Best Lawyers Near You in Sheffield Village, Ohio for Trusts and Estates
Bart spent the first part of his career as an insurance advisor and securities analyst. He later became a lawyer and developed his skills as a litigator and trust attorney. This wide range of experience enables him to give his clients a comprehensive view of financial planning not often found in estate planning attorneys. Bart Leonardi is a Certified Specialist in Estate Planning, Trust and Probate Law by the Ohio State Bar Association. His practice is concentrated in the areas of estate plan...
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...
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...
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...
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...
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...
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...
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.
