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Bryan C PalmerAssociate
- Email Bryan C Palmer ›
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(216) 621-7227
Bryan concentrates his practice on estate and special needs planning, guiding fiduciaries through probate and trust administration, and advising clients regarding real estate and corporate transactions.
Principal practice areas
- Provides counseling and education to families and individuals regarding comprehensive estate plans
- Guides fiduciaries through estate settlement process including trust, probate and guardianship administration
- Prepares estate plans to mitigate exposure to federal estate tax
- Prepares plans for special needs and Medicaid
- Provides education regarding trust creditor and tax protections through estate planning
- Advises individual and corporate clients regarding the sale or purchase of real property
- Advises clients regarding the sale of businesses
- Advises clients regarding and negotiates retail and residential leases
- Prepares corporate bylaws and LLC operating agreements
Bar Admissions
- Ohio Supreme Court (2013)
Educational background
- Cleveland-Marshall College of Law, Cleveland State University (JD, 2013)
- The Ohio State University (BA, psychology, cum laude with research distinction, 2010)
- The Ohio State University (BA, philosophy, 2010)
Professional and civic activities
- Member, Ohio State Bar Association
- Member, Cleveland Metropolitan Bar Association, Estate Planning, Probate and Trust Law section
- Member, Estate Planning Council of Cleveland
Publications and Presentations
- Presenter, “Opening the Estate,” and “Preparing the Personal Representative for the Job,” National Business Institute CLE Seminars “Ohio Probate Process: In 7 Simple Steps” (September 1, 2022)
- Presenter, “Estate Inventory: Valuing and Recording Assets,” National Business Institute CLE Seminars “Ohio Probate Forms, Inventory, and Tax Returns Tutorial” (December 10, 2021)
- Presenter, “Qualifying for Medicaid: Eligibility Criteria” and “Planning Ahead: Gifts, Exempt Purchases and Asset Transfers,” National Business Institute CLE Seminars “Ohio Medicaid Asset Planning: A Practical Toolkit” (April 14, 2021)
- Presenter, “Dealing with Spouse’s Elective Shares and Closing the Estate,” National Business Institute CLE Seminars “The Probate Process from Start to Finish” (November 13, 2020)
- Presenter, “Competency and Capacity: A Practical Guide for Estate Planners,” CMBA Luncheon Presentation, Cleveland Metropolitan Bar Association (December 18, 2018)
- Co-author, “Ohio Revised Code Update,” Lake Legal Views, Lake County Bar Association (June 2017)
- Author, “Aid and Attendance Benefits for Disabled and Aging Veterans,” CMBA Bar Journal, Cleveland Metropolitan Bar Association (December 2015)