Karen is the head of the firm's trusts and estates practice group. She brings over twenty-nine years of experience counseling individuals in the areas of business succession planning, estate planning, asset protection planning, life insurance trust planning, charitable gift planning and trust and estate administration. Karen's practice also focuses on planning for the elderly and individuals with disabilities. She represents fiduciaries with complex estate administration issues and prepares state and federal estate tax returns. Karen is a frequent speaker for bar associations and private groups on various estate planning topics such as, "Selecting the Right Beneficiary for your Retirement Plan," "Facing Taxes after Death-Post Mortem Planning," "Ethics and Professionalism in Estate Planning," "Irrevocable Life Insurance Trusts," and "Repositioning Assets for Effective Estate Planning." Professional Associations Ohio State Bar Association Cleveland Metropolitan Bar Association Society of Financial Service Professionals Community Involvement Member, Corporate Work Study Board of St. Martin de Porres High School Co-Chair, Finance Committee Republican Party of Cuyahoga County Volunteer Attorney, Hospice of the Western Reserve Volunteer Attorney, Visiting Nurse Association Member, University Hospitals Diamond Advisory Group |