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JAMES S. AUSSEM, a partner with Cavitch Familo & Durkin Co., LPA, focuses his practice primarily in succession planning, business and estates and trusts. His extensive background includes helping closely-held businesses with mergers, acquisitions and dispositions, as well as complex tax issues. Mr. Aussem is a sought-after speaker, facilitator and instructor for many professional organizations on topics such as business succession, estate planning, insurance, trusts and estates. He has spoken at the Cleveland Estate Planning Institute, the AICPA Advanced Planning Institute, the Cleveland Tax Institute, the Ohio Accounting Show, the Ohio State Bar Association, the Federal Bar Association and the Northern Ohio Planned Giving Day. Active in many civic and professional organizations, Mr. Aussem is a director of the Cleveland Society of Financial Service Professionals, serving as its president for the year 2010-2011, and serves on the Planned Giving Committees of the Cleveland Museum of Art, the American Cancer Society and Baldwin-Wallace College, which in 2004 presented him with its Distinguished Alumni Award. He also is a member of the American, Ohio State, and Cleveland Metropolitan bar associations and the Estate Planning Council of Cleveland. Mr. Aussem was listed as an Ohio Super Lawyer in 2005 and 2006, and was chosen as One of America's Best Lawyers for 2010 and 2011. He earned his B.A. degree from Baldwin-Wallace College and his J.D. degree from Cleveland-Marshall College of Law, Cleveland State University. J. PAUL FIDLER is a partner with the Cleveland law firm of Schneider, Smeltz, Ranney & LaFond P.L.L. His practice emphasizes estate planning and administration, trust administration, income taxation of estates, trusts and individuals, planning for charitable gifts and foundations, and business succession planning. Mr. Fidler is a member of the Cleveland Estate Planning Council. He has lectured on estate planning topics to business and legal professionals. Mr. Fidler is a member of the Estate Planning, Trust and Probate Section of the Ohio State Bar Association. He also is a member of the Real Property, Probate and Trust Section of the American Bar Association. Mr. Fidler earned his B.S. degree from Pennsylvania State University and his J.D. degree from The Ohio State University. JAMES M. MACKEY is a partner with the firm of Walter & Haverfield LLP, where he is certified as a specialist in estate planning, trust and probate law by the Ohio State Bar Association. His areas of practice include estate planning, probate and corporate law, business law, including organization, planning, reorganization, successions, taxation, valuation, buying and selling businesses, closely held business law, family business law and limited liability company law. Mr. Mackey is a frequent lecturer to professional and public organizations on business and estate planning topics. He is a member of the Cleveland (Corporate Law, Estate Planning, Probate and Trust Law sections), Ohio State (Real Property, Real Estate, Probate and Trust Law sections) and the American (Real Property, Corporate Law, Probate and Trust Law sections) bar associations. Mr. Mackey earned his B.A. degree from John Carroll University and his J.D. degree from Cleveland State University. GARY A. ZWICK is head of the Tax and Wealth Management Section of the law firm of Walter & Haverfield LLP in Cleveland, Ohio, where he practices primarily in the area of taxation with an emphasis in estate planning, qualified plans, mergers and acquisitions, general taxation and family business consulting. He is a certified public accountant and is board-certified in federal tax law by the Ohio State Bar Association. He is listed in Best Lawyers in America, Ohio Super Lawyers and the Worth Magazine list of 100 top lawyers. Mr. Zwick is a frequent speaker for various business and professional groups on a variety of issues related to taxation and estate planning. In addition, Mr. Zwick has written numerous articles and publications on tax issues. He co-wrote, Tax and Financial Planning for the Closely Held Family Business, American Law Institute-American Bar Association. He also co-wrote, Transferring Interests in the Closely Held Family Business, American Law Institute-American Bar Association. He earned his B.B.A. degree from Kent State University, his J.D. degree from Cleveland State University, Cleveland-Marshall College of Law and his LL.M. degree in taxation from Georgetown University Law Center. Mr. Zwick is a member of the American Institute of CPAs (member, Tax Division); the American Bar Association (member, Tax Section); the Cleveland Tax Club; the Cleveland Estate Planning Council; and the Cleveland Bar Association (member, Tax Section and Estate Planning Probate and Trust Law Section).
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