Band 2
Provided by Chad Makuch
Chad Makuch has a depth of experience representing ultra-high-net-worth families, their family offices and their foundations that is unmatched within his peer group. He is lead or co-lead estate planning counsel for several multibillion dollar families, which is demonstrative of the sophistication of the planning he engages in on a daily basis. He understands that collaborating with other advisors across multiple disciplines is necessary to implement comprehensive solutions to meet his clients’ goals.
Chad Makuch is an estate planning and tax lawyer who focuses on counseling wealthy families, family offices, institutional trustees, other fiduciaries and private foundations.
Driven to efficiently achieve his clients' goals, he helps families transfer assets and business interests to children, grandchildren and charities while minimizing or eliminating transfer taxes; counsels fiduciaries in connection with their responsibilities under complex trusts and applicable laws; and guides private foundations through the tax laws and regulations that govern them.
American College of Trust and Estate Counsel
Fellow (2022 to present)
Ohio State Bar Association
Estate Planning, Trust and Probate Law Section Council
Cleveland Metropolitan Bar Association
Estate Planning, Trust and Probate Law Section
Chair (2022 to 2023)
Vice Chair (2021 to 2022)
Head of Programming (2020 to 2021)
Co-Speaker Chair (2019 to 2020)
Treasurer (2019 to 2020)
American Bar Association
Estate Planning Council of Cleveland
Tax Club of Cleveland
Provided by Chambers
Provided by Chambers
Chad has incredible depth of knowledge and experience in the trusts and estates field.
Chad is down to earth and flexible. He's also very detail-oriented and always puts his clients first - very respectful of client relationships.
I think he is going to be a rock star. He is great, smart and dedicated and brings a lot to the table.
Chad is very thoughtful. His knowledge base and skill set are pretty broad. He is very thoughtful on the different nuances of the client relationship.
Chad has incredible depth of knowledge and experience in the trusts and estates field.
Chad is down to earth and flexible. He's also very detail-oriented and always puts his clients first - very respectful of client relationships.
I think he is going to be a rock star. He is great, smart and dedicated and brings a lot to the table.
Chad is very thoughtful. His knowledge base and skill set are pretty broad. He is very thoughtful on the different nuances of the client relationship.