Best Lawyers Near You in Cleveland, Ohio for Trusts and Estates
Jim Bright has been practicing law since 1976. He applies his considerable expertise to advising individuals and families on estate planning, tax planning (including income and estate, gift, and generation-skipping taxes), and charitable gift planning. He also provides counsel to trustees of private foundations on administration, initial formation, and tax qualification. Prior to the formation of SSSB, he served as President of Spieth, Bell, McCurdy & Newell Co., L.P.A. Jim is a Fellow of...
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,...
For more than 30 years, Jen Eschedor has counseled individuals and families on a broad range of estate planning and transfer tax matters and assisted and advised trust and estate beneficiaries and fiduciaries in all aspects of trust and estate administration. Known for her practical approach and clarity, Jen helps clients navigate complex estate, trust and tax issues with confidence. Her deep knowledge of the generation-skipping transfer tax and experience working directly with the IRS have m...
Charles Brown is an accomplished estate planning and probate attorney with more than 26 years of experience in probate litigation. He has previously served as Magistrate since 1988, and Chief Magistrate and Probate Court Mediator since 2009 for Cuyahoga County , the largest and most prominent probate court in the state of Ohio. Mr. Brown has handled thousands of cases involving all aspects of probate litigation, including wealth management and estate planning. He is a lecturer and continuing ...
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...
Gary A. Zwick is a lawyer recognized by Best Lawyers in the practice areas of Tax Law and Trusts and Estates. Gary A. practices law in Cleveland, Ohio Best Lawyers has recognized Gary A. Zwick since 2009. 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 Gary A. Zwick is held by other lawyers.
Ashton Bizzarri is a Partner in the Firm’s Trusts & Estates Practice Group. She focuses her practice in the areas of estate planning and trust and estate administration, while also representing clients in trust and estate litigation. Prior to joining the Firm, Ashton was an Associate Attorney at two Akron law firms, focusing exclusively on estate planning and trust and estate administration. She was also a Trust Officer at Key Private Bank, where she handled trust administrations, w...
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...
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...
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...
As Chair of Hahn Loeser’s Cleveland Trusts and Estates Practice Group, Dana Marie DeCapite dedicates her practice to serving as a trusted legal advisor for high-net worth families through estate planning, estate/trust administration, business succession planning, asset protection planning and prenuptial/postnuptial planning. Dana represents local, national, and internationally based individuals, families, and businesses to recommend and draft custom-tailored solutions. Dana also counsel...
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...
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...
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.
