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slucas@ssrl.com (216)696-4200 x106 Download vCard
Practice Areas
Estate Administration Estate Planning and Probate Charitable Planning Retirement Distribution Planning Trust Administration Wealth Transfer
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Sandy Lucas joined the firm in 2000 and has been a Partner since 2007.
Sandy focuses her practice on estate planning, including planning designed to protect assets for multiple generations of families; charitable giving; and planning intended to minimize the impact of wealth transfer taxes. In addition, Sandy advises clients who are beneficiaries or fiduciaries in all aspects of estate and trust administrations.
Sandy enjoys volunteering with several charitable organizations in the community.
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Education
- Case Western Reserve University School of Law
2000 J.D. magna cum laude
- John Carroll University
1997 B.A summa cum laude
Community Activities
- Member of the Board of Directors, Catholic Charities Corporation
- Trustee, Padua Franciscan High School Endowment Trust
Court and Bar Associations
- Admitted in 2000- State of Ohio
- Admitted in 2000- U.S. District Court, Northern District of Ohio
- Member of the American Bar Association - Real Property, Probate & Trust Law Section
- Member of the Ohio State Bar Association - Estate Planning, Trust & Probate Law Section
- Member of the Cleveland Metropolitan Bar Association
- Member of the Ohio Women's Bar Association
- Member of the Estate Planning Council of Cleveland
Recent Articles, Presentations & Seminars
- "Creditor Rights Against Probate and Non-Probate Assets"- Back to Basics Practice Update: Estate Planning, Probate and Trust Law CLE presentation, Cleveland Metropolitan Bar Association, November 20, 2008
- "Ohio Update"- The 32nd Estate Planning Institute CLE presentation, Cleveland Bar Association, October 25, 2005
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