Provided by Charles Adler
Asset Protection Planning
Business Succession Planning
Gift, Estate, and GST Tax Planning
Income Tax Planning
Probate and Estate Administration
Retirement Distribution Planning
Trusts & Estates
Trusts and Trust Administration
Trust, Estate, and Probate Litigation
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. 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.
Member, Ohio State Bar Association
Member, Cleveland Metropolitan Bar Association
Member, Estate Planning Council of Cleveland
Ohio Certified Public Accountant (inactive)
Fellow, The American College of Trust and Estate Counsel (ACTEC)
Ohio State Bar Association Board Certified Specialist, Estate Planning and Probate Law
High Net Worth
Charles Adler is an expert on trust and estate matters. He advises business owners and affluent families on estate planning and business succession planning issues. One source comments that Adler "has a very calm demeanour and is a talented lawyer who deals well with clients."