
Charles Adler
High Net Worth Guide 2025
Band 3 : Private Wealth Law
Email address
[email protected]Contact number
(216) 696-4200Share profile
Band 3
About
Provided by Charles Adler
Practice Areas
Asset Protection Planning
Business Succession
Charitable Planning
Counseling Fiduciaries and Beneficiaries
Estate, Gift and GST Tax Planning
Family Offices and Family Trust Companies
Income Tax Planning
Irrevocable Trust Modifications
Multi-Generational Planning
Private Foundations
Retirement Distribution Planning
Tax Return Preparation
Career
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.
Professional Memberships
Ohio State Bar Association
Cleveland Metropolitan Bar Association
Estate Planning Council of Cleveland
The American College of Trust and Estate Counsel (ACTEC), Fellow
Education
Cleveland-Marshall College of Law
J.D.
1983
Miami University
Accountancy
1979
Awards
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
Martindale-Hubbell® AV Preeminent®
Martindale-Hubbell®