Elizabeth Monihan

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

Nonprofit Organizations

Prenuptial and Postnuptial Agreements

Private Foundations

Probate, Trust and Fiduciary Litigation

Retirement Distribution Planning

Tax Return Preparation

Career

Lisa Monihan's practice is focused on wealth transfer planning for individuals and fiduciaries, including income, gift, estate and generation-skipping transfer tax planning, trust and estate administration, multi-generational family issues, retirement planning, succession planning for closely-held businesses and charitable planning.

A client once told Lisa that the decision to hire her was made because “you really listened to what I had to say; the other lawyers I interviewed were too busy trying to impress me with how smart they were.” Lisa establishes personal, long term relationships with her clients, and guides them through the legal, tax, financial and family issues in their unique situations with empathy and compassion.

Lisa is a frequent speaker to professional and community groups on estate planning and related topics.

Professional Memberships

American Bar Association

Ohio State Bar Association

Cleveland Metropolitan Bar Association

Ohio Women’s Bar Association

The American College of Trust and Estate Counsel (ACTEC), Fellow

Marvin R. Pliskin Advanced Probate and Estate Planning Seminar, Member, Planning Committee

Probate Law Journal of Ohio, Editorial Advisory Board

The Estate Planning Council of Cleveland, Member and Former President

Education

Awards