Overview

The personal and professional mission of the estate planning attorneys is to provide the highest quality of service while developing and maintaining close relationships with our clients.

Our approach to estate planning is to evaluate the needs, personal goals and financial situations of our clients and to provide a custom-tailored plan for each client. We are proud of our ability to do this by creating an environment which fosters communication on sensitive personal matters, such as meeting clients in their homes. We have considerable experience in providing complex estate planning advice designed to preserve a client's assets and attain their personal family goals while minimizing the income, gift, estate and generation-skipping taxes associated with the lifetime and/or testamentary transfer of wealth. We utilize traditional as well as innovative techniques to meet a client's goals.

We represent clients with estates ranging in size from less than $100,000 to more than $90 million, and often represent several generations within a family. We advise many business owners in connection with business succession planning and physicians and other professionals in connection with asset protection planning.

We receive repeated client referrals from attorneys at other law firms, accountants, investment advisors and other financial planning professionals, as well as from our existing clients, which confirms the confidence of other professionals in our abilities. Our relationship with clients over several decades is evidence of the extraordinary level of service we consistently deliver.

In most cases, we are able to offer our services on a fixed fee basis, so that our clients do not feel constrained from exploring fully their estate planning needs and goals.

Honors & Recognitions

Our Trusts & Estates Law Practice Group was ranked as Metropolitan Cleveland Tier 1 for 2025 by Best Lawyers®

Results

  • Sep 10, 2024, Dismissal
    Union County Court of Common Pleas

    Obtained dismissal of legal malpractice claim against an estate planning attorney and his firm.

