Best Lawyers Near You in Westlake, Ohio for Trusts and Estates
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...
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, ...
For more than 30 years, Jen Eschedor has counseled individuals and families on a broad range of estate planning and transfer tax matters and assisted and advised trust and estate beneficiaries and fiduciaries in all aspects of trust and estate administration. Known for her practical approach and clarity, Jen helps clients navigate complex estate, trust and tax issues with confidence. Her deep knowledge of the generation-skipping transfer tax and experience working directly with the IRS have m...
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...
Amanda M. Buzo is a lawyer recognized by Best Lawyers in the practice areas of Elder Law and Trusts and Estates. Amanda M. practices law in Sheffield Village, Ohio Best Lawyers has recognized Amanda M. Buzo since 2015. 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 Amanda M. Buzo is held by other lawyers.
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...
Joan M. Gross is Senior Counsel to the firm’s Estate Planning, Wealth Transfer and Preservation Section, working out of the Cleveland office. For over 40 years, Joan has assisted clients in transferring their wealth, in a tax efficient manner, to the individuals and charities they wish to benefit. Joan is an OSBA Board Certified Specialist in Estate Planning, Trust and Probate Law. She is also listed in the 2005-20 editions of The Best Lawyers in America® and the 2008-20 editions of...
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 ...
Attorney Ethan A. Welch is committed to helping families with vulnerable loved ones preserve their resources and plan for the years ahead. His primary areas of focus are elder law, Medicaid planning, and special needs planning. He also practices in the associated areas of estate planning, trust and estate administration, and probate. Ethan's extensive knowledge of elder law and special needs planning ensures that his clients' rights are protected. His compassion and understanding bring his cl...
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...
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...
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...
Chuck Adler joined the Firm in 1993 and became a Partner in 1995. He has a special interest in planning for individuals, families, and closely held businesses. Chuck counsels individuals and families on complex estate, charitable, financial, and retirement planning matters; on estate, gift, and generation-skipping taxes; and on the organization and operation of private foundations. He also works with owners of closely held and family businesses on succession planning. Before joining the Firm,...
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.
