Estate and Succession Planning and Administration; Probate Litigation; Tax Law
Jean's practice is focused in the areas of estate and trust administration, complex estate and gift tax issues, probate court litigation and fiduciary income tax matters. Jean works with a wide range of clients in preparing estate and gift tax returns, analyzing estate and gift tax issues, and defending the tax returns on audit.
Jean's experience also includes preparation of fiduciary income tax returns, post mortem planning and guardianship matters.
Jean’s civic activities include serving as a former treasurer and executive board member of the Cleveland Orchestra, co-chair of the Cleveland Orchestra’s audience development committee (CODA), and former board member of the Junior Committee of the Cleveland Orchestra. Jean also served on the board of the St. Herman’s Homeless Shelter and as Treasurer of the St. Demetrios Philoptochos Society. Jean currently serves on the board of the Endowment Fund of the St. Demetrios Greek Orthodox Church and is a member of the Fundraising Board of the Steven G. AYA (Adolescent and Young Adult) Cancer Research Fund.
Member, Estate Planning Council of Cleveland; Member, Estate Planning, Probate and Trust Law Section, Cleveland Metropolitan Bar Association; Member, Ohio State Bar Association