David M. Lenz

David M. Lenz

Managing Partner

216.696.4200 x1145
dlenz@sssb-law.com


Biography

David Lenz joined the firm in 2006, became a Partner in 2013, and was elected to serve as Managing Partner in 2020. His practice focuses primarily on planning for and administering wealth transfer for individuals and families, in addition to counseling charitable organizations.

David considers each client’s unique estate planning needs, creating comprehensive plans, and helping families communicate their goals and purpose to the next generation. This often includes complex charitable, retirement, and tax planning strategies, as well as oft-overlooked items such as digital assets and pets. Further, David also counsels charitable institutions to help them have a greater impact in the community. This can encompass applying for tax-exempt status for start-up nonprofit organizations, planned giving consultation for established public charities, and governance and compliance management for private family foundations.

David translates his expertise into leadership within the legal community. He is certified by the Ohio State Bar Association (OSBA) as a specialist in Estate Planning, Trust, and Probate Law and was a part of the OSBA subcommittee that helped create Ohio’s law on executors’ access to decedents’ digital assets in 2017. Additionally, he has volunteered with the Cleveland Metropolitan Bar Association (CMBA) as the chair of multiple groups. He is a frequent speaker and author on charitable planning and on estate planning with digital assets.

David has also led in various roles in his faith community, having served as President of Advent Lutheran Church in Mentor and spent nine years on the regional Synod Council for the Evangelical Lutheran Church in America (ELCA). He is now serving a six-year term on the ELCA’s national Church Council.

David lives in Mayfield Village with his wife and daughters, and he can often be found distance running on the trails of North Chagrin Reservation and Mayfield.

Licensed to Practice

Ohio

Education

  • Michael E. Moritz College of Law, The Ohio State University, 2006, J.D.
    • magna cum laude, Order of the Coif
    • Ohio State Law Journal - Managing Editor
  • The Ohio State University, 2003, B.S. Economics and B.A. Political Science, summa cum laude, distinction in Political Science, honors in Liberal Arts

Admissions & Associations

  • State of Ohio
  • Member, American Bar Association
    • Real Property, Probate & Trust Law Section
  • Member, Ohio State Bar Association
    • Estate Planning, Trust & Probate Law Section
  • Member, Cleveland Metropolitan Bar Association (CMBA)
    • Estate Planning, Probate and Trust Law Section
  • Member, Estate Planning Council of Cleveland
  • Member, Purposeful Planning Institute

Professional Involvement

  • Past Team Captain, 3Rs Program, CMBA
  • Past Chair, 3Rs Oversight Committee, CMBA
  • Past Chair, Estate Planning Institute, CMBA
  • Past Chair, Estate Planning, Probate & Trust Law, CMBA

Awards & Honors

  • OSBA Certified Specialist, Estate Planning, Trust and Probate Law

Ohio State Bar Association Certified Specialist badge

  • Recognized in The Best Lawyers in America© 2018-present for work in:
    • Trusts and Estates
    • Litigation - Trusts and Estates

  • 2018 Estate Planning Council of Cleveland Exceptional Service Award
  • Ohio Super Lawyers® 2022
  • Ohio Super Lawyers® Rising Stars 2014-2021

David M. Lenz, Rated by Super Lawyers

Community Activities

  • Class of 2018, OSBA Leadership Academy
  • Board Member, Daily Dose of Reading
  • Planned Giving Advisory Council, Hospice of the Western Reserve
  • National Church Council, Evangelical Lutheran Church in America
  • Past Secretary, NE Ohio Synod Council, Evangelical Lutheran Church in America
  • Past President and Service Outreach Team Chair, Advent Lutheran Church, Mentor, Ohio

Recent Articles & Presentations

Articles

  • Multiple Bites at the Apple? Interpreting Fiduciaries’ Authority to Access Digital Assets Under RUFADAA, Probate Law Journal of Ohio, September/October 2019
  • The Philanthropic Conversation in 2019 - More than Just Tax Talk, Probate Law Journal of Ohio, January/February 2019
  • Is the Cloud Finally Lifting? Planning for Digital Assets, Probate Law Journal of Ohio, January/February 2016

