Michael L. Wear

  • Areas of Practice

    • Trusts & Estates

Mike focuses his practice on estate planning, planned giving, trust and estate administration matters, and business succession planning. With more than 20 years of experience in tax, estate and financial planning, Mike represents individual and corporate fiduciaries in the administration of trusts and estates. He counsels high net worth individuals, families and owners of closely-held businesses in all areas of estate planning with a focus on tax minimization. He offers clear understanding for complex issues surrounding all areas of wealth and business transfers, asset protection and estate administration.

 

Mike listens carefully to clients to assure he understands their goals and personal wishes to assure he is aligning comprehensive wealth and estate planning strategies with their desired outcomes. He understands the importance of his clients’ legacies, helping them create meaningful planned charitable gifts and multi-generational wealth transfers. He guides clients through difficult decisions to offer clarity and peace of mind on sensitive topics.

 

  • Experience
      • More than 20 years of experience counseling high net worth individuals and organizations
      • Advises clients on estate planning, business succession planning, planned giving, probate administration and litigation matters, and tax minimization strategies
      • OSBA Board Certified Specialist in Estate Planning, Trust and Probate Law
      • Designated as an Accredited Estate Planner® (AEP)
      • Frequent presenter on estate planning, probate administration, planned giving and tax topics
      • Assists nonprofit organizations with planned giving and development strategies
  • Education & Admissions
      • J.D. / M.B.A. Finance, University of Akron School of Law and College of Business, Cum Laude
      • B.S. Business Administration Finance, University of Akron, Cum Laude
    • Admissions
      • Ohio Bar
      • U.S. Tax Court
  • Professional & Civic Involvement
      • Member: American Cancer Society, Volunteer Leadership Council
      • Past Advisory Board Member: Riverfront YMCA
      • Past Board Member: Big Brothers & Big Sisters of Summit & Medina Counties
      • Past Member: Summit County Planned Giving Committee of the American Cancer Society
      • Past Member: Summa Century Club Committee
      • Past Investment Review Committee Member: United Way of Summit County
    • Associations
      • Member: Ohio State Bar Association
        • Estate Planning, Trust and Probate Law Section Council
      • Member: Estate Planning Council of Cleveland
      • Past Chair: Akron Bar Association, Probate Law Section
      • Past Chair: Cleveland Metropolitan Bar Association, Estate Planning, Trust and Probate Law Section