Summary

Missy focuses her practice on estate planning for business owners and individuals. She has worked with clients to both plan and administer estates that have ranged from the very modest to the large and sophisticated. Where the need has arisen, Missy has represented clients in Probate Litigation matters and before Federal and State Taxing authorities.

In 2002, Missy became an OSBA Board Certified Specialist in Estate Planning, Trust & Probate Law. She is a featured speaker both nationally and state-wide on estate planning and other related matters on behalf of professional associations. Missy has over 25 years of experience as a practicing attorney and CPA (currently inactive).

Missy is a member of the American, Ohio and Cleveland Metropolitan Bar Associations. She is past chair of the former Cleveland Bar Association's Estate Planning, Probate and Trust Law Section. Missy is a member of the Ohio Society of CPAs and the American Institute of Certified Public Accountants (AICPA). She has been a member of the Steering Committee for the AICPA's National Advanced Estate Planning Conference since 2001 and is a member of the AICPA ENGAGE 2017- Exhibits Advisory Committee. She is a member of the Estate Planning Council of Cleveland and a former Trustee. Missy is a former Trustee for the Catholic Charities Corporation (1994-2002) and was a founding member and former chairperson of the Catholic Charities Corporation's Planned Giving Committee. She is also a board member and the former chairperson of the Planned Giving Committee of Lakeland Community College. 

In 2015, Missy was re-elected to the board of directors for the American Lung Association of the Midland States. She is currently chair of its audit committee and is a member of its fund development committee. Missy is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils.

Awards

All Service Areas

Education

  • Cleveland-Marshall College of Law (1984)
  • University of Dayton (1982)

Admissions

  • State - Ohio

Speeches and Publications

Presentations

  • “Treatment of Trusts in Divorce” (teleseminar), Atlanta Bar Association, Nov. 8, 2016
  • “Postmortem Estate Planning,” Oregon State Bar Association, Nov. 8, 2016
  • “What Every Accountant Needs to Know about Probate Litigation” and “Estate Planning for the Modern Family;” Ohio Society of CPAs Annual Cleveland Accounting Show, Oct. 20, 2016
  • "Estate Planning for Second Marriages;” West Virginia Tax Institute, Oct.18, 2016
  • “Estate & Trust Planning for Non-traditional Families” (teleseminar), Atlanta Bar Association, August 18, 2016
  • Five topics, AICPA Annual Advanced Estate Planning Conference, July 12, 2016
  • “Estate Planning for Non-Traditional Families - A National Perspective” (live replay), Illinois State Bar Association, originally aired Oct. 1, 2015; May 10, 2016
  • 2016 Estate & Gift Tax Conference; Illinois CPA Society, May 10, 2016
  • “Sealing the Deal: Professionalism in the Transactional Practice,” Cleveland Metropolitan Bar Association’s Civility & Professionalism Task Force, Nov. 30, 2015
  • “Estate Mishaps of Celebrities, Rich and Infamous,” Advisors4Advisors, Nov. 21, 2015
  • “Lifetime Gifting in Estate Planning: Leveraging QTIP Trusts, QPRTs, SLATs,” Strafford webinar, March 11, 2015

Professional Affiliations

  • American Institute of Certified Public Accountants (Member)
  • Estate Planning Council of Cleveland (Member)

Community Involvement

  • American Lung Association of the Midland States (Advocacy Committee, Advisory Board)
  • Lakeland Community College (Board Member and Former Chair, Scholarship & Campaign Committees)
  • Sisters of Notre Dame (Former Member, Development Advisory Board)
  • The Pets for the Elderly Foundation (President)
  • JD Breast Cancer Foundation (Ongoing Contributor, Past Honoree)