International Society of Primerus Law Firms
Jennifer A. Savage
Practice Areas:
  • Fiduciary
  • Private Foundations
  • Tax Planning
  • Probate
  • Estate Administration
  • Probate Litigation
  • Trust
  • Nonprofit Organizations
  • Trust Administration
  • Asset Protection
  • Income Tax
  • Tax Controversies
  • Tax Litigation
  • Trust Litigation
  • Business
  • Retirement Planning
  • Tax
  • Trusts and Estates
  • Estate Planning
  • Business Succession Planning

Cleveland Attorney
Jennifer A. Savage

Phone: 216.696.4200

Email: jsavage@sssb-law.com

Languages: English

Jennifer serves as a high net worth family counselor with knowledge and understanding of sophisticated estate planning techniques and the broader needs of high net worth families.

Her strength lies in communicating complex matters in plain terms and working collaboratively as part of an advisor team to provide practical counsel to multigenerational families consistent with their risk tolerance, goals, family dynamics, and desire for complexity.

Practice Areas

  • Counseling families in the design of wills, trusts and other personal planning documents
  • Developing complex strategies to minimize transfer taxes for high net worth families while achieving family goals, including extensive experience with sophisticated planning techniques including GRATs, generation skipping strategies, sales to defective trusts, limited partnerships, life insurance planning and charitable strategies
  • Advising as to retirement arrangements, lifetime dispositions, and estate, gift, income and generation skipping transfer taxes
  • Succession planning for closely held and emerging businesses, as well as for executives and former executives of publicly traded companies
  • Planning for charitable gifts, including the design of pledges and charitable funds
  • Estate and trust administration
  • Serving as trustee for trusts ranging from minimally funded insurance trusts to significantly funded active discretionary trusts, including maintaining communications and relationships with beneficiaries and grantors, investment policy statement review and process, and discretionary distribution decisions

Education

  • Case Western Reserve University School of Law, J.D., 1990, cum laude
  • Rice University, B.A., 1987, cum laude

Admissions & Associations

  • State of Ohio
  • Member, American Bar Association
  • Member, Ohio State Bar Association
  • Member, Cleveland Metropolitan Bar Association
    – Estate Planning, Probate and Trust Law Section

Awards & Honors

  • Accredited Estate Planner®
  • Top Rated Lawyers™ 2016, Presented by Martindale-Hubbell
  • Martindale-Hubbell AV Rated®
  • Ohio Super Lawyers® (2012 – present)
    – Estate & Probate
  • Best Lawyers® 2014 – present
    – Closely Held Companies
    – Family Businesses Law
    – Trusts and Estates

Professional Involvement

  • Fellow, American College of Trust and Estate Counsel
  • Estate Planning Institute, 2005 Chairman and current Curriculum Committee
  • Estate Planning Council of Cleveland,
    – Programming Committee Chair 2010-2011
    – Treasurer 2011-2012, Secretary 2012-2013
    – Vice President 2013-2014, President 2014-2015
  • Estate Planning Institute

Community Activities

  • Jewish Federation of Cleveland, Professional Advisory Council Steering Committee Member
  • NCJW Signature Project “Live Special”, Steering Committee
  • Cleveland Orchestra Advisor Club, Member
  • Case Western Reserve University Estate Planning Advisory Council, Member
  • Cleveland Hearing & Speech Center Planned Giving Advisory Committee, Member

Recent Articles & Presentations

  • “Now is the time to tackle estate planning,” Crain’s Cleveland Business, “Estate Planning” section (November 2014)

Contact This Firm

Schneider Smeltz Spieth Bell LLP

1375 East 9th Street
Suite 900
Cleveland, OH 44114
United States

Law Firm Contact: James D. Vail

Tel: 216.696.4200

Fax: 216.696.7303

Email: jvail@sssb-law.com

Website: www.sssb-law.com

Member Since: 2005

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