Mary Elizabeth Monihan

Lisa Monihan is a partner  in the law firm of Spieth, Bell, McCurdy & Newell Co., L.P.A., Cleveland, Ohio. Practiced for ten years in the Cleveland offices of two large law firms, Jones, Day, Reavis & Pogue and Squire, Sanders & Dempsey, prior to joining to Spieth, Bell in 1995.

Lisa's practice is focused on planning for high net worth individuals and fiduciaries, including:

·       income, gift, estate and generation-skipping transfer tax planning

·       trust and estate administration

·       retirement planning

·       succession planning for closely-held businesses

·       charitable planning

Author and frequent speaker on estate planning and related topics.  Recent articles and presentations have included:

·      Cleveland Metropolitan Bar Journal, Conflicts of Interest in a Trusts and Estates Practice,  (June 2010

 ·     Ohio State Bar Association Drafting Wills and Trusts Seminar,  Ethical Issues in Estate Planning, February 29, 2008

·      Ohio State Bar Association, Drafting Wills and Trusts Seminar, The Client Interview, presented numerous times, most recently in 2007

·      Ohio State Bar Association CLE Institute, Satellite CLE Seminar, Marital Deduction Basics . . . . and Beyond, February 22, 2001

Professional associations:

·      American College of Trust and Estate Counsel (elected 1998)

·      Cleveland Metropolitan Bar Association (Estate Planning, Probate and Trust Law Section:  Section Chair 2008-2009; Vice-Chair 2007-2008; Secretary 2006-2007; Treasurer 2005-2006; Program Chair 2004-2005)

·      The Estate Planning Council of Cleveland (President 1994-1995, Vice President 1993-1994; Secretary 1992-1993; Treasurer 1991-1992; Program Chair 1990-1991) ; Served as the first female President of the EPC

·      American Bar Association (Section of Taxation; Section of Real Property, Trust and Estate Law; Law Practice Management Section; and General Practice, Solo and Small Firm Division)

·      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

J. D., Cleveland-Marshall College of Law, 1984; B. S. in Economics, John Carroll University, 1979

Community activities include:

·      Catholic Charities Corporation Board of Trustees (2003 – present)

·      The 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)

·      Lawyers Guild of the Catholic Diocese of Cleveland

·      Cleveland Museum of Art Planned Giving Committee

·      Case Western Reserve University, Professional Advisory Group

·      University Hospitals, Diamond Advisory Group

·      Hathaway Brown Parent Association (President-Elect 2012 - 2013)