About
Lisa Monihan is a Partner in the Trusts & Estates practice group, and she also serves as a practice group co- coordinator. Her 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 ”[she] 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.
Overview
Practice focus
Firm
Office details
Location
Cleveland, OH 44114
Services
Practice areas
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Credentials
Bar admissions
- Ohio, State of Ohio
Education
- Cleveland Marshall College of Law, J.D., graduated 1984
- John Carroll University, B.S. in Economics, graduated 1979
Affiliations
- American Bar Association - Member
- Ohio State Bar Association - Member
- Cleveland Metropolitan Bar Association - Member
- Ohio Women’s Bar Association - Member
- The American College of Trust and Estate Counsel (ACTEC)
- State Laws Committee, Technology in the Practice Committee - Fellow
- Marvin R. Pliskin Advanced Probate and Estate Planning Seminar - Planning Committee Member
- Probate Law Journal of Ohio - Editorial Advisory Board Member
- Estate Planning Council of Cleveland - Member and Former President
