Hahn Loeser's Estate Planning team is one of the largest and most respected in the field. The core of our practice is individuals with net worth of $20 million to over $1 billion, and owners of businesses with sales of $40 million to over $1 billion.
Our attorneys have earned distinction in some of the most prestigious associations and professional groups. The following list highlights a sampling of credentials for some of our attorneys:
- Fellows of the American College of Trust and Estate Counsel
- Ohio State Bar Association Board Certified Specialists in Estate Planning, Trust and Probate Law
- Florida Board Certified in Wills, Trusts and Estates
- Masters of Taxation
- President of the Estate Planning Council of Cleveland
- Chair of the Cleveland Bar Association's Estate Planning Institute
Hahn Loeser attorneys have also served in leadership positions with the Board of Governors of the Probate and Trust Law Section of the Ohio State Bar Association, Attorneys for Family Held Enterprises, and the estate planning and probate sections of local, state and national bar associations.
The dominant focus of our estate planning practice is counseling owners of privately-held companies. We guide business owners through the options for succession planning, leveraged gifting, valuation discounting, shifting voting control and equity among active and non-active heirs, incentive compensation plans, stock transfer restrictions, buy-outs and reducing estate taxes.
We also assist executors in the often complex role of estate and trust administration.
Other key components of our practice are our Southwest Florida office, wealth defense (domestic and offshore), estate litigation and probate avoidance.
Hahn Loeser is active in designing charitable foundations and implementing creative charitable plans. We serve in leadership roles for the planned giving advisory councils of The Cleveland Museum of Art, The Cleveland Orchestra and Case Western Reserve University.
Our approach is practical, goal-driven and tax efficient.