News

News

Events

  • Great Estates Program
    Oct 17, 2024
  • Cleveland Metropolitan Bar Association 51st Annual Estate Planning Institute
    Cleveland Metropolitan Bar Association, Oct 16, 2024
  • Estate and Wealth Planning for Women
    Oct 7, 2024
  • Ohio Estate Administration From Start to Finish
    Sep 12, 2024
  • Great Estate Program
    Brecksville Recreation Center, May 1, 2024
  • Great Estates Program
    Seven Hills Community Recreation Center, Apr 24, 2024
  • Medicare and VA Benefits: What You Need to Know to Assist Your Clients
    Apr 18, 2024
  • Great Estates Program
    Garfield Heights Civic Center, Feb 8, 2024
  • Great Estates Program
    Solon Community Center, Feb 2, 2024
  • Medicaid and VA Benefits: What Every Estate Planner Needs to Know
    Nov 2023
  • Estate Planners in the Hot Seat: Recent Malpractice and Ethics Cases
    Feb 21, 2023
  • Reminger Co., LPA Advanced Probate Law Institute
    Columbus Bar Association, Dec 15, 2022
  • Longevity Planning Webinar
    Sep 29, 2022
  • Boy Scouts of America Estate Planning Seminar
    Sep 21, 2022
  • Ohio Estate Administration From Start to Finish
    Nov 10, 2021
  • The Britney Spears Case and the Human Cost of Conservatorship
    Live Webinar, Sep 23, 2021
  • Hot Topics in Estate Planning
    Jun 18, 2021
  • Law in the Time of Corona: 2020 Case Law Update
    Webinar, Jan 19, 2021
  • The Probate Process From Start To Finish
    Webinar, Nov 13, 2020
  • Navigating Elder Exploitation Issues During COVID-19
    Webinar, Sep 15, 2020
  • 2019 Probate Case Law and Statutory Update
    Cleveland, OH, Oct 25, 2019
  • Estate Planning, Medicaid, Medicare, and VA benefits
    Mentor, OH, Sep 16, 2019
  • Estate Planning, Medicaid, Medicare, and VA benefits
    Westlake, OH, Sep 9, 2019
  • Estate Planning and Administration: The Complete Guide
    Cleveland, OH, Aug 14, 2019
  • Red Flags for Undue Influence and Financial Exploitation
    Columbus, OH, Jan 24, 2019
  • Fiduciary Responsibilities in Administering Estates and Trusts
    Cleveland, OH, May 30, 2018
  • Estate Planning in an Era of Tax Uncertainty
    Beachwood, OH, Jul 11, 2017
  • Instructive Examples in Trust and Estate Litigation
    Cleveland, OH, May 25, 2017
  • Planned Giving Opportunities
    Cleveland, OH, Apr 24, 2017
  • Estate Planning: Starting with the Basics
    Eastlake, OH, Mar 23, 2017
  • Women in Politics
    Cleveland, OH, Mar 21, 2017
  • Estate Planning for All Generations
    Chagrin Falls, OH, Mar 16, 2017
  • Identifying Illegal and Unethical Practices in Retirement and Estate Planning
    Sandusky, OH, Aug 10, 2016
  • Estate Planning for the Business Entrepreneur 
    The Launch House, Shaker Heights, OH, May 5, 2016
  • Estate Administration, Litigation, Guardianships and Powers of Attorney for the Senior Citizen
    Lake County Council of Aging Senior Day, Painesville, OH, Sep 16, 2015
  • First Amendment Standards Applied to Student Journalists
    Ohio University - Scripps High School Journalism Workshop, Athens, OH, Jul 17, 2015
  • Drafting Wills and Tips on Protecting against Claims of Invalidity
    Top Estate Planning Techniques CLE Seminar, Cleveland, OH, Jun 24, 2015
  • Guardianships and Pre-need Funerals and Claims Against Estates
    Northeast Ohio Chapter of Funeral Home Directors Assn., Madison, OH, Jun 9, 2015
  • Guardianship and Agent Litigation
    Stark County Bar Assn. Estate Planning & Litigation Symposium, Canton, OH, May 28, 2015
  • Estate Planning for the Healthcare Professional
    Northeast Ohio Case Management Network Annual Conference, Cleveland, OH, Apr 23, 2015
  • The Ins and Outs of Veterans Benefits
    McGregor Facility, Cleveland, OH, Mar 26, 2015
  • Estate Planning for Families with Special Needs Children
    Café O’Plays Special Needs Family Night, Stow, OH, Mar 22, 2015
  • Estate Planning – Starting with the Basics
    Women’s Networking Event – Johnnycake Financial Services, Mentor, OH, Mar 12, 2015
  • Conflicts of Interest, Confidentiality and the Intersection with the Need to Protect the Client
    Cleveland Metropolitan Bar Assn. Estate Planning Institute, Cleveland, OH, Nov 3, 2014
  • Reopening an Estate
    National Business Institute CLE Seminar - Cleveland, OH, Aug 21, 2014
  • Understanding Competence to Minimize Risk of Financial Exploitation in Elder Representation
    23rd Annual Victims Assistance Conference - Columbus, OH, May 16, 2014
  • Understanding Competence to Minimize Risk of Financial Exploitation and Other Elder Abuse, Ohio Coalition for Adult Protective Services Annual Conference
    Columbus, OH, Mar 14, 2014
  • Estate Planning and Charitable Giving for the Professional Woman
    Cleveland Israel Bonds Women’s Division Business and Professional Group - Cleveland, OH, Dec 4, 2013
  • Estate Planning for the Physician
    Cleveland Clinic CME - Cleveland, OH, Dec 4, 2013
  • Key Principles of Elderly Advisors and Trustees
    Montefiore Directors and Administrative Council - Cleveland, OH, Nov 18, 2013
