About

Lisa Monihan is a partner  in the law firm of Spieth, Bell, McCurdy & Newell Co., L.P.A., Cleveland, Ohio. Practiced for ten years in the Cleveland offices of two large law firms, Jones, Day, Reavis & Pogue and Squire, Sanders & Dempsey, prior to joining to Spieth, Bell in 1995. Lisa's practice is focused on planning for high net worth individuals and fiduciaries, including:·       income, gift, estate and generation-skipping transfer tax planning·       trust and estate administration·       retirement planning·       succession planning for closely-held businesses·       charitable planning Author and frequent speaker on estate planning and related topics.  Recent articles and presentations have included: ·      Cleveland Metropolitan Bar Journal, Conflicts of Interest in a Trusts and Estates Practice,  (June 2010  ·     Ohio State Bar Association Drafting Wills and Trusts Seminar,  Ethical Issues in Estate Planning, February 29, 2008 ·      Ohio State Bar Association, Drafting Wills and Trusts Seminar, The Client Interview, presented numerous times, most recently in 2007 ·      Ohio State Bar Association CLE Institute, Satellite CLE Seminar, Marital Deduction Basics . . . . and Beyond, February 22, 2001 Professional associations: ·      American College of Trust and Estate Counsel (elected 1998) ·      Cleveland Metropolitan Bar Association (Estate Planning, Probate and Trust Law Section:  Section Chair 2008-2009; Vice-Chair 2007-2008; Secretary 2006-2007; Treasurer 2005-2006; Program Chair 2004-2005) ·      The Estate Planning Council of Cleveland (President 1994-1995, Vice President 1993-1994; Secretary 1992-1993; Treasurer 1991-1992; Program Chair 1990-1991) ; Served as the first female President of the EPC ·      American Bar Association (Section of Taxation; Section of Real Property, Trust and Estate Law; Law Practice Management Section; and General Practice, Solo and Small Firm Division) ·      Ohio State Bar Association (Estate Planning, Trust and Probate Law Section; Estate Planning, Trust and Probate Law Section Council, 2010 - present) ·      Ohio Women's Bar Association J. D., Cleveland-Marshall College of Law, 1984; B. S. in Economics, John Carroll University, 1979 Community activities include: ·      Catholic Charities Corporation Board of Trustees (2003 – present) ·      The 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) ·      Lawyers Guild of the Catholic Diocese of Cleveland ·      Cleveland Museum of Art Planned Giving Committee ·      Case Western Reserve University, Professional Advisory Group ·      University Hospitals, Diamond Advisory Group ·      Hathaway Brown Parent Association (President-Elect 2012 - 2013)

Practices Areas

Estate Planning

Probate

Language

English

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