Charles F. Adler

Charles F. Adler, Attorney


(216) 696-4200 x121
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Practice Areas

Business Succession Planning
Charitable Planning
Family Foundations
Estate Administration
Estate Planning
Probate Litigation
Trust Administration
Retirement Distribution Planning
Taxation

 

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Chuck Adler joined the firm in 1993 and became partner in 1995. Chuck has a special interest in planning for individuals, families and closely-held businesses. Chuck counsels individuals and families on complex estate, charitable, financial and retirement planning matters; on estate, gift and generation-skipping taxes; and on the organization and operation of private foundations. He also counsels owners of closely-held and family businesses on succession planning.

 

Before joining the firm in 1993, Chuck was an associate attorney with Thompson Hine and Flory (1985-1992), and a senior accountant with Price Waterhouse (1983-1985). Chuck is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law. He is a member of the Estate Planning Council of Cleveland (Former Trustee). Chuck is also a Certified Public Accountant (Ohio, inactive). He is admitted to practice law in both Ohio and Florida.

 

Chuck serves as a Trustee of the Alzheimer's Association, Catholic Charities, and the Frederick W. and Janet P. Dorn Foundation. He is a member of the St. Angela Merici Parish Endowment Committee, and is a class agent for the St. Ignatius High School Alumni Association.

 

Chuck resides with his wife, Maureen, and their daughters, Erin, Mary Grace and Eileen, in Fairview Park.

Education

  • Miami University
    1979
    Accountancy
  • Cleveland-Marshall College of Law
    1983
    J.D.

Awards & Honors

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  • Ohio Super Lawyer, Cincinnati Magazine (2004-2009)

Community Activities

  • Fellow, American College of Trust & Estate Counsel
  • Class agent for St. Ignatius High School Alumni Association
  • Trustee of the Alzheimer's Association
  • Frederick W. and Janet P. Dorn Foundation
  • Case Western University Estate Planning Advisory Council
  • American Red Cross, Cleveland Chapter, Estate Planning Advisory Council

Court and Bar Associations

  • Admitted - State of Ohio
  • Admitted - State of Florida
  • Member of the American Bar Association
  • Member of the Ohio State Bar Association
  • Member of the Cleveland Metropolitan Bar Association
  • Member of the Estate Planning Council of Cleveland
  • Director, Society of Financial Service Professionals, Cleveland Chapter
  • Ohio Certified Public Accountant (inactive)
  • Senior Accountant - Price Waterhouse (1983-1985)

Recent Articles, Presentations & Seminars

  • Creditor Claims Against Non-Probate Property, 14 Probate Law Journal of Ohio 8. (March/April 2004)

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