Private Wealth Law
High Net Worth Guide 2024 : Ohio
Band 2
About
Provided by Schneider Smeltz Spieth Bell LLP
TRUSTS and ESTATES
Schneider Smeltz Spieth Bell advises clients in creating various types of trusts to further their estate plan and lifetime giving plan. In this capacity, Schneider Smeltz Spieth Bell collaborates closely with clients to implement arrangements that meet their client’s long-term goals and for their chosen beneficiaries, while maintaining the maximum amount of flexibility in order to accommodate unforeseen changes. The firm emphasizes plans that also provide income tax and transfer tax advantages to maximize the value of the benefit the client confers on their chosen beneficiaries.
The firm has seven attorneys who are Fellows in the prestigious American College of Trust and Estate Counsel (ACTEC). Lawyers are elected to be Fellows based on their outstanding reputation, exceptional skill, and substantial contributions to the field by lecturing, writing, teaching, and participating in bar activities.
Focus Areas
Estate Planning & Wealth Transfer
- Asset Protection Planning
- Business Succession Planning
- Charitable Planning
- Estate, Gift and GST Tax Planning
- Income Tax Planning
- Multi-generational Planning
- Retirement Distribution Planning
Trust, Estate & Probate Administration
- Counseling Fiduciaries and Beneficiaries
- Family Offices
- Irrevocable Trust Modifications
- Private Foundations
- Tax Return Preparation
Chambers Review
Schneider Smeltz Spieth Bell advises wealthy families and individuals on tax, trusts and estates matters. Its attorneys have expertise in asset protection, charitable planning, family foundation and probate issues, among others.
Strengths
Provided by Chambers
"Schneider Smeltz have many very fine practitioners and attorneys who practice in this area."
"Schneider Smeltz have many very fine practitioners and attorneys who practice in this area."
Notable Practitioners
Elizabeth Monihan handles the full suite of wealth planning matters for private clients.
"Elizabeth is technically excellent. She is a great drafter and very good."
Charles Adler is an expert on trust and estate matters. He advises business owners and affluent families on estate planning and business succession planning issues.
"Charles Adler is thoughtful and very personable."
Jennifer Savage handles complex estate planning matters for high net worth clients.
"She is technical and very strong."
Ranked Individuals at
Schneider Smeltz Spieth Bell LLP
Ohio
Members
Provided by Schneider Smeltz Spieth Bell LLP
Aanchal Sharma
Ashton Bizzarri
Brittany Payne
David Lenz
Head of Department
Geoffrey Wills
J. Paul Fidler
J. Talbot Young, Jr.
Head of Department
James Bright
James Vail
Jamie McHenry
Jessica Domingo
Joseph Gibbons
Justin Stark
Kenneth Laino
Kyle Gee
Veronica Garofoli