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With 18 offices, from New York to Los Angeles and Seattle to Orlando, we live and work in communities all over the U.S., collaborating across locations, disciplines and even borders. Our experienced, highly ranked lawyers serve businesses wherever they are and wherever they want to go.

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Am Law 100 firm with practices in Business, Digital Assets and Data Management, Intellectual Property, Labor & Employment, Litigation and Tax.

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To Help the New Administration Help Your Industry, You Need an Agency Strategy (Real Estate Finance Journal)

Artie McConnell Comments on Upcoming DOJ Data Security Program in Dark Reading Article

IP Intelligence Report

US Patents Set to Issue 33 Percent Faster from the Notification Date

Alexander Reid Presents Update on Nonprofit Legislation, Regulation at Illinois CPA Society Symposium

With more than 30 practitioners in offices across the country, we are uniquely qualified to counsel clients whose critical legal needs require the cross-disciplinary resources of a broad-based national law firm. Our Private Wealth practice provides comprehensive experience in the areas of concern for high-net worth clients, including:

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Formation and operation of private trust companies

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Unlike many large law firms, we continue to devote substantial resources to our Private Wealth practice. We understand the importance of these services to our clients and in maintaining longstanding client relationships built on trust. With families and businesses expanding geographically, our national footprint ensures consistent personal service of the highest quality in multiple jurisdictions. Rapidly changing state laws provide new challenges and opportunities to high-net worth families, making it more important than ever for clients to have access to legal counsel with regional knowledge and the necessary contacts with local and state government bodies and court systems.

Often a client’s needs require input from other legal disciplines and our Private Wealth lawyers operate as the gateway to our firm’s broad range of practice areas. We work collaboratively with our colleagues in the areas of real estate, business, securities, family law and litigation to provide full-service and creative solutions in a cost-effective manner. In this way, we are able to serve as “general counsel” to high-net worth families and their businesses, helping coordinate their needs across multiple issues and legal disciplines.

Many of our clients have their own family office and we have been pioneers in working together with family office personnel to efficiently serve the diverse needs of these sophisticated clients. We have a dedicated team of Private Wealth lawyers, and others from related disciplines, who work collaboratively to focus our substantial experience in structuring and servicing family offices. Our Family Office team has counseled clients in the formation and operation of their own private trust companies, providing them with the benefits of a permanent corporate trustee.

Trustees and executors rely on our substantial experience in representing fiduciaries. For nearly a century, we have represented individual and corporate fiduciaries in some of the largest and most complicated trusts and estates in the nation. If controversies arise in the fiduciary context, we use our&nbsp;deep understanding&nbsp;of tax law and business acumen to help structure practical and successful outcomes. If a resolution cannot be obtained through negotiation, we collaborate with experienced BakerHostetler litigators to effectively represent our clients in court.

Learn more about how we partner with our clients in the areas of:

Family Office and Private Trust Companies

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<ul>
<li>Chambers HNW
<ul>
<li>Private Wealth Law – Colorado (2016 to 2024)</li>
<li>Family/Matrimonial – Ohio (2021 to 2024)</li>
<li>Private Wealth Law – Ohio (2016 to 2024)</li>
<li>Private Wealth Law – Washington, D.C. (2019 to 2024)</li>
</ul>
</li>
<li>U.S. News – Best Lawyers “Best Law Firms” – National Rankings
<ul>
<li>Trusts &amp; Estates (2012 to 2025)</li>
</ul>
</li>
</ul>


James A. Loeb

Edward J. Beckwith

Robert R. Galloway

Christopher D. Fidler

Suzanne M. Jambe

George T. Mooradian

David L. Starbuck

Jennifer L. Eschedor

Chad W. Makuch

Joseph F. Verciglio

Lisa A. Roberts-Mamone

Michael R. Stiff

Samantha M. White

James S. Judd

Lisa B. Canarick

Jonathan M. Forster

Rebecca S. Manicone

Keith C. Durkin

Carmela T. Montesano

John F. DeStefano

Donald B. Hutchins

Kevin R. McKinnis

Patrick R. Donahue

Alyssa L. Tiebout

Kristin L. Yokomoto

Sarah E. Baley

Jacob D. Millis

George R. McCormick

Kyle P. Graham

Hillary Hammond Cook

Kenneth Little

Denise E. Chambliss

Matthew W. Stevens

Douglas E. Murphy

Sophie C. Mondor

Cleveland

New York

Partner

Kristin Yokomoto Presents at PFAC 30th Annual Educational Conference

Edward Beckwith Elected to ACTEC Leadership Position

Kristin Yokomoto Presents ‘Hot Topics in Valuations’ at UCLA/CEB Estate Planning Institute

