M. Elizabeth Monihan

M. Elizabeth Monihan

Partner

216.696.4200 x1017
memonihan@sssb-law.com

“Elizabeth Monihan is knowledgeable in the area, but she is also a good counsellor to her clients and develops longstanding relationships… She is very intelligent, has good judgement and is good with people." – Chambers HNW


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
    • Chair, Estate Planning, Probate, and Trust Law Section Council, 2021-2023
  • Cleveland Metropolitan Bar Association
    • Former 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
  • Member, Planning Committee, Marvin R. Pliskin Advanced Probate and Estate Planning Seminar
  • Probate Law Journal of Ohio, Editorial Advisory Board, 2015-current
  • Former President, The Estate Planning Council of Cleveland, 1994-1995

Awards & Honors

  • Martindale-Hubbell® AV Preeminent®

Martindale-Hubbell AV Rated

  • 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
  • Union Club Foundation Board, Secretary 2017–current
  • 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

Articles

  • Summary of Written Testimony before Ohio House of Representatives Civil Justice Committee in opposition to H.B. 339, Probate Law Journal of Ohio, November/December 2021
  • The Inside Scoop on Choosing an Estate Planning Lawyer, Crain’s Cleveland Business-Estate Planning, November 2020
  • Ohio Enacts a Legal Malpractice Statute of Repose, Probate Law Journal of Ohio, May/June 2021
  • Planning for Elderly Clients Below the Exemption Amount, Probate Law Journal of Ohio, July/August 2020
  • Dilemma for Executors and Survivors: Should Cares Act Economic Impact Payments to Decedents be Returned? Probate Law Journal of Ohio, July/August 2020
  • Increase in Value and Number of Vehicles Which May be Selected by Surviving Spouse, Probate Law Journal of Ohio, January/February 2017

Presentations

  • Opposition Testimony on behalf of the Ohio State Bar Association concerning Proposed Electronic Wills Legislation, Ohio House of Representatives Civil Justice Committee, October 12, 2021
  • Making a Difference - The Ohio Legislative Process and Recent Developments for Estates and Trusts, Boy Scout Estate Planning Seminar, September 14, 2021
  • Starting Out: The Initial Client Interview, Fiduciary Responsibilities, Conflicts of Interest and Fees, Ohio State Bar Association, June 7, 2021, June 4, 2020, and July 20, 2019
  • Estate Planning for Clients Below the Exemption Amount, American College of Trust and Estate Counsel Ohio Regional Meeting, Columbus, Ohio, May 4, 2019
  • The Art of Inheritance - Planning for Children of Assisted Reproductive Technology following Enactment of Substitute Senate Bill 232, West Shore Bar Assn., July 20, 2018
  • To Be an "Heir" or Not to Be an Heir" - That is the Question, Ohio State Bar Association, April 2017
  • Assisted Reproductive Technology (Art) and Inheritance Rights, Akron Tax and Estate Planning Council, January 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
    • Chair, Estate Planning, Probate, and Trust Law Section Council, 2021-2023
  • Cleveland Metropolitan Bar Association
    • Former 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
  • Member, Planning Committee, Marvin R. Pliskin Advanced Probate and Estate Planning Seminar
  • Probate Law Journal of Ohio, Editorial Advisory Board, 2015-current
  • Former President, The Estate Planning Council of Cleveland, 1994-1995
M. Elizabeth Monihan
Partner
216.696.4200 x1017
memonihan@sssb-law.com

Awards & Honors

  • Martindale-Hubbell® AV Preeminent®

Martindale-Hubbell AV Rated

  • 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
  • Union Club Foundation Board, Secretary 2017–current
  • 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

Articles

  • Summary of Written Testimony before Ohio House of Representatives Civil Justice Committee in opposition to H.B. 339, Probate Law Journal of Ohio, November/December 2021
  • The Inside Scoop on Choosing an Estate Planning Lawyer, Crain’s Cleveland Business-Estate Planning, November 2020
  • Ohio Enacts a Legal Malpractice Statute of Repose, Probate Law Journal of Ohio, May/June 2021
  • Planning for Elderly Clients Below the Exemption Amount, Probate Law Journal of Ohio, July/August 2020
  • Dilemma for Executors and Survivors: Should Cares Act Economic Impact Payments to Decedents be Returned? Probate Law Journal of Ohio, July/August 2020
  • Increase in Value and Number of Vehicles Which May be Selected by Surviving Spouse, Probate Law Journal of Ohio, January/February 2017

Presentations

  • Opposition Testimony on behalf of the Ohio State Bar Association concerning Proposed Electronic Wills Legislation, Ohio House of Representatives Civil Justice Committee, October 12, 2021
  • Making a Difference - The Ohio Legislative Process and Recent Developments for Estates and Trusts, Boy Scout Estate Planning Seminar, September 14, 2021
  • Starting Out: The Initial Client Interview, Fiduciary Responsibilities, Conflicts of Interest and Fees, Ohio State Bar Association, June 7, 2021, June 4, 2020, and July 20, 2019
  • Estate Planning for Clients Below the Exemption Amount, American College of Trust and Estate Counsel Ohio Regional Meeting, Columbus, Ohio, May 4, 2019
  • The Art of Inheritance - Planning for Children of Assisted Reproductive Technology following Enactment of Substitute Senate Bill 232, West Shore Bar Assn., July 20, 2018
  • To Be an "Heir" or Not to Be an Heir" - That is the Question, Ohio State Bar Association, April 2017
  • Assisted Reproductive Technology (Art) and Inheritance Rights, Akron Tax and Estate Planning Council, January 2017