Presentations

  • Legal Update – Changes, Developments and Trends for the Development Professional, Northern Ohio Charitable Gift Planners, Planned Giving Day September 2021
  • Advisory Professionals in the New Normal, Estate Planning Council of Cleveland, September 2020
  • Planning under the CARES and SECURE Acts, Iowa State University Foundation, Ames IA, August 2020
  • Is the Cloud Finally Lifting? Recent Developments in Planning for and Administering Digital Assets, NAIFA Cleveland, February 2020
  • The Philanthropic Conversation in 2019, Northern Ohio Charitable Gift Planners, May 2019
  • Digital Assets and Electronic Wills, Purposeful Planning Institute Fusion Collaboration, Denver, CO July 2018
  • Estate Planning & Digital Assets, OSBA Law You Can Use, May 2018
  • Tax Changes and Planning Opportunities as a Result of the Tax Cuts & Jobs Act of 2017, Key Private Bank Estate Planning Seminar, May 2018
  • Digital Assets and Electronic Wills: Tomorrow’s Estate Planning Is Here Today, The Estate Planning Council of Cleveland East Side and West Side breakfast meetings, October 2017 and January 2018
  • Modern Estate Planning: Digital Assets, Electronic Wills, and More, Cleveland-Marshall Law Alumni Association, March 2017
  • Is the Cloud Finally Lifting? Planning for Digital Assets, presentations:
    • Iowa State University Foundation, Ames, IA August 2020
    • AICPA Engage+ National webinar August 2020
    • National Trust Closely Held Business Association, Sept. 2018
  • Afterlife on the Cloud: Creating a Heavenly Plan for Digital Assets:
    • Estate Planning Council (EPC) of Cleveland and EPC of Akron
    • Lorain County Bar Association Estate Planning Institute
    • American Law Institute, Estate Planning In Depth, Madison, WI
    • Ohio Association of Magistrates, Spring Conference
    • OSBA Marvin R. Pliskin Advanced Probate & Estate Planning SEM

Areas of Practice

Licensed to Practice

Ohio

Awards & Recognition

David M. Lenz
David M. Lenz
Managing Partner
216.696.4200 x1145
dlenz@sssb-law.com

Biography

David Lenz joined the firm in 2006, became a Partner in 2013, and was elected to serve as Managing Partner in 2020. His practice focuses primarily on planning for and administering wealth transfer for individuals and families, in addition to counseling charitable organizations.

David considers each client’s unique estate planning needs, creating comprehensive plans, and helping families communicate their goals and purpose to the next generation. This often includes complex charitable, retirement, and tax planning strategies, as well as oft-overlooked items such as digital assets and pets. Further, David also counsels charitable institutions to help them have a greater impact in the community. This can encompass applying for tax-exempt status for start-up nonprofit organizations, planned giving consultation for established public charities, and governance and compliance management for private family foundations.

David translates his expertise into leadership within the legal community. He is certified by the Ohio State Bar Association (OSBA) as a specialist in Estate Planning, Trust, and Probate Law and was a part of the OSBA subcommittee that helped create Ohio’s law on executors’ access to decedents’ digital assets in 2017. Additionally, he has volunteered with the Cleveland Metropolitan Bar Association (CMBA) as the chair of multiple groups. He is a frequent speaker and author on charitable planning and on estate planning with digital assets.

David has also led in various roles in his faith community, having served as President of Advent Lutheran Church in Mentor and spent nine years on the regional Synod Council for the Evangelical Lutheran Church in America (ELCA). He is now serving a six-year term on the ELCA’s national Church Council.

David lives in Mayfield Village with his wife and daughters, and he can often be found distance running on the trails of North Chagrin Reservation and Mayfield.

