Baker & Hostetler LLP

Private Wealth Law Department

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BakerHostetler's private wealth practice has a fantastic reputation in the Ohio market. One local attorney admits: "It's hard for me to say this, but they unequivocally have the best practice in the state. They are incredibly talented, creative, thoughtful, innovative and experts in their field." The team provides assistance with trusts and estates matters, as well as charitable and business succession planning.

Described as "absolutely premier," the team is held in high regard among interviewees. "They are technical experts but they are also practical and just generally good human beings who care about their clients," states one source. Another reports: "I am very impressed - they are about as good as it gets."

Notable practitioners

Gordon Litt has extensive experience advising on estate and business planning. "I have the highest regard for him," comments a peer, explaining: "He is a business planner, has a deep knowledge of partnership tax and is a go-to person for that." Litt's practice "straddles business owner representation and estate planning," reports one source, and another says that "he is very strong on business and tax-related issues."

Joseph Verciglio assists a range of clients with estate planning and tax matters, including estate administration and wealth transfer strategies. "He is a good fellow and a good lawyer, younger and capable," states a market commentator, who adds: "He has an interesting background - he did Shakespearean acting - and it informs his approach to things and people." Another source says: "He is very prompt, he gets back as soon as possible and is very helpful."

Kevin Robertson is praised as "a very talented attorney who is very strong in the tax area" and described as "one of the top lawyers in Ohio." "He is highly intellectual, very thoughtful, very capable and competent," says a market insider. Robertson is a highly regarded practitioner who has extensive experience assisting high net worth clients with wealth transfer and estate planning. A source says: "He is absolutely great with clients but is also technically very strong."

Lisa Roberts-Mamone is highly respected for her work with wealthy clients on estate planning matters. "She is perhaps without peer in our market," confides a fellow lawyer, adding: "She is incredibly knowledgeable, talented, astute and practical." Another source notes: "I never doubt her technical skills and she is great with clients too." "She represents some very wealthy families and plays a family counsellor role - she is a zealous advocate for her clients," praises a further interviewee.

Robert Galloway leads the firm's private wealth group. Multiple sources praise him as "top-notch, top-tier" and a "first-rate attorney," with one source stating: "He is extremely knowledgeable, upper-echelon, extremely well versed and knowledgeable in the area of estate planning." Another market insider says: "He is clever and has an unassuming persona. He is very calm, but you can't be fooled by that - he is a strong advocate for his clients."