I am a trusts & estates attorney with more than 30 years of experience. I focus on assisting my clients in developing effective charitable, life insurance, and estate plans, and on providing support for successful implementation of their planning strategies.
I assist clients in creating and administering private foundations, donor advised funds and a wide variety of charitable trust vehicles. Additionally, I give added value to my clients by assisting with their life insurance needs. My detailed familiarity with the use of life insurance in estate planning enables me to explain the potential role of insurance to my clients as I decipher complex issues that could arise.
I provide every client with empathy, creativity and dedication. I am here to address your concerns and ensure you have enough resources, deploy them in a manner that will preserve family harmony, and make certain your family is secure for future generations.
•Provides estate and business succession planning counsel to clients and assisting with the structuring of charitable planned gifts
•Experience in the creation and administration of private foundations, charitable split interest trusts and other planned giving vehicles
•Joined the firm in 1988; elected partner in 1991
•Served as chair and co-chair of the Trusts & Estates Practice Group
•Previously practiced law in Washington D.C. and Cleveland
Awards & Honors
•Listed in Best Lawyers in America (1995-2016)
•Recognized in Best Lawyers Business Edition for Trusts and Estates Law (2015)
•Received special recognition for being listed in Best Lawyers in America for 10 consecutive years
•Selected for inclusion in Ohio's Super Lawyers (2004-2014), as voted by his peers
Presentations & Publications
•“Snowbird Rules” - Change of Domicile
•Business Succession Planning
•Planned Giving for Charitable Organizations
•Social Media Issues and Charitable Organizations
•Co-author: “Estate Tax Relief Does Not Reduce Need for Planning” (Law You Can Use)
•Speaks on trust and estates and charitable law issues for various organizations and clients