International Society of Primerus Law Firms
M. Elizabeth Monihan
Practice Areas:

Cleveland Attorney
M. Elizabeth Monihan

Phone: 216.696.4200

Email: memonihan@sssb-law.com

Languages: English

Before joining Schneider Smeltz Spieth Bell LLP as a Partner in March 2016, Lisa Monihan had been a Director and Shareholder of Spieth, Bell, McCurdy & Newell since 1998. She joined that firm in 1995 after ten years with two large law firms. 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.

Lisa was once told by a new client that the decision to hire her was made because “you 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.

Practice Areas

  • Estate Planning
  • Probate and Estate Administration
  • Trusts and Trust Administration
  • Fiduciary Representation
  • Tax Law and Planning
  • Charitable Planning and Giving

Education

  • Cleveland-Marshall College of Law, 1984, J.D.
  • John Carroll University, 1979, B.S. in Economics

Admissions & Associations

  • State of Ohio
  • U.S. District Court, Northern District of Ohio
  • U.S. Tax Court
  • U.S. Supreme Court
  • American Bar Association
  • 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
  • Cleveland Metropolitan Bar Association
    – Chair, Estate Planning, Probate and Trust Law Section, 2008-2009

Professional Involvement

  • American College of Trust and Estate Counsel – Fellow, elected 1998
  • The Estate Planning Council of Cleveland – President, 1994-1995

Awards & Honors

  • Best Lawyers® 2018
  • Accredited Estate Planner®
  • Martindale-Hubbell AV® Preeminent™
  • Ohio Super Lawyers® (2006 – present)
  • Certified as an Accredited Estate Planner® by the National Association of Estate Planners & Councils
  • Distinguished Estate Planner, awarded in 2013 by The Estate Planning Council of Cleveland

Community Activities

  • Cleveland Council on World Affairs, Development Committee, 2016
  • Catholic Charities Corporation Board of Trustees, 2003 – 2014
  • 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
  • Cleveland Museum of Art Planned Giving Committee
  • Lawyers Guild of the Catholic Diocese of Cleveland
  • Hathaway Brown Parent Association – President 2013-2014
  • University Hospitals, Diamond Advisory Group
  • Case Western Reserve University, Professional Advisory Group

Recent Articles & Presentations

  • To Be an “Heir” or Not to Be an “Heir” ~ That is the Question, The Ohio State Bar Association (April 2017)
  • Increase in Value and Number of Vehicles Which May be Selected by Surviving Spouse, Probate Law Journal of Ohio (Jan/Feb 2017)
  • Assisted Reproductive Technology (ART) and Inheritance Rights, Akron Tax and Estate Planning Council (Jan 2017)
  • Modern Estate Planing: Digital Assets, Electronic Wills, and More, Cleveland-Marshall Law Alumni Association (March 2017)

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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