About M.
Lisa Monihan is a Partner in the Trusts & Estates Practice Group, and she also serves as a practice group co- coordinator. 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.A client once told Lisa that the decision to hire her was made because “[she] 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.
Lisa Monihan is a Partner in the Trusts & Estates Practice Group, and she also serves as a practice group co- coordinator. 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.
A client once told Lisa that the decision to hire her was made because “[she] 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.
Practice Areas
Professional Affiliations
Awards & Recognition
- Lawyer of the Year: Tax Law, Cleveland (2024)
- Lawyer of the Year: Trusts and Estates, Cleveland (2023)
- Recognized: Litigation - Trusts and Estates
- Recognized: Tax Law
- Recognized: Trusts and Estates
- Martindale-Hubbell® AV Preeminent®
- Ranked in Chambers High Net Worth: Private Wealth Law, 2018-present
- Selected to the Ohio Super Lawyers® list: 2006-presentTop 50: Women Ohio Super Lawyers list: 2024-2026Top 25: Women Cleveland Super Lawyers list: 2024
- Top 50: Women Ohio Super Lawyers list: 2024-2026
- Top 25: Women Cleveland Super Lawyers list: 2024
- Crain's 2022 Notables In Law
- Accredited Estate Planner® - National Association of Estate Planners & Councils
- Distinguished Estate Planner; awarded in 2013 by The Estate Planning Council of Cleveland