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+1 216 566 5500Provided by Thompson Hine LLP
Thompson Hine’s Personal & Succession Planning practice advises clients on business succession planning, fiduciary litigation and other matters, family office services, domestic and international estate planning for high-net-worth individuals, and corporate and private philanthropy. Our practice expanded in 2024 to include team members in Chicago, with the addition of Rima Ports from Northern Trust, and in the firm’s new Los Angeles office (and clients with California matters represented by Mark Conway and Ashley Weyenberg). As illustrated in the expanded client listings, our practice continues to grow in the areas of high-net-worth business succession planning; family office structuring, implementation, and administration; and international estate planning. We continue to focus on highly sophisticated clients who seek modern, flexible, and customized planning solutions. Our work often involves coordinating with other financial, accounting, and legal advisers, and we have established a strong reputation for promoting collaborative relationships with clients and their advisers. The international footprint of our practice continues to expand as we collaborate on estate planning, wealth transfer, and complex tax advice for multinational families. We often partner with financial, accounting, and legal professionals around the world, most recently in Belgium, New Zealand, Austria, France, Bahamas, Brazil, Ireland, Japan, Spain, Switzerland, UAE, and the United Kingdom.
Provided by Chambers
Thompson Hine assists clients in estate planning, business succession planning, fiduciary and charitable matters. It has offices in Cleveland, Dayton, Cincinnati and Columbus.
Provided by Chambers
Thompson Hine is very well regarded here and has an excellent bench, which is its strength.
This department is stellar in every aspect and a valuable, trusted partner to us. With them, we were in great hands. We value the team's bench strength, and their service was extraordinary.
Thompson Hine has incredibly nice people - productive and efficient. They all write really well and are practical.
The attorneys at Thompson Hine have a clear, high level of sophistication with complex fiduciary income tax and tax controversy matters. Everyone has been professional and thorough.
The trust and estate attorneys at Thompson Hine do very complex work - they're very capable, very collaborative and are highly respected in Cleveland.
Thompson Hine is very well regarded here and has an excellent bench, which is its strength.
This department is stellar in every aspect and a valuable, trusted partner to us. With them, we were in great hands. We value the team's bench strength, and their service was extraordinary.
Thompson Hine has incredibly nice people - productive and efficient. They all write really well and are practical.
The attorneys at Thompson Hine have a clear, high level of sophistication with complex fiduciary income tax and tax controversy matters. Everyone has been professional and thorough.
The trust and estate attorneys at Thompson Hine do very complex work - they're very capable, very collaborative and are highly respected in Cleveland.
Provided by Chambers
Mark Conway leads on complex private client work related to business succession planning and trust restructuring.
Mark is one of the smartest, most sophisticated attorneys that I work with.
Amie is incredibly bright, responsive, clearly absolutely knows her stuff. She is really patient and has been an enormous help to me, providing very, very quick responses.
James Spallino handles domestic and international estate planning matters for high net worth clients. This includes business and family wealth succession planning, as well as gift tax matters and private foundations. Spallino wins significant plaudits, especially for his international tax expertise.
James is known here as a go-to for international matters; he is excellent and truly sophisticated.
James is a really great and thorough lawyer.
James is an expert in international tax. He's always professional, very easy to work with from a personality standpoint and very collaborative.
Jim has been an excellent partner to my clients.
Ashley is very competent - she has high net worth clients and is quite sophisticated.
Ashley really knows the law, especially fiduciary tax return. I love working with her because she knows what she is doing and doesn't cut corners.
Ashley is a rock star attorney!
I think Ashley is fantastic. Ashley is so prepared, helpful and always operates in such a professional and helpful manner.
Patrick Saccogna handles the full suite of tax and succession planning matters for high net worth clients and their closely held businesses.
Patrick is very well known for his tax expertise. He's very east to get in contact with, and is genuinely just such a nice guy and builds great relationship with clients.
Patrick is excellent. He's ridiculously punctual, organised and on top of the work. He is more responsive than the client or myself. He was excellent on an incredibly complex matter.
Provided by Thompson Hine LLP
David Valz
Jana Shearer
Jerry Vande Werken
Head of Department
Rima Ports