Kristin Yokomoto Garners Committee Appointments at American College of Trust and Estate Counsel

Webinar Series: Transforming Legacy Management Experience

CA ACTEC Appoints Kristin Yokomoto to California Membership Committee

Denise Chambliss Participates in East Bay Trusts and Estates Lawyers Webinar

Jonathan Forster Talks About Death Taxes on Penn Mutual Podcast

Kristin Yokomoto Takes Part in Webinar on Top 2024 Legal Updates

Edward Beckwith Named Washingtonian Top Financial Adviser – Estate Attorney

Edward Beckwith Delivers Tax Policy Briefing to Northern Virginia Estate Planning Council

Jonathan Forster Earns Washingtonian Top Financial Adviser Nod

Kristin Yokomoto Participates in Webinar on Legal Malpractice and Ethical Violations for California Lawyers Association

George McCormick Delivers CLE Program on Foreign Trusts for myLawCLE

BakerHostetler Continues West Coast Expansion with Addition of Leading Trust and Estate Litigator Denise Chambliss in San Francisco

Edward Beckwith Speaks at 61st Annual NAEPC Advanced Estate Planning Conference

Douglas Murphy Explains Virginia529 Plans in VSB Trusts and Estates Section Fall Newsletter

George McCormick Participates on Panel Regarding Taxation of the Arts, Sports and Entertainment

Kristin Yokomoto Discusses 2025 Sunset for Gift, Estate and Generation-Skipping Transfer Tax Exemptions

Edward Beckwith Presents at 2024 Fall Meeting of American College of Trust and Estate Counsel

Alexander Campbell Provides Legal Update for Northern Ohio Charitable Gift Planners

Estate and Tax Planning for Globally Mobile Clients

Estate and Tax Planning for Globally Mobile Clients: Purchasing U.S. Real Estate by Non-U.S. Persons

American Lawyer Industry Awards Names FinClar as Finalist for “Best Use of Technology”

Estate and Tax Planning for Globally Mobile Clients: Estate and trust planning by non-Americans for American family members

Estate and Tax Planning for Globally Mobile Clients: Pre-immigration Planning for Moving to the United States

BakerHostetler Continues to Rise in High Net Worth Rankings

BakerHosts

Legacy Management – A Different Approach to an Age-Old Business

George McCormick Discusses Proposed Foreign Trust Regulations at STEP New York

Edward Beckwith Helps Launch Legacy Giving Advisory Council for Washington, DC, Theater

D.C. Court of Appeals Strengthens IRS’ Ability to Collect Penalties for Not Reporting Foreign Company Ownership

Kristin Yokomoto Publishes Article on Role of the Mediator in Trusts and Estates Mediation

Kristin Yokomoto Discusses Ethical Considerations in the Estate Planning World on Podcast

Alexander Campbell, Scott Swartz Present at Charitable Tax Seminar

Jonathan Forster Presents at 2024 FFR Symposium

Next Generation Legacy Management – The Essence of Developing, Managing and Implementing a Plan for Future Generations

Legaltech News Interviews Jonathan Forster on FinClar

Jonathan Forster Discusses Estate Planning App FinClar in Law360 Article

Alexander Campbell Participates in Discussion for Nonprofit Leaders and Investment Committees

BakerHostetler Unveils Revolutionary Estate Planning Fintech Application in Private Wealth Law

Edward Beckwith Profiled in ACTEC Weekly Update

Kristin Yokomoto is now a Fellow of The American College of Trust and Estate Counsel

Paravano, Mowbray and Campbell present at annual Cleveland Tax Institute

Yokomoto moderates education session about key issues in trust and estate disputes

Kristin Yokomoto is now an American Bar Foundation fellow

Alex Campbell discusses drafting gift agreements at estate planning institute

Campbell offers legal update on charitable giving

Ted Bernert and Dave Ebersole Speak at Annual Ohio Tax Conference

High Net Worth Guide Shows Increases in Rankings and Multiple Band 1 Positions

Alex Campbell and Scott Swartz Offer Options Beyond Traditional Business Succession

