Best Lawyers in Ohio, United States for Trusts and Estates
Cities
Aaron Kaplan is a lawyer recognized by Best Lawyers in the practice areas of Litigation - Trusts and Estates, Nonprofit / Charities Law and Trusts and Estates. Aaron practices law in Cincinnati, Ohio Best Lawyers has recognized Aaron Kaplan since 2025. 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 Aaron Kaplan is held by other lawyers.
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,...
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...
David C. Krock has over 34 years of experience as a lawyer, CPA (non-practicing), trust officer and tax advisor. His law practice is concentrated primarily in the areas of estate planning, business succession planning, charitable planned giving, probate, tax and providing general counsel to small and medium size businesses. Mr. Krock is a member of Eastman & Smith. Mr. Krock graduated from the University of Toledo College of Law in 1982 where he was a member of the law review. He is a mem...
Jim Brun focuses his practice on estate planning as well as probate and trust administration. Prior to joining Keating Muething & Klekamp, he was a partner with a large Cincinnati law firm where he practiced for more than 21 years, concentrating his practice in the estate planning and personal tax areas. Jim served as a law clerk to the Honorable George H. Palmer, Judge of the Court of Appeals for the First Appellate District of Ohio from 1976-1978.
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...
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, ...
Gary A. Zwick is a lawyer recognized by Best Lawyers in the practice areas of Tax Law and Trusts and Estates. Gary A. practices law in Cleveland, Ohio Best Lawyers has recognized Gary A. Zwick since 2009. 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 Gary A. Zwick is held by other lawyers.
Joe Gibbons joined the Firm in May 2005 and became a Partner in January 2006. Prior to joining the Firm, Joe spent the majority of his career with McGinty, Gibbons, Hilow & Spellacy Co., LPA, and Carney & Broadbent, both located in downtown Cleveland, Ohio. Over the years, Joe has represented a variety of individuals, businesses, institutions, and governmental entities. His primary practice areas include estate planning, estate and trust administration and related litigation, real est...
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...
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...
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.
Jane Higgins Marx joined Carlile Patchen & Murphy LLP in August 2000 and practices estate and business planning, probate, probate litigation, business succession planning and elder law. Jane counsels individuals, business owners, executives and caregivers on matters of estate planning, estate and gift taxation, income taxation of trusts and estates, charitable giving, business succession and probate. She provides comprehensive planning for disability, including counseling on special needs...
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...
Stephen H. Gariepy is a partner and National Co-Chair of Hahn Loeser’s Estate Planning, Wealth Transfer & Preservation Section. Steve focuses his practice on leading-edge estate planning techniques. His ability to design creative and comprehensive plans – and make them practical and understandable – has attracted clients nationwide from the ranks of Forbes 400, business owners, families and nonprofit organizations. Steve regularly counsels owners of privately held compan...
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.
