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2
High Net Worth 2022
Ohio Private Wealth Law
2
Band 2

3 Ranked Lawyers

About

Provided by Schneider Smeltz Spieth Bell LLP

TRUSTS and ESTATES

We advise clients in creating various types of trusts to further their estate plan and their lifetime giving plan. In this capacity, we work closely with clients to implement arrangements that, first and foremost, meet the client’s long-term goals for him or herself and for his or her chosen beneficiaries, while maintaining the maximum amount of  flexibility in order to accommodate unforeseen changes in the client’s circumstances or goals. We emphasize plans that also provide income tax and transfer tax advantages, to maximize the value of the benefit the client confers on his or her chosen beneficiaries. The trusts we regularly assist clients in creating:

  • Revocable trusts (“living trusts”)
  • Charitable trusts, including private foundations, charitable remainder trusts (“CRT”), and charitable lead trusts (“CLT”)
  • Life insurance trusts (“ILIT”)
  • Grantor-retained interest trusts, including grantor retained
    annuity trusts (“GRAT”) and qualified personal residence trusts (“QPRT”)
  • Special purpose trusts, including medical and educational trusts and special needs trusts
  • Statutory gifts, such as custodianship accounts and tax-advantaged tuition payment plans
  • Generation-skipping trusts (“dynasty trusts”)
  • Testamentary trusts
  • Intentionally defective income grantor trusts
Sub Practice Groups:
Estate Planning, Probate and Estate Administration, Trust, Estate, and Probate Litigation, Charitable Planning, Family Foundations, Asset Protection Planning, Income and GST Tax Planning.

Chambers Review

Provided by Chambers
Private Wealth Law - Ohio
2
Band 2

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

One source comments saying the firm "has a lot of high-quality lawyers."

Notable Practitioners

Provided by Chambers
Elizabeth Monihan
N
Elizabeth Monihan
1
Band 1

Elizabeth Monihan handles the full suite of wealth planning matters for private clients. "She is knowledgeable, thoughtful, personable and good with people," says a source, before continuing: "She is a careful estate planner."

Charles Adler
N
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. One source comments that Adler "has a very calm demeanour and is a talented lawyer who deals well with clients."

Jennifer A Savage
N
Jennifer A Savage
2
Band 2

Jennifer Savage is described by one source as "phenomenal." Savage handles complex estate planning matters for high net worth clients. One source comments: "She is really good to work with, very practical and very smart." Another source says: "She is one of the finest, most practical lawyers that I has ever known or experienced," before continuing: "She is results-oriented, undyingly loyal to her clients and an incredible resource for their estate and tax needs."

Ranked Individuals at
Schneider Smeltz Spieth Bell LLP

Provided by Chambers
Filter by
Band

Ohio

Private Wealth Law

Elizabeth Monihan
1
Elizabeth Monihan
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

Alexander Campbell

Ashton Bizzarri

Brittany Payne

David Lenz

J. Paul Fidler

J. Talbot Young, Jr.

James Bright

James Vail

Jamie McHenry

Joseph Gibbons

Justin Stark

Kenneth Laino

Veronica Garofoli