Louis B. Geneva, Esq. **RETIRED**

Of Counsel

 

Lou is a Tax Consultant with emphasis on business succession, estate planning, and probate law. He has more than 40 years of tax consulting experience, working with a wide variety of clients.  He has litigated tax cases before the Tax Court, the Northern Ohio Federal District Court, and the Sixth Circuit Court of Appeals.

 

Background:

 

• Awarded Emeritus status at Cleveland-Marshall College of Law, Cleveland State University where he taught taxation courses for 30 years

 

• Former instructor in the Graduate Tax Program at New York University School of Law

 

• Ohio Super Lawyers, 2008 - Present

 

 

Memberships & Associations:

 

• Fellow of the American College of Trust and Estate Counsel

 

• Director and President, Community Fund Management Foundation

 

• Director and former Board President, Thea Bowman Center

 

• Director and Treasurer, William H. Thomas Foundation

 

• Director and President, George Strickland Scholarship Fund

 

• Director and Treasurer, Beacon Street

 

• American Bar Association, Section of Taxation and Section of Real Property, Trust & Estate Law

 

• Ohio Bar Association

 

• Cleveland Metropolitan Bar Association, Estate Planning, Probate and Trust Section; Estate Planning Institute Curriculum Committee (former Chair and current member)

 

 

Presentations:

 

Lou speaks extensively on topics of interest in the Estate Tax area:

 

• Family Limited Partnerships

 

• Estate Planning for Closely Held Businesses

 

• Succession Planning

 

• Installment Sales, GRATs, QPRTs and Sales to Grantor Trusts

 

• Generation Skipping Tax Planning

 

 

Education:

 

• New York University, LL.M. (advanced degree in Taxation), 1974

 

• Suffolk University College of Law, J.D., cum laude, 1973

 

• Miami University, B.A., with honors, 1969