that Margaret doesn’t employ a “one size fits all” approach, instead leveraging a thoughtful and thorough conversation to weigh the impact of a range of issues. With estate planning, for instance, that can mean going beyond tax implications to carefully consider dynamics in the client’s family relationships and the strengths and personalities of each individual involved. Whether assisting a young married couple with concerns of how a trust will be ad...
Aaron Kaplan is a top attorney recognized by Best Lawyers in the practice area(s) of Litigation - Trusts and Estates, Nonprofit / Charities Law and Trusts and Estates. Aaron, who practices law in Cincinnati, Ohio, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Aaron is held by other top lawyers in the same geographic and legal practice area.
As anyone who has ever argued with a spouse or small child knows, there is a difference between hearing and listening, between being able to repeat what was said and actually taking it in and thinking about it. With Jody Brant, there is never any question that he is both hearing and listening. In a world of loud talkers, it is Jody's ability to listen, to thoughtfully consider the input of others before speaking, that sets him apart as a lawyer and as a leader. For Jody’s estate and wea...
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.