Mary Monihan - Cleveland Tax Lawyer Reviews & Ratings

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)