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Band 2
Provided by Charles Adler
Business Law
Asset Protection Planning
Business Succession Planning
Business Tax
Charitable Planning
Estate Planning
Family Foundations
Fiduciary Representation
Gift, Estate, and GST Tax Planning
Income Tax Planning
Nonprofit Organizations
Prenuptial Agreements
Probate and Estate Administration
Retirement Distribution Planning
Taxation
Trusts & Estates
Trusts and Trust Administration
Trust, Estate, and Probate Litigation
Chuck has a special interest in planning for individuals, families and closely-held businesses. Chuck counsels individuals and families on complex estate, charitable, financial and retirement planning matters; on estate, gift and generation-skipping taxes; and on the organization and operation of private foundations. He also counsels owners of closely-held and family businesses on succession planning.
Before joining the firm, Chuck was an associate attorney with Thompson Hine and Flory, and a senior accountant with Price Waterhouse. Chuck is a Fellow of the American College of Trust and Estate Counsel and is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law. He is a member of the Estate Planning Council of Cleveland (Former Trustee). Chuck is also a Certified Public Accountant (Ohio, inactive). He is admitted to practice law in both Ohio and Florida.
Chuck is on the Board of Regents of St. Ignatius High School. He is also a past president of the Cleveland Chapter of the Society of Financial Service Professionals. Chuck served as a Trustee of the Alzheimer’s Association and Catholic Charities. He serves as Trustee of the Frederick W. and Janet P. Dorn Foundation.
Ohio State Bar Association, Member
Ohio State Bar Association, Certified Specialists Estate Planning, Trust & Probate Law
Cleveland Metropolitan Bar Association, Member
Estate Planning Council of Cleveland, Member
The American College of Trust and Estate Counsel (ACTEC), Fellow
Ohio Certified Public Accountant (inactive)
Alzheimer's Association, Former Trustee
American Red Cross, Cleveland Chapter, Estate Planning Advisory Council
Case Western University, Estate Planning Advisory Council
Cleveland Catholic Foundation, Estate Planning Board
Cleveland Hearing & Speech Center, Estate Planning Advisory Council
Cleveland Museum of Art, Planned Giving Council
Cleveland State University, Estate Planning Advisory Council
Cleveland-Akron Chapter of the Society of FSP, Past President
CSU Law Alumni Association, Executive Committee and Trustee
Frederick W. and Janet P. Dorn Foundation, Trustee
St. Ignatius High School, Board of Regents
Donor-Advised Funds Gain Popularity, Legal Update, 2018
There's No Place Like Home...Ohio Becomes One of the Nation's Top Destinations for Asset Protection Planning, March 2013
Rules of Engagement: Ethical Challenges for Estate Planners, Probate Law Journal of Ohio, March/April 2012
Cleveland-Marshall College of Law
J.D.
1983
Miami University
Accountancy
1979
Named "Lawyer of the Year" for Trusts and Estates, Cleveland, Ohio
Best Lawyers®
2022
Named "Lawyer of the Year" for Litigation - Trusts and Estates, Cleveland, Ohio
Best Lawyers®
2019
Certified Specialists Estate Planning, Trust & Probate Law
Ohio State Bar Association
Recognized in The Best Lawyers in America® since 2013
Best Lawyers
Selected to the Ohio Super Lawyers list: 2004-present
Super Lawyers
Provided by Chambers
Provided by Chambers
Charles Adler is thoughtful and very personable.
Charles Adler is thoughtful and very personable.