Type: News
Date: 06/24/2022

Taft Quoted in Cleveland Jewish News Article

Cleveland partner Julie Taft provided commentary in the June 24 Cleveland Jewish News article “Family business should be addressed realistically in estate plan.” In the article, Taft discusses the steps a person may want to take to settle their loved one’s business affairs when they do not want to take it over.

Taft is a partner in the firm’s Private Client practice group. For two decades, she has guided the wealth management and estate planning needs of high net worth individuals and their families. A significant portion of her practice involves tax and other planning for owners of closely held businesses and members of their families. 

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