Best Lawyers in Ohio, United States for Trusts and Estates

Adam Centner works with individuals, families, closely held businesses, and charitable organizations. He practices primarily in estate planning, tax, rental real estate, and nonprofit matters.Adam counsels individuals and families on matters relating to estate planning and wealth transfer, asset protection, income and estate tax planning, probate avoidance, and business succession. He also works on sophisticated residential real estate matters, including entity formation and lease preparation...

Jan Houston is a trusted Cincinnati estate planning and tax attorney who advises high-net-worth individuals and families across Ohio and Northern Kentucky. Her practice focuses on estate planning, multi-generational wealth transfer, charitable giving strategies, and business succession planning. Jan also represents clients in income and estate tax audits, helping them navigate complex tax issues with clarity and confidence. With a deep understanding of both tax law and family dynamics, she de...

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...

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...

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...

Mary L. Rust is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Mary L. practices law in Cincinnati, Ohio Best Lawyers has recognized Mary L. Rust since 2008. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Mary L. Rust is held by other lawyers.

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...

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...

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.

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, ...

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...

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...

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...

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...