Trusts & Estates

At Schneider Bell, we stand at the intersection of tradition and innovation, blending over 150 years of trust and estate expertise with forward-thinking strategies.

Our rich history, rooted in Cleveland and Northeast Ohio, reflects the vision of our founders and partners, who laid the groundwork for the modern solutions we offer today. As we look toward the future, we’re committed to helping you secure your legacy for generations to come. By working closely with clients and their other professional advisors, we design personalized estate plans and trusts that achieve long-term goals while maintaining the flexibility to adapt to life’s unexpected changes. Our approach maximizes the value of your estate, ensures tax efficiencies, simplifies administration and preserves wealth for you and your beneficiaries.

Estate Planning & Wealth Transfer

Protecting generational wealth is in our DNA.

One of our founding fathers, John M. Henderson, helped incorporate The Cleveland Trust Company and established its Trust Department, setting the foundation for our century-and-a-half long commitment to safeguarding legacies. Our Trusts and Estates practice continues this tradition, crafting sophisticated strategies that ensure your wealth is preserved and passed seamlessly to future generations while minimizing tax liabilities.

Focus Areas:

Asset Protection Planning

Charitable Planning

Estate, Gift and GST Tax Planning

Income Tax Planning

Multi-Generational Planning

Prenuptial and Postnuptial Agreements

Retirement Distribution Planning

Trust, Estate and Probate Administration

Administering trusts and estates demands precision and timely action.

Our attorneys bring thought leadership and extensive experience to guide fiduciaries, beneficiaries and families through every challenge. With decades of experience tackling complex trust and estate matters, we deliver efficient, expert support across all aspects of administration. From fiduciary counseling to tax preparation, you can be assured that the matter will be managed with personal attention, care and expertise.

Focus Areas:

Counseling Fiduciaries and Beneficiaries

Family Offices and Family Trust Companies

Irrevocable Trust Modifications

Private Foundations

Tax Return Preparation

Why Choose Us?

The Trusts & Estates team at Schneider Bell has a rich history in designing personalized estate plans and trusts that achieve long-term goals while maintaining the flexibility to adapt to unexpected changes. Our highly skilled attorneys listen to your unique needs in developing customized comprehensive solutions that are right for you.

Are you ready for a plan that protects all your hard work? Contact our legal team today. 

Contact Us Today