About

Provided by Schneider Smeltz Spieth Bell LLP

TRUSTS and ESTATES

Schneider Smeltz Spieth Bell advises clients in creating various types of trusts to further their estate plan and lifetime giving plan. In this capacity, Schneider Smeltz Spieth Bell collaborates closely with clients to implement arrangements that meet their client’s long-term goals and for their chosen beneficiaries, while maintaining the maximum amount of flexibility in order to accommodate unforeseen changes. The firm emphasizes plans that also provide income tax and transfer tax advantages to maximize the value of the benefit the client confers on their chosen beneficiaries.

The firm has seven attorneys who are Fellows in the prestigious American College of Trust and Estate Counsel (ACTEC). Lawyers are elected to be Fellows based on their outstanding reputation, exceptional skill, and substantial contributions to the field by lecturing, writing, teaching, and participating in bar activities.

Focus Areas

Estate Planning & Wealth Transfer

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

Trust, Estate & Probate Administration

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

Ranked Individuals at
Schneider Smeltz Spieth Bell LLP

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 Smeltz Spieth Bell LLP

Aanchal Sharma

Ashton Bizzarri

Brittany Payne

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

Jessica Domingo

Joseph Gibbons

Justin Stark

Kenneth Laino

Kyle Gee

Veronica Garofoli