Erica Williams is an Accredited Estate Planner® for Hahn Loeser
Erica K. Williams
Partner

26202 Detroit Road
3rd Floor
Westlake, OH 44145

200 Public Square
Suite 2800
Cleveland, Ohio 44114

Erica K. Williams brings more than 25 years of comprehensive and sophisticated estate planning services to high net-worth individuals and families. She earned the designation as an Accredited Estate Planner ® (AEP ® ) by the National Association of Estate Planners & Councils, awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.

Erica is experienced in all aspects of tax planning, including:

  • Income tax
  • Estate tax
  • Gift tax
  • Generation-skipping transfer tax
  • Charitable Contributions

Erica assists clients with family and business succession planning and drafting of wills, trust agreements, powers of attorney, and associated documents. She helps clients understand complicated tax issues by providing analysis and strategies regarding the use of annual gift tax exclusion amounts, grantor trusts (the individual who creates the trust is treated as owning the assets for income tax, but not estate tax, purposes), spousal lifetime access trusts, asset protection trusts, life insurance trusts and charitable lead and remainder trusts. Erica also provides guidance to executors and trustees in the administration of estates and trusts.

Erica’s Greater Cleveland area clients confer with her virtually, as well as in-person at Hahn Loeser’s downtown Cleveland office or at the Westlake, Ohio office which opened in April 2022.

Credentials

Education

Case Western Reserve University School of Law, J.D., 1996

Fordham University, B.A. in Political Science, 1992

Awards & Distinctions

“Ohio Super Lawyer Rising Star,” Law & Politics Ohio Super Lawyer’s – Rising Stars Edition magazine, 2005-2007, 2009

Bar Admissions

State of Ohio, 1996

U.S. District Court, Northern District of Ohio

Memberships & Affiliations

Cleveland Metropolitan Bar Association: Member, Probate & Trust Law Section; Council of Delegates

The Lawyers Guild of The Catholic Diocese of Cleveland, Member

Ohio State Bar Association

Lorain County Bar Association

National Association of Estate Planning Professionals

Estate Planning Council of Cleveland

Accreditations

Accredited Estate Planner ® ( AEP ® ) by the National Association of Estate Planners & Councils