Best Lawyers in Ohio, United States for Trusts and Estates
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Misty Aldrich concentrates her entire practice on trust and estate planning law, including the formation, implementation, and administration. She has more than 30 years of experience, and before entering private practice, Misty spent six years at the Huntington National Bank as Trust Counsel in the personal trust department. At CPM, she steers her clients through all aspects of trust and estate planning. Misty assists clients in drafting all appropriate legal documents and structuring financi...
Service to clients and to his life-long community are Mr. Jacobs' focus and passion. Frank D. Jacobs concentrates his practice in the areas of estate planning, general tax planning, charitable planned giving, business structuring, business succession planning and planning for qualified retirement plan beneficiary designation payouts. Mr. Jacobs is admitted to the bar of Ohio and to practice in the federal courts, including the United States Supreme Court. Additionally, he holds a Certified Pu...
Rick is a Fellow of the American College of Trust and Estate Counsel. He is a Certified Specialist in Estate Planning, Trust and Probate Law and a Certified Elder Law Attorney. For both 2009 and 2010, Rick has been included in the “Top 100 Lawyers” for the state of Ohio by “Ohio Super Lawyers” and (a joint publication of Law & Politics, Cincinnati Magazine, and NorthernOhioLive. ) Rick is a member of the Estate Planning, Probate, and Trust Law Council of the Ohio State Bar Association and...
Brandon Borgmann joined Carlile Patchen & Murphy LLP in September of 2008 and practices in the areas of estate planning, business succession planning, probate, special needs law and tax. Brandon represents individuals, business owners and families concerning estate planning, tax planning and business succession planning. He also represents executors and trustees with respect to administration of estates and trusts, probate litigation and taxation.
Andrew J. Art is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Andrew J., who practices law in Columbus, Ohio, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Andrew J. is held by other top lawyers in the same geographic and legal practice area.
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...
Julia E. Tarvin is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Julia E., who practices law in Cincinnati, Ohio, has been recognized since 2013. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Julia E. is held by other top lawyers in the same geographic and legal practice area.
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...
Mary L. Rust is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Mary L., who practices law in Cincinnati, Ohio, has been recognized since 2008. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Mary L. is held by other top lawyers in the same geographic and legal practice area.
Claire V. Parrish is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Claire V., who practices law in Cincinnati, Ohio, has been recognized since 2019. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Claire V. is held by other top lawyers in the same geographic and legal practice area.
Pursuant to a merger with the firm in which he was a principal since 1985, Alan has been a Partner at Carlile Patchen & Murphy LLP since 2015. He primarily works with closely held and family businesses of all types and the individuals and families who own those businesses. Alan’s practice areas cover a broad range of business and personal matters, including – tax-exempt nonprofits; real estate; estate planning and estate & trust administration; planning, structuring, and f...
Geoffrey Kunkler joined Carlile Patchen & Murphy LLP in 2014 and has been a Partner since 2018. His practice is centered around estate planning for individuals and business owners, as well as asset protection planning for retirees. He focuses primarily on the areas of estate planning, elder protection, estate administration, charitable and philanthropic planning and special needs planning. He also has extensive experience in conducting educational seminars on legal topics related to his e...
Troy Terakedis counsels clients on federal income tax matters and in the structuring and formation of venture capital, leveraged buyout and other private equity funds, as well as other business entities. He also advises on partnership, limited liability company and general corporate law. In addition, Troy works with closely-held businesses, their owners, and other high-net worth individuals and executives, advising them on federal income tax, corporate succession, estate and gift tax and asse...
Peter Slater brings more than 30 years of experience helping individuals, families, and business owners navigate the complexities of estate planning, wealth transfer, and business succession and related income tax matters. He works closely with clients to develop practical, tailored strategies that reflect their values, protect their assets, and support their long-term objectives. Peter's practice encompasses estate, gift, and tax planning, charitable giving strategies, asset protection plann...
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.