Taft Stettinius & Hollister LLP

Private Wealth Law Department

Current View:

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Taft Stettinius & Hollister advises on a wide range of wealth management matters and regularly acts for small and closely held business owners. One local source states that "they are the top end of the spectrum for this work," and explains that "their customer service is thoughtful and caring, they stay up to date on the latest developments and are proactive."

"The Taft firm has always exhibited the highest level of integrity and competence in our region," says an interviewee, highlighting the team's "wonderful blend of technical expertise, communication skills and a genuine desire to serve their clients."

Notable practitioners

Susan Wheatley is an experienced estate planner who counsels clients on estate and business succession planning. Her clients include business owners and family businesses. "She is personable, very sharp and a good advocate for her clients," states one source. Another says: "She is very thoughtful, and very understanding of the client in a deep way. In the past, she was a litigator - she is able to apply her experience there to her estate planning expertise."