Best Lawyers Near You in Cleveland, Ohio for Trusts and Estates
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Kyle Gee is Co-Chair of the Trusts & Estates Practice Group. 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 repr...
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...
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...
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...
Mr. McGuire brings a wealth of experience to his role as a trusts and estates attorney, where he specializes in crafting tailored solutions for clients based on their individual needs, concerns, and goals. Dan has represented clients across the entire wealth spectrum and is adept at advising clients in addressing changing circumstances that require planning for the future. Dan holds licenses to practice law in Ohio and Florida. Prior to joining Mansour Gavin, he played a crucial role in the a...
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...
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.
Kevin R. Keogh is a top attorney recognized by Best Lawyers in the practice area(s) of Closely Held Companies and Family Businesses Law and Trusts and Estates. Kevin R., who practices law in Cleveland, Ohio, has been recognized since 2021. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Kevin R. is held by other top lawyers in the same geographic and legal practice area.
Tal Young has practiced trust and estate law for more than 45 years. He had been a Director and Shareholder of Spieth, Bell, McCurdy & Newell for a decade when it combined with Schneider, Smeltz, Ranney & Lafond in 2016 to form SSSB. Prior to that, he had been a Founding Partner of Young and Dietsch for 11 years, which followed 19 years as an Associate and Partner with Squire Sanders & Dempsey. He applies his years of expertise to handling a wide range of probate, trust, and estat...
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...
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...
Paul Fidler is Co-Chair of the Trusts & Estates Practice Group. 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...
Geoffrey D. Wills is an Associate Attorney in the Firm’s Trusts & Estates Practice Group. He focuses his practice in the areas of estate planning, trust and estate administration, and taxation. Prior to joining the Firm, Geoffrey was an Associate Attorney at another Cleveland law firm, where he built a solid base of estate, trust, and tax knowledge. He was also a Tax Analyst at Bloomberg Industry Group in Washington, D.C., where he analyzed federal tax laws, rules, and regulations t...
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...
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...
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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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