Charles Adler

Practice Areas

Business Law

Asset Protection Planning

Business Succession Planning

Business Tax

Charitable Planning

Estate Planning

Family Foundations

Fiduciary Representation

Gift, Estate, and GST Tax Planning

Income Tax Planning

Nonprofit Organizations

Prenuptial Agreements

Probate and Estate Administration

Retirement Distribution Planning

Taxation

Trusts & Estates

Trusts and Trust Administration

Trust, Estate, and Probate Litigation

Career

Chuck has a special interest in planning for individuals, families and closely-held businesses. Chuck counsels individuals and families on complex estate, charitable, financial and retirement planning matters; on estate, gift and generation-skipping taxes; and on the organization and operation of private foundations. He also counsels owners of closely-held and family businesses on succession planning.

Before joining the firm, Chuck was an associate attorney with Thompson Hine and Flory, and a senior accountant with Price Waterhouse. Chuck is a Fellow of the American College of Trust and Estate Counsel and is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law. He is a member of the Estate Planning Council of Cleveland (Former Trustee). Chuck is also a Certified Public Accountant (Ohio, inactive). He is admitted to practice law in both Ohio and Florida.

Chuck is on the Board of Regents of St. Ignatius High School. He is also a past president of the Cleveland Chapter of the Society of Financial Service Professionals. Chuck served as a Trustee of the Alzheimer’s Association and Catholic Charities. He serves as Trustee of the Frederick W. and Janet P. Dorn Foundation.

Professional Memberships

Ohio State Bar Association, Member

Ohio State Bar Association, Certified Specialists Estate Planning, Trust & Probate Law

Cleveland Metropolitan Bar Association, Member

Estate Planning Council of Cleveland, Member

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

Ohio Certified Public Accountant (inactive)

Personal

St. Ignatius High School, Board of Regents

Cleveland-Akron Chapter of the Society of FSP, Past President

Cleveland Catholic Foundation, Estate Planning Board

Frederick W. and Janet P. Dorn Foundation, Trustee

Alzheimer's Association, Former Trustee

Case Western University, Estate Planning Advisory Council

Cleveland State University, Estate Planning Advisory Council

American Red Cross, Cleveland Chapter, Estate Planning Advisory Council

Cleveland Museum of Art, Planned Giving Council

Cleveland Hearing & Speech Center, Estate Planning Advisory Council

Executive Committee and Trustee, Cleveland-Marshall College of Law Alumni Association, Executive Committee and Trustee

Publications

Donor-Advised Funds Gain Popularity, Legal Update, 2018

There's No Place Like Home...Ohio Becomes One of the Nation's Top Destinations for Asset Protection Planning, March 2013

Rules of Engagement: Ethical Challenges for Estate Planners, Probate Law Journal of Ohio, March/April 2012

Education

Awards