Elizabeth Monihan

Practice Areas

Asset Protection Planning

Business Law

Business Succession Planning

Charitable Planning

Nonprofit Organizations

Prenuptial Agreements

Trust, Estate, and Probate Litigation

Gift, Estate, and GST Tax Planning

Income Tax Planning

Retirement Distribution Planning

Trusts & Estates

Estate Planning

Family Foundations

Fiduciary Representation

Probate and Estate Administration

Trusts and Trust Administration

Career

Lisa Monihan's practice is focused on wealth transfer planning for individuals and fiduciaries, including income, gift, estate and generation-skipping transfer tax planning, trust and estate administration, multi-generational family issues, retirement planning, succession planning for closely-held businesses and charitable planning.

A client once told Lisa that the decision to hire her was made because “you really listened to what I had to say; the other lawyers I interviewed were too busy trying to impress me with how smart they were.” Lisa establishes personal, long term relationships with her clients, and guides them through the legal, tax, financial and family issues in their unique situations with empathy and compassion.

Lisa is a frequent speaker to professional and community groups on estate planning and related topics.

Professional Memberships

American Bar Association, Member

Ohio State Bar Association, Member and Estate Planning, Trust and Probate Law Section Council, Chair 2021-2023

Cleveland Metropolitan Bar Association, Member

Ohio Women’s Bar Association, Member

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

Marvin R. Pliskin Advanced Probate and Estate Planning Seminar, Member, Planning Committee

Probate Law Journal of Ohio, Editorial Advisory Board, 2015-current

The Estate Planning Council of Cleveland, Member and Former President 1994-1995

Publications

Ohio Update, Estate Planning Council of Cleveland, December 2023

OSBA Update, CMBA Hot Topics in Estate Planning 2023, June 2023

Ohio Law Update, ACTEC Great Lakes Regional Meeting, Chicago, December 2022

Legislative Update, Park National Bank Estate Planning and Ethics Seminar, November 2022

Ohio Legislative Update, Cleveland Metropolitan Bar Association Estate Planning Institute, October 2022

Ohio Legislative Update, Marvin Pliskin Advanced Probate and Estate Planning Institute, September 2022

Summary of Written Testimony before Ohio House of Representatives Civil Justice Committee in opposition to H.B. 339, PLJO, Nov/Dec 2021

Ohio Enacts a Legal Malpractice Statute of Repose, Probate Law Journal of Ohio, May/June 2021

The Inside Scoop on Choosing an Estate Planning Lawyer, Crain’s Cleveland Business-Estate Planning, November 2020

Planning for Elderly Clients Below the Exemption Amount, Probate Law Journal of Ohio, July/August 2020

Dilemma for Executors and Survivors: Should Cares Act Economic Impact Payments to Decedents be Returned? PLJO, Jul/Aug 2020

To Be an "Heir" or Not to Be an Heir" - That is the Question, Ohio State Bar Association, April 2017

Increase in Value and Number of Vehicles Which May be Selected by Surviving Spouse, Probate Law Journal of Ohio, Jan/Feb 2017

Assisted Reproductive Technology (Art) and Inheritance Rights, Akron Tax and Estate Planning Council, January 2017

Personal

Cleveland Council on World Affairs, Development Committee, 2016-present

Union Club Foundation Board, Secretary 2017–current

Catholic Charities Corporation Board of Trustees, 2003–2014

Volunteer Council of The Cleveland Orchestra-President, 1998-2001

The Junior Committee of The Cleveland Orchestra-President, 1997-1999

The Women’s Committee of The Cleveland Orchestra-Board of Trustees, 2000-2003

Cleveland Museum of Art Planned Giving Committee

Lawyers Guild of the Catholic Diocese of Cleveland

Hathaway Brown Parent Association-President 2013-2014

University Hospitals, Diamond Advisory Group

Case Western Reserve University, Professional Advisory Group

Education

Awards