J. Paul Fidler, Esq.
Paul Fidler joined the firm in 1996 and became a partner in 2003. His practice emphasizes estate planning and administration; trust administration; income taxation of estates, trusts and individuals; planning for charitable gifts and foundations; and business succession planning.
Paul is a frequent speaker and author on a wide range of estate planning topics. Paul has a particularly strong expertise in qualified retirement plans and IRAs, which often are a client’s most valuable asset. In 2012, while Chair of the Cleveland Metropolitan Bar Association (CMBA) Estate Planning, Probate & Trust Law Section, Paul had the opportunity to coordinate and host the “Hot Topics for Estate Planners” seminar. His presentation at the CMBA Estate Planning Institute entitled, “Spendthrift Provisions: Wouldn’t You Like to be a Spendthrift Too?” was also published in the Probate Law Journal of Ohio. Paul is an active member of the Broadview Road Church of Christ, where he currently serves as Treasurer, a Trustee, and on various service-oriented committees.
Paul lives in Olmsted Falls with his wife, Katie, and two children.
- The Pennsylvania State University, 1993, B.S.
With honors and high distinction
- Michael E. Moritz College of Law, 1996, J.D.
Order of the Coif with Honors
- Member of the Broadview Road Church of Christ
- Current – Chairman of the Board of Trustees
Court and Bar Associations:
- Admitted – State of Ohio
- Admitted – U.S. District Court, Northern District of Ohio
- Admitted – U.S. Tax Court
- Member of the American Bar Association
- Member of the Ohio State Bar Association
- Member of the Cleveland Metropolitan Bar Association
- Secretary – Estate Planning, Probate, and Trust Law Section Of the Cleveland Metropolitan Bar Association
Recent Articles, Presentations & Seminars:
- There’s No Place Like Home…Ohio Becomes One of the Nation’s Top Destinations for Asset Protection Planning
- Spendthrift Provisions: Wouldn’t You Like to be a Spendthrift Too?
- Year-End Gift Planning Opportunity
- Paul has spoken to various continuing legal education, professional, and consumer-oriented groups regarding estate planning, estate and trust administration, and tax topics.
- The Grapes of Roth: Conversion to a Roth IRA in 2010 and Beyond — Sweet Nectar or Sour Grapes
- Roth Conversion: Wealth Transfer, Taxes and Timing
Areas of Practice:
- Business Succession Planning
- Charitable Planning
- Estate Administration
- Estate Planning and Probate
- Family Foundations
- Probate Litigation
- Retirement Distribution Planning
- Trust Administration