Erica K. Williams brings more than 25 years of comprehensive and sophisticated estate planning services to high net-worth individuals and families. She earned the designation as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils, awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
Erica is experienced in all aspects of tax planning, including:
Erica assists clients with family and business succession planning and drafting of wills, trust agreements, powers of attorney, and associated documents. She helps clients understand complicated tax issues by providing analysis and strategies regarding the use of annual gift tax exclusion amounts, grantor trusts (the individual who creates the trust is treated as owning the assets for income tax, but not estate tax, purposes), spousal lifetime access trusts, asset protection trusts, life insurance trusts and charitable lead and remainder trusts. Erica also provides guidance to executors and trustees in the administration of estates and trusts.
Erica’s Greater Cleveland area clients confer with her virtually, as well as in-person at Hahn Loeser’s downtown Cleveland office or at the Westlake, Ohio office which opened in April 2022.
Case Western Reserve University School of Law, J.D., 1996
Fordham University, B.A. in Political Science, 1992
“Ohio Super Lawyer Rising Star,” Law & Politics Ohio Super Lawyer’s – Rising Stars Edition magazine, 2005-2007, 2009
State of Ohio, 1996
U.S. District Court, Northern District of Ohio
Cleveland Metropolitan Bar Association: Member, Probate & Trust Law Section; Council of Delegates
The Lawyers Guild of The Catholic Diocese of Cleveland, Member
Ohio State Bar Association
Lorain County Bar Association
National Association of Estate Planning Professionals
Estate Planning Council of Cleveland
Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils