At a Glance
A certified specialist in estate planning, trust and probate law, Patrick concentrates on planning and administration of trusts and estates, taxation, probate matters, probate litigation and business succession planning. His estate planning counsel strives to preserve and protect client assets while minimizing taxes. He assists corporate and individual fiduciaries with guardianship, trust and estate administration. Patrick also prepares fiduciary income, gift and estate tax returns. He is an “Ohio Super Lawyer” (2004, 2005).
Practices/Industries
Litigation
Trust Litigation

Business
Succession Planning

Tax
General Taxation

Financial Services
Trust Litigation

Areas of Concentration
  • Trust and Estate Planning
  • Trust and Estate Administration
  • Probate and Probate Litigation
  • Taxation
  • Business Succession Planning
Education
The Ohio State University (B.A., 1988)

Cleveland-Marshall College of Law (J.D., cum laude, 1994)

Case Western Reserve University (L.L.M., Taxation, 2001)
Representative Experience
  • Provides estate planning advice designed to preserve and protect the client's assets while minimizing the income, gift, estate and generation skipping transfer taxes associated with the lifetime and/or testamentary transfer of wealth.
  • Assists both corporate and individual fiduciaries in connection with all aspects of guardianship, trust and estate administration.
  • Prepares fiduciary income, gift and estate tax returns.
  • Provides tax and legal advice in connection with business succession planning.
Certifications
Certified Specialist in Estate Planning, Trust and Probate Law by the Ohio State Bar Association
Honors & Distinctions
Named an "Ohio Super Lawyer" in a survey of Ohio lawyers by Law & Politics and Cincinnati magazines (January 2004; January 2005; January 2006)
Publications & Presentations
Publications
"Planning Charitable Giving That Will Grow For Mutual Benefit," Cleveland Bar Journal, Vol. 70, No. 4 (March 1999)
Professional Affiliations
American Bar Association (Real Property, Probate and Trust Law Section)

Ohio State Bar Association (Probate and Trust Section)

Cleveland Metropolitan Bar Association (Estate Planning, Probate and Trust Section)

Lake County Bar Association (Probate and Real Estate Committee)

Estate Planning Council of Cleveland, Ohio
Admissions
State of Ohio