Best Lawyers in Ohio, United States for Trusts and Estates
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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...
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...
JULIA B. MEISTER is a partner in Taft's Litigation, Health & Life Sciences, and Private Client practice groups and heads the firm's Cincinnati Estates, Trusts and Fiduciary Litigation practice. She counsels clients and represents them in business, commercial, estate, guardianship, trust, and fiduciary matters and professional ethics and discipline matters before courts, administrative tribunals, and arbitrators. Julia advises clients on a variety of health care issues, including privacy, ...
Douglas C. Carlson has extensive experience in corporate, partnership, individual and estate tax matters. The primary emphasis of his practice is on transactional planning, including acquisitions and dispositions, reorganizations and limited partnership syndications, liquidations and executive compensation, including stock options and deferred compensation. He has substantial experience in compliance activities, controversy matters, and state and local tax matters. As a business law attorney,...
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...
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.
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...
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.
Christina D’Eramo Evans is a partner and Chair of the firm’s Cleveland office Estate Planning, Wealth Transfer & Preservation Section. Christina is an OSBA Board Certified Specialist in Estate Planning, Trust and Probate Law and a fellow of the American College of Trust and Estate Counsel. Her practice is focused on assisting individuals and families with the transmission of their wealth in a tax advantaged manner that at the same time accomplishes desired intent and preserves...
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...
Arthur E. Gibbs III is a partner in the Trusts and Estate Planning Group and is licensed to practice law in Ohio and Florida. Art is an Ohio State Bar Association Board Certified Specialist in Estate Planning, Trust and Probate Law and focuses on providing creative estate, tax and business planning advise to business owners and other wealthy individuals, as well as representing individuals, financial institutions, and non-profits in estate disputes. Art is a past Chair of the firm’s Cle...
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...
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.
As anyone who has ever argued with a spouse or small child knows, there is a difference between hearing and listening, between being able to repeat what was said and actually taking it in and thinking about it. With Jody Brant, there is never any question that he is both hearing and listening. In a world of loud talkers, it is Jody's ability to listen, to thoughtfully consider the input of others before speaking, that sets him apart as a lawyer and as a leader. For Jody’s estate and wea...
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.