
Elizabeth Monihan
About
Provided by Elizabeth Monihan
Practice Areas
Asset Protection Planning
Business Law
Business Succession Planning
Charitable Planning
Nonprofit Organizations
Prenuptial Agreements
Trust, Estate, and Probate Litigation
Gift, Estate, and GST Tax Planning
Income Tax Planning
Retirement Distribution Planning
Trusts & Estates
Estate Planning
Family Foundations
Fiduciary Representation
Probate and Estate Administration
Trusts and Trust Administration
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.
Lisa was once told by a new client 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
Member, American Bar Association
Member, Ohio State Bar Association - Estate Planning, Trust and Probate Law Section Council, Chair 2021-2023
Member, Cleveland Metropolitan Bar Association
Member, Ohio Women’s Bar Association
Fellow, The American College of Trust and Estate Counsel (ACTEC)
Member, Planning Committee, Marvin R. Pliskin Advanced Probate and Estate Planning Seminar
Editorial Advisory Board, Probate Law Journal of Ohio, 2015-current
Member and Former President 1994-1995, The Estate Planning Council of Cleveland
Personal
Cleveland Council on World Affairs, Development Committee, 2016-present
Union Club Foundation Board, Secretary 2017–current
Catholic Charities Corporation Board of Trustees, 2003–2014
Volunteer Council of The Cleveland Orchestra-President, 1998-2001
The Junior Committee of The Cleveland Orchestra-President, 1997-1999
The Women’s Committee of The Cleveland Orchestra-Board of Trustees, 2000-2003
Cleveland Museum of Art Planned Giving Committee
Lawyers Guild of the Catholic Diocese of Cleveland
Hathaway Brown Parent Association-President 2013-2014
University Hospitals, Diamond Advisory Group
Case Western Reserve University, Professional Advisory Group
Publications
-Summary of Written Testimony before Ohio House of Representatives Civil Justice Committee in opposition to H.B. 339, Probate Law Journal of Ohio, November/December 2021
-Ohio Enacts a Legal Malpractice Statute of Repose, Probate Law Journal of Ohio, May/June 2021
-The Inside Scoop on Choosing an Estate Planning Lawyer, Crain’s Cleveland Business-Estate Planning, November 2020
-Planning for Elderly Clients Below the Exemption Amount, Probate Law Journal of Ohio, July/August 2020
-Dilemma for Executors and Survivors: Should Cares Act Economic Impact Payments to Decedents be Returned? Probate Law Journal of Ohio, July/August 2020
-To Be an "Heir" or Not to Be an Heir" - That is the Question, Ohio State Bar Association, April 2017
Increase in Value and Number of Vehicles Which May be Selected by Surviving Spouse, Probate Law Journal of Ohio, January/February 2017
Expert in these Jurisdictions
Licensed to Practice in Ohio
U.S. District Court, Northern District of Ohio
U.S. Tax Court
U.S. Supreme Court
Education
Cleveland-Marshall College of Law
J.D.
1984
John Carroll University
B.S. in Economics
1979
Awards
Martindale-Hubbell® AV Preeminent®
Martindale-Hubbell®
Recognized in The Best Lawyers in America® since 2018 for Practice Areas: Litigation - Trusts and Estates, Tax Law, and Trusts and Estates
Best Lawyers®
Named "Lawyer of the Year" by Best Lawyers® for: Trusts and Estates, Cleveland
Best Lawyers®
2023
Selected to the Ohio Super Lawyers® list, 2006-present
Super Lawyers®
Accredited Estate Planner®
National Association of Estate Planners & Councils
Distinguished Estate Planner
Estate Planning Council of Cleveland
2013
Chambers Review
High Net Worth
Elizabeth Monihan handles the full suite of wealth planning matters for private clients.
Strengths
Provided by Chambers
"Elizabeth Monihan has good interpersonal skills and works well with people."
"Elizabeth is really well respected by the Ohio ACTEC Fellows and represents clients nicely."
"Elizabeth Monihan has good interpersonal skills and works well with people."
"Elizabeth is really well respected by the Ohio ACTEC Fellows and represents clients nicely."
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