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.
Estate Planning Council of Cleveland
Estate Planning, Probate and Trust Law Section, Cleveland Metropolitan Bar Association
Ohio State Bar Association
USE IT OR LOSE IT – The Importance of Planning Now to Make Use of the Federal Exemption From Gift and Estate Taxes, Calfee First Alert, 08.07.2020
Additional Relief for Taxpayers – Updates to Notices 2020-18 and 2020-20, Calfee First Alert, 04.17.2020
Low Interest Rates Plus Low Asset Values Present Unique Estate Plan Gift Opportunities – Part II, Calfee First Alert, 04.16.2020
Low Interest Rates Plus Low Asset Values Present Unique Estate Plan Gift Opportunities – Part I, Calfee First Alert, 04.02.2020
J.D., Cleveland-Marshall College of Law, 1994
B.A., Baldwin-Wallace College, 1989