Estate Planning, Probate & Trust Law

About the Estate Planning Section

The Estate Planning, Probate & Trust Law Section provides regular networking and educational opportunities for attorneys and industry professionals

Important Updates from the Probate Working Group, a part of the CMBA Bench-Bar COVID-19 Task Force
Probate Court Service Order - May 14, 2020
Probate Court Update - Court News April 16, 2020


Bar Journal

Section members provide articles for the June and December issues of the CMBA Bar Journal.

CLE Programs

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.

Our Estate Planning Institute is now in its 45th year!  This full-day CLE attracts attorneys and other estate planning, probate and trust professionals from across Ohio with cutting-edge, late-breaking topics, and top-flight local and regional speakers.  The 2018 Institute will be held on Friday, October 26.

We also offer the popular Hot Topics for Estate Planners CLE, held annually on the third Tuesday of June. 

Monthly Lunches

Monthly lunch meetings, with one hour CLE, are held on the third Tuesday of the month, September through May.  Join us!

Pro Bono & Community Service

We participate in Brief Advice Clinics with The Legal Aid Society of Cleveland.  Notice of volunteer opportunities is sent by email.

Did you know you can see your fellow section members through your account access?  Simply sign in and head to the "Current Participation" tab and click on your section. You'll then have access to fellow section members' public profiles.







Maryann Fremion Thomas


 Paul R. Shugar


 Chad Makuch


Jaclyn Vary

Allison McMeechan



Vice Chair 




Treasurer/Speaker Chair 

Immediate Past Chair

  Oak Tree Holdings Inc.
  Reminger Co., LPA

Reminger Co., LPA

Executive Council

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

Helpful Links

Internal Revenue Service -

Ohio Department of Taxation -

Probate Court of Cuyahoga County, Ohio -

National Association of Estate Planners & Councils -

Northern Ohio Planned Giving Council -

The Estate Planning Council of Cleveland -

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.