Charles Adler
High Net Worth Guide 2023
Band 2 : Private Wealth Law
Email address
[email protected]Contact number
(216) 696-4200Share profile
Band 2
About
Provided by Charles Adler
Practice Areas
Business Law
Asset Protection Planning
Business Succession Planning
Business Tax
Charitable Planning
Estate Planning
Family Foundations
Fiduciary Representation
Gift, Estate, and GST Tax Planning
Income Tax Planning
Nonprofit Organizations
Prenuptial Agreements
Probate and Estate Administration
Retirement Distribution Planning
Taxation
Trusts & Estates
Trusts and Trust Administration
Trust, Estate, and Probate Litigation
Career
Chuck 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 counsels owners of closely-held and family businesses on succession planning.
Before joining the firm, Chuck was an associate attorney with Thompson Hine and Flory, and a senior accountant with Price Waterhouse. Chuck is a Fellow of the American College of Trust and Estate Counsel and is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law. He is a member of the Estate Planning Council of Cleveland (Former Trustee). Chuck is also a Certified Public Accountant (Ohio, inactive). He is admitted to practice law in both Ohio and Florida.
Chuck is on the Board of Regents of St. Ignatius High School. He is also a past president of the Cleveland Chapter of the Society of Financial Service Professionals. Chuck served as a Trustee of the Alzheimer’s Association and Catholic Charities. He serves as Trustee of the Frederick W. and Janet P. Dorn Foundation.
Professional Memberships
Member, Ohio State Bar Association
Member, Cleveland Metropolitan Bar Association
Member, Estate Planning Council of Cleveland
Ohio Certified Public Accountant (inactive)
Fellow, The American College of Trust and Estate Counsel (ACTEC)
Personal
Board of Regents, St. Ignatius High School
Past President, Cleveland-Akron Chapter of the Society of FSP
Cleveland Catholic Foundation, Estate Planning Board
Trustee, Frederick W. and Janet P. Dorn Foundation
Former Trustee, Alzheimer's Association
Case Western University, Estate Planning Advisory Council
Cleveland State University, Estate Planning Advisory Council
American Red Cross, Cleveland Chapter, Estate Planning Advisory Council
Cleveland Museum of Art, Planned Giving Council
Cleveland Hearing & Speech Center, Estate Planning Advisory Council
Executive Committee and Trustee, Cleveland-Marshall College of Law Alumni Association
Expert in these Jurisdictions
Licensed to Practice in Ohio and Florida
Education
Cleveland-Marshall College of Law
J.D.
1983
Miami University
Accountancy
1979
Awards
Martindale-Hubbell® AV Preeminent®
Martindale-Hubbell®
Recognized in The Best Lawyers in America® since 2013 for Practice Areas: Litigation - Trusts and Estates, Tax Law, and Trusts and Estates
Best Lawyers®
Named "Lawyer of the Year" by Best Lawyers® for: Trusts and Estates, Cleveland
Best Lawyers®
2022
Named "Lawyer of the Year" by Best Lawyers® for: Litigation - Trusts and Estates, Cleveland
Best Lawyers®
2019
Selected to the Ohio Super Lawyers® list, 2004-present
Super Lawyers®
Certified Specialist - Estate Planning and Probate Law
Ohio State Bar Association
Accredited Estate Planner®
National Association of Estate Planners & Councils