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Todd has been practicing in areas of elder law since 1993. He obtained his A.B. in Political Science from Ohio University and his Juris Doctor from Cleveland Marshall College of Law in 1993. Prior to becoming an attorney Todd worked with the local Long Term Care Ombudsman program, advocating for the rights of long term care consumers. It was then he spent a good deal of time observing some of the problems with people being able to get the care that they deserved and needed. After graduating and passing the bar in 1993, Todd directed a program to assist in the appeals of wrongfully denied Medicare claims. Since that time, Todd has worked both as a solo practitioner and in larger firms to advocate for the elderly. Todd is a regular speaker both in the community and to other lawyers and professionals in the areas of Estate Planning, Elder Law, Medicaid Eligibility, and other subjects. He is a board member and Treasurer of his church, and is married and lives in Rocky River, OH with his family, as well as the family dog, Happy.

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)

Gina became an Associate of the firm in 2010.  Her practice is primarily focused on the areas of estate planning, estate administration, trust administration, probate and guardianship law.  Gina advises clients in all areas of estate and gift tax planning, avoidance or minimization of probate, and succession planning for closely held business owners.  Gina works with individuals and families to meet clients’ tax and non-tax objectives.  She does this through the use of a wide variety of estate planning techniques including various irrevocable and revocable trusts, insurance trusts, special needs trusts, wills, powers of attorney and other related documents.. Gina has been a guest lecturer for many different groups including IRS enrolled agents and nursing home facilities.  She is a member of the Ohio State, Lake and Geauga Bar Associations, the Estate Planning Council of Cleveland, the Lake County Probate Committee as well as various charitable and philanthropic organizations.  Gina resides in Lake County with her husband and their three daughters.

Counsels clients on wealth transfer and estate planning ranging from. simple wills to complex trust arrangements. Creates comprehensive business succession plans. Assists fiduciaries in the administration of trusts and the estate, distribution of non-probate assets and the preparation of estate tax returns. Tailors each estate plan to best accomplish the goals of his clients, taking into consideration the tax implications presented by each client’s circumstances. Represents business entities, individuals, married couples, unmarried. couples and unmarried parents who want to continue a unified plan for their children

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.

Experienced Trusts attorney serving clients in Cleveland and surrounding areas.