M. Elizabeth Monihan

M. Elizabeth Monihan

Partner

216.696.4200
memonihan@sssb-law.com


Areas of Practice

Licensed to Practice

Ohio

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.

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
  • Ohio Women’s Bar Association
  • Cleveland Metropolitan Bar Association
    • Chair, Estate Planning, Probate and Trust Law Section, 2008-2009

 

Professional Involvement

  • American College of Trust and Estate Counsel - Fellow, elected 1998
  • The Estate Planning Council of Cleveland - President, 1994-1995

Awards & Honors

  • Accredited Estate Planner®
  • Martindale-Hubbell AV® Preeminent™
  • Ohio Super Lawyer® 2006-2016
  • 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

Awards & Recognition

ACTEC Martindale-Hubbil Best Lawyers Primerus Super Lawyers