Estate Planning, Probate & Trust Law Section

The Estate Planning, Probate & Trust Law Section of the Cleveland Metropolitan Bar Association provides regular opportunities for estate planning, probate and trust law attorneys to network with each other and to receive continuing education on topics which are both pertinent and practical to the estate and trust practice. We sponsor informative, innovative CLE programs and luncheon meetings on important topics, providing a convenient venue for our members to obtain continuing legal education and information on current developments.

Each of our monthly luncheon meetings provides our members with the opportunity to earn up to 1.0 hour of CLE credit. Annually each October, we host the renowned Estate Planning Institute, which is a full-day CLE seminar attracting attorneys and other estate planning, probate and trust professionals from all over Ohio with cutting-edge, late-breaking topics and top-flight local and regional speakers. Additionally, we provide an annual "Hot Topics" half-day CLE seminar in June, and participate in the Cleveland Metropolitan Bar Association's practice and procedure clinics on topics germane to our Section.

We also provide other valuable services, including our regular contribution of articles to the Cleveland Metropolitan Bar Journal, public service and pro bono activities, an up-to-date interactive web page, and opportunities to socialize and network with our diverse group of attorneys.

Please contact any of our Section leaders if you are interested in joining the section. 

 Stein 

 

 Snodgrass 

 

Malemud 

   Fischer 

Kimberly E. Stein 

 

Cristin R. Snodgrass 

 

Franklin C. Malemud

 

 Julie A. Fischer

 Chair 

Spieth, Bell, McCurdy & Newell Co., LPA 

 

Vice-Chair

KeyBank National Association 

 

Secretary

Reminger Co., L.P.A. 

 

Treasurer

 Mansour, Gavin, Gerlack & Manos Co., LPA  

 

 

 

Charles F. Adler           J. Paul Fidler           Peter A. Igel           Lisa Roberts-Mamone
 Nicole K. Bornhorst           Arthur E. Gibbs III           Brian J. Jereb           Christine Santoni
Caprice H. Bragg           Ellen E. Halfon           Roy A. Krall           Jennifer A. Savage
Sandra J. Brantley           Lawrence H. Hatch           David M. Lenz           Cristin R. Snodgrass
Robert M. Brucken           J. Paul Fidler           Erica E. McGregor           James Spallino, Jr.
Robert C. Burkhart           Ellen E. Halfon           Ellen K. Meehan           Kimberly E. Stein
William J. Culbertson           Lawrence H. Hatch           Joseph M. Mentrek           Patrick J. Tulley
Cheryl D'Amico           Ralph P. Higgins, Jr.           Ginger F. Mlakar            Erica K. Williams
            Jean M. Hillman                        

 

 

Monthly meetings with CLE credit are scheduled for the third Tuesday of every month at the CMBA offices.

Click here to view our events calendar.

Internal Revenue Service - www.irs.gov

Ohio Department of Taxation - www.tax.ohio.gov

Probate Court of Cuyahoga County, Ohio - http://probate.cuyahogacounty.us

National Association of Estate Planners & Councils - www.naepc.org

Northern Ohio Planned Giving Council - www.nopgc.org

The Estate Planning Council of Cleveland - www.epccleveland.org
The Estate Planning Council of Cleveland is an association of credentialed estate planners focused on establishing and monitoring the highest professional and educational standards. The Council supports the multi-disciplinary approach to estate planning by admitting attorneys, trust officers, life insurance professionals, financial planners, planned giving professionals and accountants to membership.