Brian J. Jereb
Member
Cleveland
P: 216.348.5810
Brian advises clients in all areas of estate planning and probate including estate and gift tax planning, avoidance or minimization of probate, and succession planning for closely held business owners. Brian helps clients implement plans involving trusts and other vehicles to meet clients’ tax and non-tax objectives. Brian also focuses on the income taxation of trusts and other entities such as qualified settlement funds and disputed ownership funds. Clients benefit from Brian’s experience in advising non-profit organizations and their donors concerning tax and non-tax issues.
Brian has been a frequent speaker and guest lecturer for many different groups, including the Cleveland Metropolitan Bar Association. Brian is accredited as Certified Specialist in Estate Planning, Trust and Probate Law. Brian was Chair of the 2009 Cleveland Metropolitan Bar Association Estate Planning Institute.
Brian earned a J.D., cum laude, Order of the Coif, from The University of Toledo College of Law in 1983. He received a B.A., magna cum laude, Alpha Sigma Nu Honor Society, from John Carroll University in 1980.
Admissions - Court
- U.S. District Court for the Northern District of Ohio
- U.S. Tax Court
Admissions - State
- Ohio
Education
- The University of Toledo College of Law
- John Carroll University
Honors and Awards
- Named one of the Best Lawyers in America (2007-2021)
- Selected for inclusion in Ohio Super Lawyers (2005-2019)
Professional Membership
- Cleveland Metropolitan Bar Association
- Lorain County Bar Association
- Ohio State Bar Association
- American Bar Association, Probate and Trust Law Section
Public Service and Volunteerism
- Cudell Improvement, Inc., Board Member
Blog Posts
- Consider bigger gifts to charity from IRAs in 2020
- The CARES Act may help your non-profit
- Should you get rid of your trusts?
- How to reclassify a private foundation as a public charity
- Preserve your charitable legacy with a gift agreement
News
- Lawyer of the Year honorees Riley and Welin among 42 McDonald Hopkins attorneys recognized as 2021 Best Lawyers
- 41 attorneys from McDonald Hopkins recognized as 2020 Best Lawyers®
- Seventeen attorneys at McDonald Hopkins named 2019 Ohio Super Lawyers and Rising Stars
- 22 attorneys at McDonald Hopkins named 2018 Ohio Super Lawyers and Rising Stars
- 35 attorneys at McDonald Hopkins selected for inclusion in Best Lawyers® 2018
- 39 attorneys at McDonald Hopkins selected for inclusion in Best Lawyers 2017
- 24 attorneys at McDonald Hopkins named Ohio Super Lawyers and Rising Stars
- 41 attorneys at McDonald Hopkins selected for inclusion in Best Lawyers® 2016
External Publications
- "With the Election Now in Our Rearview Window, Possible Estate and Gift Tax Changes are on the Horizon," Lorain County Bar Association Legal Times, November 2012
- "How low interest rates plus low valuations create extraordinary planning opportunities," Smart Business Magazine, December 2011
- "Estate Planning and Title Insurance," published by the Probate Law Journal of Ohio, January/February 2011
Events
Speaking Engagements
- "Estate Planning in Uncertain Times," SS&G Webinar, November 16, 2012