Charles F. Adler, Esq.

Practice Areas

Business Succession Planning
Charitable Planning
Family Foundations
Estate Administration
Estate Planning
Probate Litigation
Trust Administration
Retirement Distribution Planning
Taxation

Biography

Chuck Adler joined the firm in 1993 and became partner in 1995. Chuck has a special interest in planning for individuals, families and closely-held businesses. Chuck counsels individuals and families on complex estate, charitable, financial and retirement planning matters; on estate, gift and generation-skipping taxes; and on the organization and operation of private foundations. He also counsels owners of closely-held and family businesses on succession planning.

Before joining the firm in 1993, Chuck was an associate attorney with Thompson Hine and Flory (1985-1992), and a senior accountant with Price Waterhouse (1983-1985). Chuck is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law. He is a member of the Estate Planning Council of Cleveland (Former Trustee). Chuck is also a Certified Public Accountant (Ohio, inactive). He is admitted to practice law in both Ohio and Florida.

Chuck serves as a Trustee of the Alzheimer’s Association, Catholic Charities, and the Frederick W. and Janet P. Dorn Foundation. He is a member of the St. Angela Merici Parish Endowment Committee, and is a class agent for the St. Ignatius High School Alumni Association.

Chuck resides with his wife, Maureen, and their daughters, Erin, Mary Grace and Eileen, in Fairview Park.

Education

• Miami University, 1979, Accountancy

• Cleveland-Marshall College of Law, 1983, J.D.

Awards & Honors

• Ohio Super Lawyer, Cincinnati Magazine (2004-2009)

Community Activities

• Fellow, American College of Trust & Estate Counsel
• Class agent for St. Ignatius High School Alumni Association
• Trustee of the Alzheimer’s Association
• Frederick W. and Janet P. Dorn Foundation
• Case Western University Estate Planning Advisory Council
• American Red Cross, Cleveland Chapter, Estate Planning Advisory Council

Court and Bar Associations

• Admitted – State of Ohio
• Admitted – State of Florida
• Member of the American Bar Association
• Member of the Ohio State Bar Association
• Member of the Cleveland Metropolitan Bar Association
• Member of the Estate Planning Council of Cleveland
• Director, Society of Financial Service Professionals, Cleveland Chapter
• Ohio Certified Public Accountant (inactive)
• Senior Accountant – Price Waterhouse (1983-1985)

Recent Articles, Presentations & Seminars

• Creditor Claims Against Non-Probate Property, 14 Probate Law Journal of Ohio 8. (March/April 2004)

Practicing: Estate Administration, Estate Planning, Trust Administration, Taxation, Business Succession Planning, Charitable Giving, Family Foundations, Probate Litigation, Retirement Distribution Planning