  • Benefits and Risks of Creating Powers of Attorney, Living Wills and Other Estate Planning Documents
    Cleveland Metropolitan Bar Assn. Speakers Bureau - Cleveland, OH, Nov 15, 2013
  • Powers of Attorney and Living Wills
    Jewish Family Services Association - Cleveland, OH, Oct 28, 2013
  • Preserving Dignity and Wealth Properly Advising your Aging Clients
    Preserving Dignity and Wealth Properly Advising your Aging Clients - Cleveland, OH, Oct 10, 2013
  • End of Life Decisions
    Montefiore Annual Financial Professionals Seminar - Cleveland, OH, Sep 13, 2013
  • Planning After the New Estate Tax Laws
    Lake West Medical Center - Mending Hearts Organization - Willoughby, OH, Apr 3, 2013
  • Estate Planning Consideration for the Physician
    South Pointe Hospital Staff - Cleveland, OH, Mar 18, 2013
  • Trust Administration: Preventing and Litigating Fiduciary Liability
    National Business Institute CLE - Cleveland, OH, Mar 14, 2013
  • Estate Planning and the expected changes to the Federal and Ohio Estate Tax Laws
    Mended Hearts of Greater Cleveland/Hillcrest Hospital - Cleveland, OH, Mar 13, 2013
  • Asset Protection and Estate Planning for Physicians
    University Hospitals System – Psychiatry Department Regional Meeting - Cleveland, OH, Jan 9, 2013
  • Representing the Elderly Client
    Annual Montefiore Foundation Professional Advisor Seminar - Cleveland, OH, Oct 25, 2012
  • New Federal and Ohio Estate Tax Legislation
    First Merit Bank N.A. Private Wealth Managers - Cleveland, OH, Sep 27, 2012
  • The Multiple Aspects of Guardianships
    Lake County Probate Court Guardianship Seminar - Painesville, OH, Jun 1, 2012
  • Asset Protection and Estate Planning for the Medical Professional
    Associate Residents and Fellows Cleveland Clinic South Pointe - Cleveland, OH, May 7, 2012
  • Asset Protection and Estate Planning for the Medical Professional
    Residents, Fellows and Medical Staff of University Hospitals - Cleveland, OH, Apr 12, 2012
  • Uniform Power of Attorney Act
    Lake County Probate Court Senior Citizens Seminar - Painesville, OH, Mar 27, 2012
  • Ethics in End of Life Issues and Representing the Mentally Diminished Client
    National Business Institute - Cleveland, OH, Mar 26, 2012
  • Gathering Evidence in Estate and Probate Litigation Matters
    National Business Institute - Cleveland, OH, Mar 26, 2012
  • Estate Planning in a Changing Environment
    WCLV Radio Station - Cleveland, OH, Mar 25, 2012
  • Asset Protection and Estate Planning for the Medical Professional
    Case Western Reserve University Dental School - Cleveland, OH, Mar 20, 2012
  • Asset Protection planning, and Estate Planning for the Physician
    University Hospital Psychology Residents and Fellows - Cleveland, OH, Feb 29, 2012
  • The Law of Ohio Probate Court Jurisdiction Over Guardianships and the Impact of H.B. 27
    Estate Planning, Trust and Probate Law Section, Cleveland Metropolitan Bar Assn. - Cleveland, OH, Feb 21, 2012
  • Bulletproofing the Estate Plan: A Litigator’s Point of View
    Cincinnati Bar Association Advanced Estate Planning Institute - Cincinnati, OH, Feb 14, 2012
  • The Estate Tax Law Changes of 2011 and Anticipated Changes in 2012
    International Referral Network - Cleveland, OH, Dec 6, 2011
  • Estate Planning and Estate Tax Laws
    Senior Men’s Club Jewish Community Center - Beachwood, OH, Nov 14, 2011
  • Issues Surrounding Guardianships and End of Life Decision Making
    Ohio State Bar Assn. CLE - Cleveland, OH, Sep 20, 2011
  • Tips to Minimize and Protect Against Challenges in Estate Planning
    Pliskan Advanced Probate and Estate Planning Seminar - Columbus, OH, Sep 16, 2011
  • Estate Litigation and Guardianships
    Senior Citizen Appreciation Day – Lake County Probate Court - Painesville, OH, Sep 15, 2011
  • Estate Planning and the New Estate Tax Laws
    The Victory Center - Toledo, OH, Aug 10, 2011
  • Estate Planning and How to Protect Your Assets
    St. John’s West Shore Cardiology Group - Cleveland, OH, Apr 20, 2011
  • Ethical Principals in Representing Clients with Diminished Capacity in Estate Matters and the Prevention of Financial Abuse - Cleveland Marshall Law Alumnae Association
    Cleveland, OH, Feb 26, 2011
  • You and Your Client: First Line of Defense to Prevent Elder Exploitation and Methods to Bulletproof Your Estate Plan
    Cleveland Metropolitan Bar Association Estate Planning and Trust Seminar - Cleveland, OH, Feb 16, 2011
  • Estate Planning for the Medical Professional - Case Western Reserve University Dental School Residents
    Cleveland, OH, Jan 14, 2011
  • Potential Changes in the Estate Tax Law - International Referral Network
    Cleveland, OH, Nov 16, 2010
  • Estate Planning for the Physician - University Hospital System, Neurology Department
    Cleveland, OH, Nov 9, 2010
  • Estate Planning for the Seasoned Investor - Shaker Heights Investment Club
    Cleveland, OH, Nov 1, 2010
