About

Provided by Schneider Bell

TRUSTS and ESTATES

At Schneider Bell, we stand at the intersection of tradition and innovation, blending over 150 years of trust and estate expertise with forward-thinking strategies. Our rich history, rooted in Cleveland and Northeast Ohio, reflects the vision of our founders and partners, who laid the groundwork for the modern solutions we offer today. As we look toward the future, we’re committed to helping you secure your legacy for generations to come. By working closely with clients and their other professional advisors, we design personalized estate plans and trusts that achieve long-term goals while maintaining the flexibility to adapt to life’s unexpected changes. Our approach maximizes the value of your estate, ensures tax efficiencies, simplifies administration and preserves wealth for you and your beneficiaries. The firm has seven attorneys who are Fellows in the prestigious American College of Trust and Estate Counsel (ACTEC).

Services

Estate Planning & Wealth Transfer

  • Asset Protection Planning
  • Business Succession Planning
  • Charitable Planning
  • Estate, Gift and GST Tax Planning
  • Income Tax Planning
  • Multi-generational Planning
  • Prenuptial and Postnuptial Agreements
  • Retirement Distribution Planning 

Trust, Estate & Probate Administration

  • Counseling Fiduciaries and Beneficiaries
  • Family Offices
  • Irrevocable Trust Modifications
  • Private Foundations
  • Tax Return Preparation

Chambers Review

Provided by Chambers

Private Wealth Law - Ohio

2
Band 2

What the Team is Known For

Schneider Smeltz Spieth Bell advises wealthy families and individuals on tax, trusts and estates matters. Its attorneys have expertise in asset protection, charitable planning, family foundation and probate issues, among others.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Elizabeth Monihan
1
Elizabeth Monihan
Head of Private Wealth Law
1
Band 1
Elizabeth Monihan handles the full suite of wealth planning matters for private clients.

Elizabeth is technically excellent. She is a great drafter and very good.

Charles Adler
2
Charles Adler
2
Band 2
Charles Adler is an expert on trust and estate matters. He advises business owners and affluent families on estate planning and business succession planning issues.

Charles Adler is thoughtful and very personable.

Jennifer A Savage
2
Jennifer A Savage
2
Band 2
Jennifer Savage handles complex estate planning matters for high net worth clients.

She is technical and very strong.

Ranked Individuals at
Schneider Bell

Provided by Chambers
Filter by
Band

Ohio

Private Wealth Law

Elizabeth Monihan
1
Elizabeth Monihan
Head of Private Wealth Law
1
Band 1
Charles Adler
2
Charles Adler
2
Band 2
Jennifer A Savage
2
Jennifer A Savage
2
Band 2

Members

Provided by Schneider Bell

Ashton Bizzarri

Brittany Payne

Claire Robenalt

David Lenz

Elizabeth Monihan

Elizabeth Monihan

Head of Department

Geoffrey Wills

J. Paul Fidler

J. Talbot Young, Jr.

Head of Department

James Bright

James Vail

Jamie McHenry

Joseph Gibbons

Justin Stark

Kenneth Laino

Kyle Gee

Veronica Garofoli