Overview
Roger Shumaker
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EMAIL rshumaker@mcdonaldhopkins.com

PHONE 216.348.5801

WATCH: Meet Roger Shumaker

Experience

Roger is the former chair of the firm’s Estate Planning Practice Group. He focuses his practice on estate planning, probate and trust administration, charitable planning, succession planning for middle-market and closely held businesses, and individual and fiduciary income taxation. He is a frequent writer and speaker on the topic of using computers in the delivery of legal services and on a host of estate planning, charitable, tax, and probate issues. Roger is accredited by the Ohio State Bar Association as a Certified Specialist in Estate Planning, Trust and Probate Law.

Roger earned his J.D. from Case Western Reserve University School of Law in 1976. He received a B.A., with distinction, from Manchester College in 1972.

Representative Cases/Matters

  • Represents and counsels individuals and families in estate and wealth transfer planning; assists fiduciaries and family members in estate and trust administration and estate tax reporting.
  • Counsels charitable organizations on charitable gift planning and governance issues.
  • Advises closely held business owners on transitioning ownership and control.
Credentials

Admissions - State

  • Indiana
  • Ohio

Education

  • Case Western Reserve University School of Law
  • Manchester College

Honors and Awards

  • "AV” Peer Review Rated by Martindale-Hubbell
  • Diamond Advisory Group's Distinguished Advisor Award (2008)
  • Selected for inclusion in Ohio Super Lawyers (2004-2017)
  • Named one of the Best Lawyers in America, Trust and Estates (1991-2018)
  • Named "2005 Distinguished Estate Planner" by the Estate Planning Council of Cleveland
  • Strathmore's Who’s Who in American Law
  • Strathmore's Who’s Who in the Midwest

Professional Membership

  • Cleveland Metropolitan Bar Association
  • The Estate Planning Council of Cleveland
    • Vice-President (1989-1990)
    • President (1990-1991)
  • Ohio State Bar Association (Estate Planning, Probate and Trust Law Section)
  • American College of Trust and Estate Counsel
    • Member of Technology in the Practice Committee (1988-present)
    • Member of Charitable Planning and Exempt Organizations Committee (2003-present)
  • The Kingdom Advisors – Chartered and Certified Member 

Public Service and Volunteerism

  • Cleveland Museum of Art, Planned Giving Advisory Committee
  • The Cleveland Pregnancy Center (Treasurer)
  • Commissioned Centurion (2010)
  • Salvation Army Advisory Board (1986-present, Chair 2002-2004)
  • CWRU Estate Planning Advisory Council (2002-present)
  • University Hospitals Diamond Advisory Group (1992-present)
  • Ohio Living Foundation Board of Trustees (1991-1998)
  • Ohio Living Board of Trustees (1988-1992) 
  • Breckenridge Village Council (1982-98)
Events

Speaking Engagements

  • "Forced Innovation: Rethinking contributions of Highly Appreciated (Closely-Held) Property in Light of Higher Tax Rates," Think BIG Innovations in Philanthropy – 22nd Annual NOPGC Planned Giving Day, May 2, 2013
  • "Estate Planning in Uncertain Times," SS&G Webinar, November 16, 2012
  • "What's Top of Mind in Charitable Planning – What to Do in Anticipation of Higher Taxes in 2013," The Cleveland Foundation, November 15, 2012
  • "Wealth Transfer and Philanthropic Planning in Anticipation of 'The Big Event,'" The Pathology Institute's G2 Intelligence – M&A Workshop, Ft. Lauderdale, Florida, February 2012
  • "Technology Update: Time Travels Fast, Heckeling Institute on Estate Planning," 2008
  • "Reducing Estate Taxes by Discount Planning," Creative Estate Planning Seminar, hosted by the Planned Giving Committee of Ronald McDonald House of Cleveland, Ohio, May 2005
  • Panelist, "Legal Issues For Donors," program for Northern Ohio Council Planned Giving, November 2004
  • "Selected Estate Planning and Fiduciary Issues," CLE seminar sponsored by National City Bank, Cleveland, Ohio, September 2004
  • “A Potpourri of Recent Charitable Developments and Practical Applications for Charitable Lead Trusts,” Northern Ohio Planned Giving Council, Planned Giving Day, May 2004
  • “Bits And Bytes Meet GRITS And GRATS – Alphabetizing Estates By The Numbers,” ABA Tech Show, March 2004, Chicago, IL (TechShow is considered the leading law-related technology conference and expo)
  • “What Every Gift Planner Should Know About Estate and Trust Administration,” Northern Ohio Planned Giving Council, Planned Giving Day May 2003
  • “Charitable Planning Techniques: Update and Review,” Key Bank Trust Department, CLE 2002
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