Licensed to Practice

Ohio

Areas of Practice

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

Education

  • Michael E. Moritz College of Law, The Ohio State University, 2006, J.D.
    • magna cum laude, Order of the Coif
    • Ohio State Law Journal - Managing Editor
  • The Ohio State University, 2003, B.S. Economics and B.A. Political Science, summa cum laude, distinction in Political Science, honors in Liberal Arts

Admissions & Associations

  • State of Ohio
  • Member, American Bar Association
    • Real Property, Probate & Trust Law Section
  • Member, Ohio State Bar Association
    • Estate Planning, Trust & Probate Law Section
  • Member, Cleveland Metropolitan Bar Association (CMBA)
    • Estate Planning, Probate and Trust Law Section
  • Member, Estate Planning Council of Cleveland
  • Member, Purposeful Planning Institute

Professional Involvement

  • Past Team Captain, 3Rs Program, CMBA
  • Past Chair, 3Rs Oversight Committee, CMBA
  • Past Chair, Estate Planning Institute, CMBA
  • Past Chair, Estate Planning, Probate & Trust Law, CMBA
David M. Lenz
Managing Partner
216.696.4200 x1145
dlenz@sssb-law.com

Awards & Honors

  • OSBA Certified Specialist, Estate Planning, Trust and Probate Law

Ohio State Bar Association Certified Specialist badge

  • Recognized in The Best Lawyers in America© 2018-present for work in:
    • Trusts and Estates
    • Litigation - Trusts and Estates

  • 2018 Estate Planning Council of Cleveland Exceptional Service Award
  • Ohio Super Lawyers® 2022
  • Ohio Super Lawyers® Rising Stars 2014-2021

David M. Lenz, Rated by Super Lawyers

Community Activities

  • Class of 2018, OSBA Leadership Academy
  • Board Member, Daily Dose of Reading
  • Planned Giving Advisory Council, Hospice of the Western Reserve
  • National Church Council, Evangelical Lutheran Church in America
  • Past Secretary, NE Ohio Synod Council, Evangelical Lutheran Church in America
  • Past President and Service Outreach Team Chair, Advent Lutheran Church, Mentor, Ohio

Recent Articles & Presentations

Articles

  • Multiple Bites at the Apple? Interpreting Fiduciaries’ Authority to Access Digital Assets Under RUFADAA, Probate Law Journal of Ohio, September/October 2019
  • The Philanthropic Conversation in 2019 - More than Just Tax Talk, Probate Law Journal of Ohio, January/February 2019
  • Is the Cloud Finally Lifting? Planning for Digital Assets, Probate Law Journal of Ohio, January/February 2016

Presentations

  • Legal Update – Changes, Developments and Trends for the Development Professional, Northern Ohio Charitable Gift Planners, Planned Giving Day September 2021
  • Advisory Professionals in the New Normal, Estate Planning Council of Cleveland, September 2020
  • Planning under the CARES and SECURE Acts, Iowa State University Foundation, Ames IA, August 2020
  • Is the Cloud Finally Lifting? Recent Developments in Planning for and Administering Digital Assets, NAIFA Cleveland, February 2020
  • The Philanthropic Conversation in 2019, Northern Ohio Charitable Gift Planners, May 2019
  • Digital Assets and Electronic Wills, Purposeful Planning Institute Fusion Collaboration, Denver, CO July 2018
  • Estate Planning & Digital Assets, OSBA Law You Can Use, May 2018
  • Tax Changes and Planning Opportunities as a Result of the Tax Cuts & Jobs Act of 2017, Key Private Bank Estate Planning Seminar, May 2018
  • Digital Assets and Electronic Wills: Tomorrow’s Estate Planning Is Here Today, The Estate Planning Council of Cleveland East Side and West Side breakfast meetings, October 2017 and January 2018
  • Modern Estate Planning: Digital Assets, Electronic Wills, and More, Cleveland-Marshall Law Alumni Association, March 2017
  • Is the Cloud Finally Lifting? Planning for Digital Assets, presentations:
    • Iowa State University Foundation, Ames, IA August 2020
    • AICPA Engage+ National webinar August 2020
    • National Trust Closely Held Business Association, Sept. 2018
  • Afterlife on the Cloud: Creating a Heavenly Plan for Digital Assets:
    • Estate Planning Council (EPC) of Cleveland and EPC of Akron
    • Lorain County Bar Association Estate Planning Institute
    • American Law Institute, Estate Planning In Depth, Madison, WI
    • Ohio Association of Magistrates, Spring Conference
    • OSBA Marvin R. Pliskin Advanced Probate & Estate Planning SEM