WILLS, ESTATES & WEALTH MANAGEMENT LAW

DISTINGUISH YOURSELF through Akron Law's offerings and practical training in the area of wills, estates, and wealth management. Not only do our faculty have significant practice experience in these areas, but many Akron Law graduates have gone on to related careers. 

Focusing on the laws of wills, trusts, and estates opens the door to a wide variety of lucrative career opportunities. Many of our graduates have gone on to become estate planners. Simply put, they assist clients manage and arrange for the transfer of assets to spouses, family members, charities, and others.  Akron Law graduates also represent trusts, beneficiaries of estates, as well as the individual and corporate fiduciaries that administer them. Legal careers in this industry are available through private law firms, the trust departments of banks, and other private entities across the nation. Further, many of our graduates represent clients in fiduciary litigation involving wills, trusts, powers of attorney, and guardianships.

Lawyers who practice wealth management law frequently serve clients in vitally important matters that significantly affect their clients’ families. Wealth management is a practice area that can lead to meaningful long-term relationships with clients and their families.  Accordingly, a legal career in this area can be both personally and professionally rewarding.

Wealth management law experts

Alan Newman, Professor of Law | Bio

Professor Newman practiced trust and estate law for more than 13 years prior to joining our faculty. While in practice, he served as Chair of both the Estate Planning and Probate Law Section and the Taxation Section of the Oklahoma Bar Association and was elected as a Fellow of the American College of Trust and Estate Counsel. When a committee of lawyers of the Estate Planning, Probate, and Trust Law Section of the Ohio State Bar Association and the Ohio Bankers League Legal, Legislative and Regulatory Committee were studying the Uniform Trust Code for possible enactment in Ohio, they engaged Professor Newman to serve as their Reporter with primary drafting responsibility for the subsequently enacted Ohio Trust Code. While serving on our faculty, Professor Newman, who is a Certified Public Accountant, has made several dozen presentations on various wills, trusts, and estates topics to lawyers, judges, legislative committees, and others across Ohio, and in Florida, Illinois, Missouri, Colorado, and Oklahoma. He is the author of the third edition of a volume of the classic Bogert treatise on trusts that has been cited by the United States Supreme Court. His other published work has been cited by courts in Ohio, Indiana, Pennsylvania, and Iowa. Professor Newman teaches Wills, Trusts, and Estates I; Wills, Trusts, and Estates II; and Accounting and Finance from a Lawyer’s Perspective.

Carolyn Dessin, Aileen McMurray Trusler Professor of Law │ Bio

Professor Dessin is an expert in the area of elder law and financial abuse of the elderly.  She teaches courses on individual taxation, elder law, contracts, and wills. She has also taught a course on comparative family law in several study abroad programs.  Professor Dessin’s scholarship focuses on the special issues of elder care in the practice of domestic relations, including articles on guardianship and financial abuse.  She is a frequent speaker at continuing education programs for attorneys on topics of elder law.

Richard Lavoie, Professor of Law | Bio

Prof. Lavoie is a nationally known expert on tax law, with a decade of experience in tax and business litigation at Cadwalader, Wickersham & Taft in New York City. He was among the founding teaching staff in the Graduate Tax LLM Program at Northwestern University School of Law and has taught at the University of Texas, Washburn University, and Syracuse University School of Law. He has published extensively on business ethics and tax. A very well regarded teacher, he has taught a wide range of courses, from the core of Corporations and Payment Systems to more advanced courses such as Executive Compensation and Regulation of Financial Intermediaries.

Robert Maguire, Adjunct Professor of Law | Bio

Robert Maguire, adjunct professor, has been an active member of the Akron legal community for nearly 40 years. His practice, located in Tallmadge, Ohio, focuses on estate planning, probate, and real estate. During his career, he has written hundreds of wills and trusts and helped clients probate countless estates. Mr. Maguire has taught Drafting for Estates at the University of Akron School of Law since 2009 and is also an adjunct professor Kent State University, where he has taught law courses to undergraduate and MBA students since 1980. Bob also shares his expertise with other attorneys as a lecturer for continuing education programs offered by the Akron Bar Association and the National Business Institute. He is a mentor for many young lawyers, particularly those opening their own practices. In addition, he co-founded the Estate Planning Discussion Group for local attorneys. Mr. Maguire also frequently lectures to real estate agents and brokers about probate and trust law to satisfy their continuing education requirements. He is very active in his community, serving on many non-profit boards in Tallmadge. He was formerly a member of Tallmadge City Council and was elected by his peers as president of Council. 

Wealth management law courses:

Core wealth management courses offered at Akron Law include:

  • Wills, Trusts, and Estates I (primarily covering the law of wills and intestate succession)
  • Wills, Trusts, and Estates II (primarily covering the law of trusts)
  • Estate and Gift Tax
  • Estate Planning
  • Drafting for Estates
  • Income Tax
  • Elder Law
  • Probate Practice

Other recommended wealth management related courses we offer include:

  • Basic Business Associations
  • Business Planning
  • Business Entity Taxation
  • Accounting and Finance from a Lawyer’s Perspective

Lawyers with a practice focused on wealth management also frequently represent clients in business matters. For further information, check out our business law offerings.  In addition to training in the classroom, many of our students who have an interest in wealth management law secure internships or work full-time with local probate courts or law firms during their time at Akron Law.