Aaron H. Kaplan
Aaron focuses his practice on estate planning, probate administration and trust administration, providing counsel to individuals, families, small businesses and tax-exempt organizations. Aaron currently serves as secretary of the Cincinnati Bar Association’s Estate Planning & Probate Committee and is a member of the planning committee which prepares the CBA’s annual advanced estate planning seminar. He also serves on the board of the Greater Cincinnati Planned Giving Council and is a member of the Dan Beard Council (Boy Scouts of America) Planned Giving Committee. Elsewhere in the community, Aaron is a graduate (Class 10) of the Cincinnati USA Regional Chamber’s C-Change program, an intensive leadership development and community engagement experience for professionals in their 30s and early 40s. He is also a member of the Jewish Federation of Cincinnati’s Jewish Professional Advisors Network where he serves on the organization committee.
Aaron has worked with estate planning clients on matters such as dynasty trusts, trusts for children with special needs, planning for international clients who may be new to Cincinnati or new to the United States, the minimization of estate, gift and generation-skipping transfer taxes, business succession planning for small businesses and privately held entities, charitable trusts, Ohio Legacy Trusts, and related wealth transfer issues. He feels, though, that the most rewarding aspect of estate planning is simply the ability to serve personally as a trusted family advisor and thereby counsel clients of all ages and all circumstances through important family concerns around things like inheritance, incapacity, and asset protection – often at the most difficult times. Whether a client’s needs are as simple as a will to name guardians for minor children or a review of old estate documents or whether that client needs sophisticated estate tax planning, Aaron is ready to help.
Aaron received his Bachelor of Arts in political science from the University of Michigan and graduated with honors from Georgetown University Law Center. While in law school, he served on the staff of the Georgetown Journal of Law and Public Policy and participated in the Harrison Institute Housing and Community Development Clinic, one of the longest-running clinical education programs in the nation. After law school, he returned to practice law in his hometown of Cincinnati while still remaining involved with his alma mater as a law school alumni interviewer for Georgetown’s admissions office. Aaron lives in the Loveland area of Clermont County with his wife and son.
All Service Areas
- Georgetown University Law Center (2010)
- University of Michigan (2007)
- State - Ohio
- Cincinnati Bar Association Secretary, Estate Planning & Probate Committee; Member, Advanced Estate Planning Institute Planning Committee
- Cincinnati Estate Planning Council Member
- Cincinnati USA Regional Chamber of Commerce Graduate, C-Change Class 10; Member, Cincinnati Chamber Alumni Network
- Greater Cincinnati Planned Giving Council Board Member
- Adath Israel Synagogue
Nominating Committee Member; Senior Rabbi Search Committee Member
- Boy Scouts of America - Daniel Beard Council Planned Giving Committee Member
- Georgetown Law Alumni Admissions Interview Program Volunteer Interviewer
- Jewish Federation of Cincinnati
Jewish Professional Advisors Network, Organization Committee Member