M. Elizabeth Monihan

M. Elizabeth Monihan

Partner

216.696.4200 x1017
memonihan@sssb-law.com


Biography

Before joining Schneider Smeltz Spieth Bell LLP as a Partner in March 2016, Lisa Monihan had been a Director and Shareholder of Spieth, Bell, McCurdy & Newell since 1998. She joined that firm in 1995 after ten years with two large law firms. Her 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
    • Estate Planning, Trust and Probate Law Section Council, 2010 - present
  • Cleveland Metropolitan Bar Association
    • Chair, Estate Planning, Probate and Trust Law Section, 2008-2009
  • Ohio Women’s Bar Association

Professional Involvement

  • Fellow, The American College of Trust and Estate Counsel (ACTEC)
  • The Estate Planning Council of Cleveland - President, 1994-1995

Awards & Honors

Martindale-Hubbell 2021

  • Best Lawyers® 2018-present
    • Litigation - Trusts and Estates
    • Tax Law
    • Trusts and Estates

  • 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
  • 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

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

Before joining Schneider Smeltz Spieth Bell LLP as a Partner in March 2016, Lisa Monihan had been a Director and Shareholder of Spieth, Bell, McCurdy & Newell since 1998. She joined that firm in 1995 after ten years with two large law firms. Her 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
    • Estate Planning, Trust and Probate Law Section Council, 2010 - present
  • Cleveland Metropolitan Bar Association
    • Chair, Estate Planning, Probate and Trust Law Section, 2008-2009
  • Ohio Women’s Bar Association

Professional Involvement

  • Fellow, The American College of Trust and Estate Counsel (ACTEC)
  • The Estate Planning Council of Cleveland - President, 1994-1995
M. Elizabeth Monihan
Partner
216.696.4200 x1017
memonihan@sssb-law.com

Awards & Honors

Martindale-Hubbell 2021

  • Best Lawyers® 2018-present
    • Litigation - Trusts and Estates
    • Tax Law
    • Trusts and Estates

  • 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
  • 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