Best Lawyers in Ohio, United States for Trusts and Estates
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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, ...
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...
Mr. Boyko is an experienced attorney who practices in the areas of business and real estate law as well as probate and estate planning . He previously served as managing partner of the law firm of Boyko, Dobeck & Weaver before joining Mansour Gavin in late 2016. He is currently admitted to practice law in both the State of Ohio and the State of Florida, as well as the United States District Court, Northern District of Ohio. Tim represents individuals, companies, and non-profit organizatio...
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...
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, ...
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...
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...
As the second oldest of nine children, Bill began resolving family disputes at an early age. His childhood also gave him insights as to how children may perceive fairness and equity differently than do the parents. While some wealth strategists may believe that tax avoidance is the major objective of wealth planning, Bill believes that wealth planning is ultimately about family planning: how to devolve wealth without creating acrimony or bitterness among family members, and all the while pres...
Bryan K. Hogue is the Managing Partner of Carlile Patchen & Murphy LLP. He has been a lawyer for 35 years and concentrates his practice in the representation of business owners and closely held businesses concerning their general business matters, estate, tax and business succession planning. He currently co-chairs the Business Department at CPM, which provides a wide range of services for corporations, limited liability companies, partnerships and other business organizations. He previou...
James F. Contini is a director of Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A., and currently serves as a member of the firm’s management committee. His focus is primarily in estate planning, business succession planning, probate, estate and trust administration, elder law, business law, and real estate law.
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...
Joe Rouse is the leader of the Private Client Services Group . He has lectured on several topics in seminars sponsored by various organizations in Greater Cincinnati; serves on the Board of Trustees of several local private foundations; and is active with other civic and charitable organizations. The major areas of his legal practice include estate and succession planning, general corporate representation (including mergers and acquisitions), probate and trust administration and tax related s...
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...
Clients appreciate that Margaret doesn’t employ a “one size fits all” approach, instead leveraging a thoughtful and thorough conversation to weigh the impact of a range of issues. With estate planning, for instance, that can mean going beyond tax implications to carefully consider dynamics in the client’s family relationships and the strengths and personalities of each individual involved. Whether assisting a young married couple with concerns of how a trust will be ad...
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.