Erica McGregor

Career

Erica McGregor focuses her practice on estate planning, federal wealth transfer taxation, estate and trust administration, business succession planning, and charitable planning.

Erica appreciates the privilege of working with people to plan for what matters most to them: their families. She enjoys combining the technical and practical to find effective and efficient solutions to meet clients’ goals. In a practice where tax and other laws intersect with personal matters, Erica strives to make the complex appear simple and the overwhelming seem manageable.

Erica is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and an Ohio State Bar Association Certified Specialist in Estate Planning, Trust and Probate Law. She is proud to be part of the robust estate planning community in Cleveland.

Professional Memberships

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

• American Bar Foundation, Fellow

• Ohio State Bar Association, Estate Planning, Trust and Probate Section

• Cleveland Metropolitan Bar Association: Estate Planning, Probate & Trust Law Section

• Estate Planning Council of Cleveland

Publications

• “CRITICAL UPDATES: Corporate Transparency Act,” Tucker Ellis Client Alerts (December 2024 – March 2025)

• “Federal Court Issues Nationwide Injunction Prohibiting Current Enforcement of Corporate Transparency Act,” Tucker Ellis Client Alert (December 2024)

• “Deadline Approaching to File Beneficial Ownership Information Reports,” Tucker Ellis Client Alert (September 2024)

• “Corporate Transparency Act – Are You Ready?“, Smart Business – Estate Planning (December 2023)

• “New Law Will Require Millions of Corporations, LLCs and Other Entities to Disclose Beneficial Owners and Those Individuals with “Substantial Control,” Tucker Ellis Client Alert (April 2023)

• “Ethics Issues for Estate Planners,” Cleveland Metropolitan Bar Journal (December 2011)

• “Is That Irrevocable Trust Now Irrelevant?,” Probate Law Journal of Ohio (November/December 2011)

• “One of These Things Is Not Like the Other: The Ohio Estate Tax Return Versus the Federal Estate Tax Return,” Probate Law Journal of Ohio (March/April 2010)

• “Are You Smarter Than an Estate Planner?,” Cleveland Metropolitan Bar Journal (June 2009)

SELECTED PRESENTATIONS

• “New Year’s Resolution: Let 2004 Help You Be a Better Lawyer in 2005,” Probate Law Journal of Ohio (January/February 2005)

• “The Corporate Transparency Act,” 66th Annual Cleveland Tax Institute (November 2023)

• “The Corporate Transparency Act,” 50th Annual Estate Planning Institute, Cleveland Metropolitan Bar Association (October 2023)

• “Corporate Transparency Act: What All Attorneys Need to Know to Protect Their Clients,” Tucker Ellis LLP (June 2023)

• “Corporate Transparency Act Update,” Cleveland Metropolitan Bar Association (April 2023)

• “Can I Get a Witness? Execution Formalities of Estate Planning Documents During the Good, the Bad and the Ugly,” 15th Annual Estate Planning Seminar, Boy Scouts of America (September 2020)

• “Leveraging a Legacy: Introduction to ESOPs,” 13th Annual Estate Planning Seminar, Boy Scouts of America, Cleveland, Ohio (September 2018)

• “Effective Estate Planning for Diminished Capacity: Can You Really Avoid Guardianship?”, Estate Planning Council of Cleveland, Cleveland, Ohio (May 2017)

• “ESOPs as an Estate Planning Tool: An Introduction to Employee Stock Ownership Plans,” 43rd Annual Estate Planning Institute, Cleveland Metropolitan Bar Association, Cleveland, Ohio (October 2016)

• “Charitable Lead Trusts: Help Your Donors Amplify Their Gifts,” Northern Ohio Planned Giving Council, Cleveland, Ohio (March 2015)