Alex Campbell Explains the Particulars of Donating Complex Assets to Charity

Ed Beckwith Discusses Private Foundation Self-Dealing

Lucas Witters, Alex Campbell and Scott Swartz Discuss Preserving or Cashing Out a Client’s Business

Douglas Murphy Pens Article About New Virginia Law on Fiduciary Income and Principal

Kristin Yokomoto Discusses Mediation of Trust and Estate Disputes

Jon Forster Discusses Tax Trends at Life Insurance Distribution Group Symposium

Kristin Yokomoto Offers Insights into Flexible Estate Tax Planning in Uncertain Times

Stefan Smith and Kristin Yokomoto Address ABA Midyear Tax Meeting

Kristin Yokomoto Pens Article About Proposed California Bar Rules Changes Regarding Incivility

Rob Galloway Explains How to Structure and Govern a Private Trust Company

Scott Swartz Discusses Tax Rules Applicable to Employee Benefits and Estate Planning

Ed Beckwith Addresses Trust and Estate Mid-Atlantic Fellows Institute

Kristin Yokomoto Discusses Ethical Concerns for Trust and Estate Practitioners

Jon Forster, Skip Hutchins Address Importance of Life Insurance in Legacy Planning

Ed Beckwith Receives Penn State’s Top Fundraising Volunteer Honor

Kyle Gee Introduces CLE on Advanced Probate and Estate Planning

Kristin Yokomoto Appointed to California Lawyers Association Executive Committee

Ed Beckwith Named to Washingtonian Top Lawyers Hall of Fame

John DeStefano Discusses Trusts as S Corporation Shareholders

14 BakerHostetler Private Wealth Attorneys Recognized in 2022 Chambers High Net Worth Guide

Per-Account or Per-Form Penalty?

Ed Beckwith Speaks at ACTEC 2022 Summer Meeting in Banff

Forster and DeStefano Pen Article on Impact of Recent Tax Court Decision

John DeStefano Graduates from ACTEC Institute

Jon Forster Discusses Uses of AI and Fintech in Legacy Planning

Jonathan Forster Outlines the Future of Legacy Management

Chad Makuch Elected as ACTEC Fellow

Kristin Yokomoto Offers Update on Tax and Estate Planning

Rob Galloway Provides Guidance at Private Trust Company Workshop

Lisa Roberts-Mamone, Kevin McKinnis Author Article About “Estate Planning for the Unknown”

Jonathan Forster Speaks on Insurance Planning Opportunities

Jeffrey Paravano, Mike Ferguson, Jonathan Forster Quoted Regarding Future of Tax Reform

Kyle Gee Testifies in Opposition to Ohio Bill Regarding Impact of Remote Witnessing of Wills and Other Proposed Statutory Changes

Jeffrey Paravano, Jonathan Forster, Mike Ferguson Lead Webinar on Tax Impact of Build Back Better Plan

John DeStefano Discusses Private Split Dollar Life Insurance

Kyle Gee Elected as a Fellow in American College of Trust and Estate Counsel

Jonathan Forster Explains Legacy Planning Using Data Analytics

15 BakerHostetler Private Wealth Attorneys Recognized in 2021 Chambers High Net Worth Guide

Jonathan Forster, Alyssa Shook Discuss Spousal Lifetime Access Trusts

Jeff Paravano, Jonathan Forster Discuss Proposed Tax Reform

Jeff Paravano Comments on Proposed Tax Changes and Potential Effects on Wealth Planning

Kristin L. Yokomoto Joins BakerHostetler’s Private Wealth Practice

Edward Beckwith, Carmela Montesano, Betsy Smith Discuss Wealth Planning, Family Governance

The Legacy Journey…Our Team Philosophy. What Makes Us Unique.

Getting Ready: What You Need to Know About Preparing Your Legacy Plan.

Edward Beckwith Article Examines Estate Tax Deductions

When Opportunity is Knocking: Legacy Planning with Low Interest Rates, Volatile Markets and High Transfer Tax Exemptions

Where are you now and where would you like to be? Trust Nexus

Jonathan Forster Encourages Technology in Legacy Management for Tiger 21

Jonathan Forster Emphasizes Real Time Data Analytics for Legacy Management Tiger 21

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