Amy Friedmann

Practice Areas

Estate and Succession Planning and Administration; Probate Litigation

Career

Amy Friedmann's practice is focused in the areas of estate planning and trust administration. She designs comprehensive estate plans for a wide range of clients, integrating complex tax-minimizing strategies where appropriate while achieving a client’s non-tax goals for leaving a legacy.

Amy counsels clients on the administration of trusts and estates and is experienced with employing a variety of techniques for modifying, reforming and terminating irrevocable trusts.

Amy is a member of the Ohio State Bar Association’s Estate Planning, Trust and Probate Law Section Council, the Cleveland Metropolitan Bar Association’s Estate Planning, Probate & Trust Law Section and the Estate Planning Council of Cleveland.

Prior to entering the law profession Amy worked in Information Technology, specifically as a Network Analyst for the Lucas County Auditor, the Technical Platform Manager for Smart Data Strategies, Inc. and as a Microsoft Certified Systems Engineer consultant.

Her professional and civic activities include The University of Akron Gift and Estate Planning Committee and the Charles Deering Legacy Advisor Leadership Council of Summa Foundation. She was a member of the Inaugural Class of the Women’s Network/Leadership Akron Community Leadership Institute, and the Akron Torchbearers Class of 2011.

While in law school at The University of Akron, Amy served as a judicial extern for the Honorable Judge Deborah L. Cook, U.S. Court of Appeals for the Sixth Circuit.

Before joining Calfee in 2017, Amy was a Partner in a regional Ohio law firm.

Professional Memberships

Ohio State Bar Association’s Estate Planning and Probate Law Section Council, Member

Cleveland Metropolitan Bar Association’s Estate Planning, Probate & Trust Law Section, Member

The University of Akron Gift and Estate Planning Committee, Member

Charles Deering Legacy Advisor Leadership Council of Summa Foundation

Inaugural Class of the Women’s Network/Leadership Akron Community Leadership Institute, Member

Akron Torchbearers Class of 2011

Publications

“Spendthrift Trusts and Creditor Protection,” Presentation with Jaclyn Vary to the Akron Tax and Estate Planning Council, Akron, OH (January 2021)

“Beneficiary Withdrawal Powers: A Hole in the Armor of Ohio Third-Party Settled Spendthrift Trusts,” Probate Law Journal of Ohio Vol. 31 #2 (Nov/Dec 2020), co-authored with Jaclyn Vary

“Spendthrift Trusts and Creditor Protection,” Presentation with Jaclyn Vary at the CMBA Estate Planning, Probate & Trust Law Section, Cleveland, OH (February 2020)

Matthew Bender Debtor-Creditor Law treatise “Spendthrift Trusts,” Chapter co-editor with Jaclyn Vary (to be published) (November 2019)

Education

Expert in these Jurisdictions

Licensed in Ohio.