Thompson Hine LLP

Private Wealth Law Department

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The personal and succession planning team at Thompson Hine offers a range of services to wealthy clients, including estate planning, fiduciary assistance and family office services. The team advises business owners and executives on business succession planning. A source describes it as "an excellent firm" which is "dedicated to its clients and delivers high-quality legal services."

"Thompson Hine is a fantastic firm and my experience has always been very positive," reports an interviewee. Market insiders also note that "they have some great clients and some smart lawyers."

Notable practitioners

James Spallino advises wealthy individuals and families on estate and tax planning. "He is a solid, capable estate planner," says a source, who also notes that "he focuses on 529 planning accounts and college savings." Spallino also assists clients with trusts and estates administration. "He is a really thoughtful, skilled practitioner who engenders confidence, which is important in what we do," reports an interviewee.

Mark Conway leads the firm's personal and succession planning group. He is a trusted adviser to wealthy individuals and families, assisting with wealth transfer and preservation matters. "He is good technically and very well connected, and he is the state chair of ACTEC, which speaks highly of his ability," notes a source, who adds: "He is collaborative and a genuine fellow." Another source says: "He is a great leader. I am very impressed with his technical skill, he doesn't shy away from complexity."

Patrick Saccogna "has a brilliant mind and is a wonderful attorney - he has a wonderful way with clients and does exceptional work," enthuses one source, and another adds that "as soon as you think of him, you think of a gentleman who is generous with his time and his talent." Saccogna is experienced in advising wealthy individuals, families and the owners of closely held businesses on estate planning and business succession matters.