M. Elizabeth Monihan

M. Elizabeth Monihan

Partner

216.696.4200 x1017
memonihan@sssb-law.com


Biography

Lisa Monihan's 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.

Licensed to Practice

Ohio

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 Council, 2010-present, Chair 2021-2023
  • Cleveland Metropolitan Bar Association
    • Chair, Estate Planning, Probate and Trust Law Section, 2008-2009
  • Ohio Women’s Bar Association
  • Fellow, The American College of Trust and Estate Counsel (ACTEC); State Laws Committee, Technology in the Practice Committee
  • The Estate Planning Council of Cleveland-President, 1994-1995
  • Probate Law Journal of Ohio, Editorial Advisory Board, 2015-current

Awards & Honors

  • Martindale-Hubbell® AV Preeminent®

Martindale-Hubbell 2021

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

  • Accredited Estate Planner®
  • Chambers High Net Worth 2018-present

Chambers High Net Worth badge for Elizabeth Monihan.

  • 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-present
  • 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

  • Ohio Enacts a Legal Malpractice Statute of Repose, Probate Law Journal, June 2021
  • The Inside Scoop on Choosing an Estate Planning Lawyer, Crain's Cleveland Business, Estate Planning 2020, November
  • 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, January 2017
  • Modern Estate Planning: Digital Assets, Electronic Wills, and More, Cleveland-Marshall Law Alumni Association, March 2017

Areas of Practice

Licensed to Practice

Ohio

Awards & Recognition

M. Elizabeth Monihan
M. Elizabeth Monihan
Partner
216.696.4200 x1017
memonihan@sssb-law.com

Biography

Lisa Monihan's 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.

Licensed to Practice

Ohio

Areas of Practice

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

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 Council, 2010-present, Chair 2021-2023
  • Cleveland Metropolitan Bar Association
    • Chair, Estate Planning, Probate and Trust Law Section, 2008-2009
  • Ohio Women’s Bar Association
  • Fellow, The American College of Trust and Estate Counsel (ACTEC); State Laws Committee, Technology in the Practice Committee
  • The Estate Planning Council of Cleveland-President, 1994-1995
  • Probate Law Journal of Ohio, Editorial Advisory Board, 2015-current
M. Elizabeth Monihan
Partner
216.696.4200 x1017
memonihan@sssb-law.com

Awards & Honors

  • Martindale-Hubbell® AV Preeminent®

Martindale-Hubbell 2021

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

  • Accredited Estate Planner®
  • Chambers High Net Worth 2018-present

Chambers High Net Worth badge for Elizabeth Monihan.

  • 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-present
  • 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

  • Ohio Enacts a Legal Malpractice Statute of Repose, Probate Law Journal, June 2021
  • The Inside Scoop on Choosing an Estate Planning Lawyer, Crain's Cleveland Business, Estate Planning 2020, November
  • 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, January 2017
  • Modern Estate Planning: Digital Assets, Electronic Wills, and More, Cleveland-Marshall Law Alumni Association, March 2017