James A. Goldsmith
Partner
At a Glance
Chair of the Trusts & Estates Group, Jim’s clients benefit from his more than 25 years of experience in all aspects of trust and estate planning and administration and succession planning. His expertise also includes taxation, employee benefits and corporate law. When developing tax-planning strategies for clients, he strives to reduce, defer or eliminate the imposition of federal and/or state transfer taxes in connection with achieving estate-planning goals. He was named to Best Lawyers in America, Trusts and Estates (2001-2008).
Practices/Industries
Litigation
Trust Litigation

Business
Succession Planning

Tax
General Taxation

Areas of Concentration
  • Trust and Estate Planning
  • Trust and Estate Administration
  • Succession Planning
  • Trust Litigation
  • Taxation
  • Employee Benefits
  • Corporate Law
Education
University of Denver (B.S.B.A., Management, 1977)

Case Western Reserve University (J.D., 1980)
Representative Experience
  • Has over 25 years of experience in handling all aspects of trust and estate planning and administration.
  • Counsels individuals and families in structuring various methods of achieving financial goals and the distribution of wealth.
  • Designs and implements various estate planning arrangements for clients utilizing revocable and irrevocable trusts, family partnerships and limited liability companies.
  • Develops tax planning strategies to reduce, defer or eliminate the imposition of federal and/or state transfer taxes.
  • Consults with business owners to structure and implement business succession plans.
Honors & Distinctions

AV Rated - Martindale-Hubbell

Named to Best Lawyers in America, Trusts and Estates, Woodward/White (2001-2008)

Named an "Ohio Super Lawyer" in a survey of Ohio lawyers by Law & Politics and Cincinnati magazines (January 2004-2008)

Selected as a "Leading Lawyer" in Northeast Ohio in a survey of lawyers by Inside Business magazine (December 2001-2008)

Named a "Top Lawyer" by Northern Ohio Live magazine (August 2003)

Publications & Presentations

Frequent speaker at professional seminars: Cleveland Bar Association Estate Planning Institute; Akron Bar Association Probate Law Seminar; and the Internal Revenue Service Cleveland District Directors' Conference on Federal Wealth Transfer Taxation

Professional Affiliations

American Bar Association (Taxation, Real Property, Probate and Trust Law and Entertainment and Sports Law Sections)

Ohio State Bar Association (Estate Planning and Probate Law Section)

Florida Bar Association (Estate Planning and Probate Law Section)

Cleveland Metropolitan Bar Association

American College of Trust and Estate Counsel Fellow

Estate Planning Council of Cleveland

Cleveland Society of Estate Analysts

Community Involvement
Shaker Schools Foundation (Former Trustee)

Cleveland Chapter of the American Technion Society (Current Board Member and Former Co-Chair)

Shaker Historical Society (Board Member)

Oakwood Club (Former Board Member and Officer)

Suburban Temple (Former Board Member and President)

Shaker Youth Hockey Association (Former Board Member and President)

Menorah Park (Former Board Member)

Planned Lifetime Assistance Network of Northeast Ohio (PLAN) (Board Member)
Admissions
State of Ohio
State of Florida
U.S. District Court, Northern District of Ohio