Best Lawyers in Ohio, United States for Trusts and Estates

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...

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...

Aaron Kaplan is a top attorney recognized by Best Lawyers in the practice area(s) of Litigation - Trusts and Estates, Nonprofit / Charities Law and Trusts and Estates. Aaron, who practices law in Cincinnati, Ohio, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Aaron is held by other top lawyers in the same geographic and legal practice area.

Steve, a dedicated tax lawyer based in Cincinnati, Ohio, focuses his legal practice on estate planning, estate and trust administration, and general taxation. As a member of the American College of Trusts and Estates Counsel, he brings valuable insights to his role at Strauss Troy. Steve's commitment to the field is further demonstrated by his past position as Adjunct Faculty at Chase College of Law, Northern Kentucky University, where he taught courses on Federal Estate and Gift Taxation and...

Meredith K. Sugar is a top attorney recognized by Best Lawyers in the practice area(s) of Corporate Law and Trusts and Estates. Meredith K., who practices law in Columbus, Ohio, has been recognized since 2021. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Meredith K. is held by other top lawyers in the same geographic and legal practice area.

Woods King III is a top attorney recognized by Best Lawyers in the practice area(s) of Real Estate Law and Trusts and Estates. Woods, who practices law in Cleveland, Ohio, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Woods 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...

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...

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...

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...

As Chair of Hahn Loeser’s Cleveland Trusts and Estates Practice Group, Dana Marie DeCapite dedicates her practice to serving as a trusted legal advisor for high-net worth families through estate planning, estate/trust administration, business succession planning, asset protection planning and prenuptial/postnuptial planning. Dana represents local, national, and internationally based individuals, families, and businesses to recommend and draft custom-tailored solutions. Dana also counsel...

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...

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...

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...

Charles Brown is an accomplished estate planning and probate attorney with more than 26 years of experience in probate litigation. He has previously served as Magistrate since 1988, and Chief Magistrate and Probate Court Mediator since 2009 for Cuyahoga County , the largest and most prominent probate court in the state of Ohio. Mr. Brown has handled thousands of cases involving all aspects of probate litigation, including wealth management and estate planning. He is a lecturer and continuing ...

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...