Best Lawyers Near You in Cleveland, Ohio for Trusts and Estates
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...
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...
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, ...
Christina D’Eramo Evans is a partner and Chair of the firm’s Cleveland office Estate Planning, Wealth Transfer & Preservation Section. Christina is an OSBA Board Certified Specialist in Estate Planning, Trust and Probate Law and a fellow of the American College of Trust and Estate Counsel. Her practice is focused on assisting individuals and families with the transmission of their wealth in a tax advantaged manner that at the same time accomplishes desired intent and preserves...
Arthur E. Gibbs III is a partner in the Trusts and Estate Planning Group and is licensed to practice law in Ohio and Florida. Art is an Ohio State Bar Association Board Certified Specialist in Estate Planning, Trust and Probate Law and focuses on providing creative estate, tax and business planning advise to business owners and other wealthy individuals, as well as representing individuals, financial institutions, and non-profits in estate disputes. Art is a past Chair of the firm’s Cle...
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...
Justin L. Stark is Chair of the Trusts & Estates Practice Group at Schneider Bell. Justin provides estate planning solutions to high-net-worth individuals and families. This includes preparing full estate plans, from Wills to Revocable and Irrevocable Trusts, as well as handling probate and tax matters. Prior to joining the Firm, he worked at one of America’s largest financial institutions, where he spearheaded a team of experts in investment management, financial and estate plannin...
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...
Erica K. Williams brings more than 25 years of comprehensive and sophisticated estate planning services to high net-worth individuals and families. She earned the designation as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils, awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character. Erica is experienced in all aspects of tax planning, including...
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...
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...
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...
Joan M. Gross is Senior Counsel to the firm’s Estate Planning, Wealth Transfer and Preservation Section, working out of the Cleveland office. For over 40 years, Joan has assisted clients in transferring their wealth, in a tax efficient manner, to the individuals and charities they wish to benefit. Joan is an OSBA Board Certified Specialist in Estate Planning, Trust and Probate Law. She is also listed in the 2005-20 editions of The Best Lawyers in America® and the 2008-20 editions of...
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 ...
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...
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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.
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