Best Lawyers Near You in Middleburg Heights, Ohio for Trusts and Estates
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...
Chuck Adler joined the Firm in 1993 and became a Partner in 1995. He has a special interest in planning for individuals, families, and closely held businesses. Chuck counsels individuals and families on complex estate, charitable, financial, and retirement planning matters; on estate, gift, and generation-skipping taxes; and on the organization and operation of private foundations. He also works with owners of closely held and family businesses on succession planning. Before joining the Firm,...
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...
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...
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...
Jonathan Wolnik is a partner in Hahn Loeser’s Cleveland office and is a member of the Business Practice Area. He counsels privately owned businesses on all matters of federal, state, and local tax compliance, including tax planning and multi-million-dollar audit resolution. Jonathan advises his business clients with respect to organizational structuring (choice of entity), contracts and agreements, transaction guidance, and corporate and partnership tax planning, including use of limite...
Taylor Carlucci (née Smoske) is an associate in Hahn Loeser’s Trusts and Estates Practice Area, where she focuses her practice on probate and fiduciary litigation, estate and trust administration, and estate planning. Taylor is licensed in both Ohio and New York. Probate and Fiduciary Litigation Taylor specializes in handling adversarial probate matters, including contested trust and estate administrations, will and trust contests based on claims undue influence, lack of capacity...
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