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Overview

Nicole works to individualize comprehensive estate plans that align with each client’s estate, business and charitable needs. She specifically works with clients on wealth preservation, tax planning for families, and charitable giving.

She is experienced in handling the drafting of sophisticated estate and business succession documents including charitable and organizational agreements, wills and trusts. She also assists with complex fiduciary matters as it relates to the administration of trusts and estates.

Nicole has continuously focused her career on gift, estate and business tax planning for high net worth clients. Before joining Calfee, Nicole was a tax consultant with the business tax and private wealth department of Deloitte Tax, LLP.

Honors & Recognitions

Ohio Super Lawyers, Ohio Rising Stars, 2019

Education

LL.M. in Taxation, Georgetown University Law Center, Note Mentor for The Tax Lawyer, 2014

J.D., cum laude, Nova Southeastern University Law Center, Staff Editor of Nova Law Review, 2013 

B.S.B.A., Accounting, cum laude, Suffolk University, 2010

Professional & Community

Professional & Community

Northern Ohio Hemophilia Foundation, board member

American Bar Association, member

Ohio State Bar Association, member

Cleveland Metropolitan Bar Association, member of the Estate Planning, Probate and Trust Law Section

Akron Bar Association, member of the Probate Section

District of Columbia Bar Association, member

Florida Bar Association, member of the Young Lawyers Division, Tax Section, Real Property, Probate and Trust Law Sections

Publications/Presentations

Publications/Presentations

“Five Qualities to Look for When Choosing the Right Estate Planning Attorney,” Co-Author, Crain’s Cleveland Business (2017)

“Modifying Irrevocable Trusts,” Co-Speaker, Akron Bar Association (2017)

“Modifying and Decanting Irrevocable Trusts – Can We Now Fix the Unfixable,” Co-Author, Cleveland Metropolitan Bar Association (2017)

News & Events

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Licensed In

  • Ohio
  • Florida
  • District of Columbia
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