People

Julie A. (Fischer) Taft

I find that using a collaborative approach with a client’s other trusted professionals leads to a greater overall result for the client than any of us could have provided independently.

 

 

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jtaft@mggmlpa.com

Julie (Fischer) Taft is an experienced trusts and estates attorney practicing in all areas of wealth management and estate planning for high net worth individuals and their families. This includes income, gift, estate and generation-skipping transfer tax planning, and trust and estate administration.

A significant portion of Julie’s practice involves tax and other planning for owners of closely held businesses and members of their families. Her experience also includes litigation in matters concerning will and trust constructions, will contests, claims by and against fiduciaries, and tax controversies.

Ms. (Fischer) Taft is an Ohio State Bar Association Certified Specialist in Estate Planning, Trust and Probate Law and is licensed to practice in Ohio and Florida.

Spending time with family and friends is Julie’s greatest leisure interest. She also likes traveling to new places and learning new things.

Education

  • B.A. from Kent State University
  • LL.M. in Taxation from the Case Western Reserve University School of Law
  • J.D. from Cleveland-Marshall College of Law, Cleveland State University

Involvement

  • Ohio State, Cleveland Metropolitan, and Florida Bar Associations
  • Secretary, Estate Planning Council of Cleveland
  • Vice Chair, Cleveland Metropolitan Bar Association, Estate Planning, Probate, and Trust Law Section