Charles F. Adler

Charles F. Adler

Partner

216.696.4200 x1121
cadler@sssb-law.com


Biography

Chuck Adler joined the firm in 1993 and became Partner in 1995. Chuck has a special interest in planning for individuals, families and closely-held businesses. Chuck counsels individuals and families on complex estate, charitable, financial and retirement planning matters; on estate, gift and generation-skipping taxes; and on the organization and operation of private foundations. He also counsels owners of closely-held and family businesses on succession planning.

Before joining the firm, Chuck was an associate attorney with Thompson Hine and Flory, and a senior accountant with Price Waterhouse. Chuck is a Fellow of the American College of Trust and Estate Counsel and is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law. He is a member of the Estate Planning Council of Cleveland (Former Trustee). Chuck is also a Certified Public Accountant (Ohio, inactive). He is admitted to practice law in both Ohio and Florida.

Chuck is on the Board of Regents of St. Ignatius High School. He is also a past president of the Cleveland Chapter of the Society of Financial Service Professionals. Chuck served as a Trustee of the Alzheimer’s Association and Catholic Charities. He serves as Trustee of the Frederick W. and Janet P. Dorn Foundation.

Licensed to Practice

Ohio,Florida

Education

  • Cleveland-Marshall College of Law, 1983, J.D.
  • Miami University, 1979, Accountancy

Admissions & Associations

  • State of Ohio
  • State of Florida
  • Member, Ohio State Bar Association
  • Member, Cleveland Metropolitan Bar Association
  • Member, Estate Planning Council of Cleveland
  • Ohio Certified Public Accountant (inactive)

 

Professional Involvement

  • Fellow, The American College of Trust and Estate Counsel (ACTEC)

Awards & Honors

Martindale-Hubble 2021

  • Best Lawyers® 2013-present
    • Litigation - Trusts and Estates
    • Tax Law
    • Trusts and Estates

  • Best Lawyers® Lawyer of The Year 2019
    • Litigation - Trusts and Estates

Community Activities

  • Board of Regents, St. Ignatius High School
  • Past President, Cleveland-Akron Chapter of the Society of FSP
  • Cleveland Catholic Foundation, Estate Planning Board
  • Trustee, Frederick W. and Janet P. Dorn Foundation
  • Former Trustee, Alzheimer's Association
  • Case Western University, Estate Planning Advisory Council
  • Cleveland State University, Estate Planning Advisory Council
  • American Red Cross, Cleveland Chapter, Estate Planning Advisory Council
  • Cleveland Museum of Art, Planned Giving Council
  • Cleveland Hearing & Speech Center, Estate Planning Advisory Council
  • Executive Committee and Trustee, Cleveland-Marshall College of Law Alumni Association

Recent Articles & Presentations

  • Donor-Advised Funds Gain Popularity, 2018
  • There's No Place Like Home...Ohio Becomes One of the Nation's Top Destinations for Asset Protection Planning, March 2013
  • Rules of Engagement: Ethical Challenges for Estate Planners, 22 Probate Law Journal of Ohio 187, March/April 2012

Areas of Practice

Licensed to Practice

Ohio,Florida

Awards & Recognition

Charles F. Adler
Charles F. Adler
Partner
216.696.4200 x1121
cadler@sssb-law.com

Biography

Chuck Adler joined the firm in 1993 and became Partner in 1995. Chuck has a special interest in planning for individuals, families and closely-held businesses. Chuck counsels individuals and families on complex estate, charitable, financial and retirement planning matters; on estate, gift and generation-skipping taxes; and on the organization and operation of private foundations. He also counsels owners of closely-held and family businesses on succession planning.

Before joining the firm, Chuck was an associate attorney with Thompson Hine and Flory, and a senior accountant with Price Waterhouse. Chuck is a Fellow of the American College of Trust and Estate Counsel and is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law. He is a member of the Estate Planning Council of Cleveland (Former Trustee). Chuck is also a Certified Public Accountant (Ohio, inactive). He is admitted to practice law in both Ohio and Florida.

Chuck is on the Board of Regents of St. Ignatius High School. He is also a past president of the Cleveland Chapter of the Society of Financial Service Professionals. Chuck served as a Trustee of the Alzheimer’s Association and Catholic Charities. He serves as Trustee of the Frederick W. and Janet P. Dorn Foundation.

Licensed to Practice

Ohio,Florida

Areas of Practice

  • Business Law
  • Asset Protection Planning
  • Business Succession Planning
  • Business Tax
  • Charitable Planning
  • Estate Planning
  • Family Foundations
  • Fiduciary Representation
  • Gift, Estate, and GST Tax Planning
  • Income Tax Planning
  • Nonprofit Organizations
  • Prenuptial Agreements
  • Probate and Estate Administration
  • Retirement Distribution Planning
  • Taxation
  • Trusts & Estates
  • Trusts and Trust Administration
  • Trust, Estate, and Probate Litigation

Education

  • Cleveland-Marshall College of Law, 1983, J.D.
  • Miami University, 1979, Accountancy

Admissions & Associations

  • State of Ohio
  • State of Florida
  • Member, Ohio State Bar Association
  • Member, Cleveland Metropolitan Bar Association
  • Member, Estate Planning Council of Cleveland
  • Ohio Certified Public Accountant (inactive)

 

Professional Involvement

  • Fellow, The American College of Trust and Estate Counsel (ACTEC)
Charles F. Adler
Partner
216.696.4200 x1121
cadler@sssb-law.com

Awards & Honors

Martindale-Hubble 2021

  • Best Lawyers® 2013-present
    • Litigation - Trusts and Estates
    • Tax Law
    • Trusts and Estates

  • Best Lawyers® Lawyer of The Year 2019
    • Litigation - Trusts and Estates

Community Activities

  • Board of Regents, St. Ignatius High School
  • Past President, Cleveland-Akron Chapter of the Society of FSP
  • Cleveland Catholic Foundation, Estate Planning Board
  • Trustee, Frederick W. and Janet P. Dorn Foundation
  • Former Trustee, Alzheimer's Association
  • Case Western University, Estate Planning Advisory Council
  • Cleveland State University, Estate Planning Advisory Council
  • American Red Cross, Cleveland Chapter, Estate Planning Advisory Council
  • Cleveland Museum of Art, Planned Giving Council
  • Cleveland Hearing & Speech Center, Estate Planning Advisory Council
  • Executive Committee and Trustee, Cleveland-Marshall College of Law Alumni Association

Recent Articles & Presentations

  • Donor-Advised Funds Gain Popularity, 2018
  • There's No Place Like Home...Ohio Becomes One of the Nation's Top Destinations for Asset Protection Planning, March 2013
  • Rules of Engagement: Ethical Challenges for Estate Planners, 22 Probate Law Journal of Ohio 187, March/April 2012