  • Estate Planning and Business Succession- 212 Capital Group Investment Advisors.
    Sandusky,OH, Apr 29, 2010
  • Estate Planning for the "Middle Class"-Taleris Credit Union.
    Solon,OH, Apr 13, 2010
  • 2010 Federal Estate Tax Law Changes, International Referral Network
    Feb 23, 2010
  • "The Tale of Charitable Contribution in Today's Economic Times", Great Lakes Higher Education Symposium
    Case Western Reserve University, Feb 3, 2010
  • Advanced Estate Planning
    Nov 17, 2009
  • Civil Actions in Probate including Land Sales, Concealment of Assets and Surcharge Actions
    Oct 16, 2009
  • End of Life Legal Issues and Ethics in Representation of Diminished Capacity Clients
    Oct 16, 2009
  • Guardianship and complications in fiduciary relationships
    Oct 1, 2009
  • The Uniqueness of the Estate Planning Practice Culture
    Sep 22, 2009
  • Estate Planning as Part of Your Financial Plan
    Jun 18, 2009
  • Closing the Estate, Ohio State Bar Association CLE Seminar
    Cleveland, Ohio, Jun 11, 2009
  • Ohio Estate Tax Planning and Non-Tax Reasons for Estate Planning
    Apr 14, 2009
  • Estate Planning and Estate Tax Law, Gilbride & Company CLE for Attorneys, Accountants, and Financial Planners
    Independence, OH, Dec 10, 2008
  • The Uniqueness of the Estate Planning Practice
    Nov 17, 2008
  • Developments in Probate Law
    2008 Lake County Bar Association Probate CLE Seminar, Nov 11, 2008
  • Undue Influence in Estate Administration
    Lake County Bar Association CLE, Nov 11, 2008
  • The Basics of Estate Planning, Gilbride & Co. CLE-Financial Planners, CPAs, Insurance Agents
    Columbus, Ohio, Oct 30, 2008
  • Advanced Estate Planning, Gilbride & Company CLE
    Columbus, Ohio, Oct 14, 2008
  • Advanced Estate Planning, Gilbride & Company CLE
    Cleveland, Ohio, Oct 6, 2008
  • "Undue Influence" and the Factual Analysis Needed to Win the Case, National Business Institute Probate and Estate Administration
    Akron, Ohio, Sep 22, 2008
  • Guardianship Documentation to the Senior Citizens, Lake County Probate Court-CLE Seminar
    Painesville, Ohio, Sep 16, 2008
  • Hot Topics for Estate Planners, Cleveland Metropolitan Bar Association CLE
    Cleveland, Ohio, Jun 17, 2008
  • Inventory, Assets, and Debts of an Estate, Ohio State Bar Association Young Lawyers CLE
    Cleveland, Ohio, Jun 11, 2008
  • Estate Planning and Trusts for the Solo and Small Firm Practitioner, Cleveland Metropolitan Bar Association
    Cleveland, Ohio, Jun 10, 2008
  • "Guardians, Caregivers, and Friends: Who's Minding Mom", Cleveland Metropolitan Bar Association CLE Seminar
    Cleveland, Ohio, Jun 3, 2008
  • Estate and Trust Litigation and the Pursuit of Claims of Undue Influence, McQuillin Financial Services and Northern Trust Co.
    Cleveland, Ohio, Apr 29, 2008
  • RIsing Healthcare Charitable Giving, Cleveland Clinic Financial Strategies Spring 2008
    Cleveland, Ohio, Apr 23, 2008
  • The Intersection of Trusts and Domestic Relations Law, Ohio State Bar Association Update for Family Law Specialists
    Columbus, Ohio, Apr 11, 2008
  • The Personal Side of Estate Planning, Golden Age Centers of Greater Cleveland
    Cleveland, Ohio, Nov 20, 2007
  • Fundamentals of Wills & Estate Planning, Darice Inc. Employment Administrative Leaders
    Cleveland, Ohio, Oct 18, 2007
  • Fundamentals of Estate Planning, Ohio Employees of Darice, Inc.
    Cleveland, Ohio, Oct 17, 2007
  • Estate Planning for the Middle Class, Ravenna Community Center
    Ravenna, Ohio, Oct 13, 2007
  • Estate Planning in 2007, Mansfield Chapter Society of Financial Service Professionals
    Mansfield, OH, Sep 20, 2007
  • Ethical Considerations & Fiduciary Relationships in the Area of Guardianships, Ohio State Bar Association Forum CLE
    Cleveland, OH, Sep 19, 2007
  • Estate Planning for the Professional Woman, 1st Annual Women's Health Event, Cleveland Clinic Foundation
    Cleveland, Ohio, Sep 8, 2007
  • Estate Planning for Divorced and Recently Divorced Clients, American Academy of Matrimonial Lawyers
    Columbus, Ohio, Jun 23, 2007
  • Common Probate Issues from a Litigation Perspective, National Business Institute CLE
    Cleveland, Ohio, May 10, 2007
  • The New Ohio Model Rules-Ethical Issues Faced by the Estate Practitioner, National Business Institute CLE
    Cleveland, Ohio, May 10, 2007
  • Legislative Update and Ohio Law for Probate Magistrates and Judges, Ohio Association of Magistrates
    Cleveland, Ohio, Apr 27, 2007
  • The Estate Tax Implications of the Anna Nicole Smith Case, International Referral Group
    Beachwood, Ohio, Apr 27, 2007
  • Estate Planning for the Real Estate Professional, Colliers Ostendorf Morris Midwest Meeting
    Cleveland,OH, Mar 27, 2007

Insights

Publications

Reminger Reports

  • Estate Planning Advisory Bulletin, Congress allows Federal Estate Tax to be Repealed
    Feb 3, 2010

Blog Posts

Main Contacts

Jump to Page

By using this site, you agree to our updated Privacy Policy and our Terms of Use.