Dan A. Baron

Top rated Estate Planning & Probate attorney in Independence, Ohio

Baron Law, LLC
Dan A. Baron
Baron Law, LLC

Practice areas: Estate Planning & Probate, Elder Law, Business & Corporate; view more

Licensed in Ohio since: 2015

Education: Cleveland State University Cleveland-Marshall College of Law

Selected to Rising Stars: 2020 - 2025

Baron Law, LLC

5005 Rockside Rd
Independence, OH 44131 Visit website
Details

Dan A. Baron is the founding attorney of Baron Law, LLC, based in Independence, Ohio. Admitted to practice in every Ohio state court, he divides his time among three core areas – estate planning and probate, elder law, and business and corporate counsel. From simple wills and advanced medical directives to sophisticated revocable and irrevocable trusts, he collaborates closely with each client to safeguard assets for future generations. In the elder law arena, his work spans Medicaid and long-term care planning, as well as guardianship and conservatorship proceedings.

In the business and corporate realm, Mr. Baron partners with both emerging entrepreneurs and established enterprises. His services include entity formation, shareholder and employment agreement drafting, regulatory compliance advice, intellectual property protection, litigation support, and mergers and acquisitions. He also crafts comprehensive succession plans to ensure continuity in the event of an owner’s incapacity, retirement or death. His peers have recognized his competence with a “Superb” rating on Avvo.

Mr. Baron earned a Bachelor of Business Administration cum laude from The University of Akron in 2011, then received his Juris Doctor from Cleveland–Marshall College of Law in 2014. As editor-in-chief of The Global Business Law Review, he honed his research and writing skills – talents he has since applied to numerous published articles in professional journals, including the CMBA Bar Journal.

An upstanding figure in the legal circle, Mr. Baron serves on the Cleveland Metropolitan Bar Association, the West Shore Bar Association and the Akron Bar Association, as well as the American Bar Association and the Business Networking Institute. He also teaches estate planning and elder law at several local colleges, and is the founder and editor of Dollars & Sense Magazine.

Beyond his legal practice and academic contributions, Mr. Baron is deeply committed to the greater Cleveland community through speaking engagements, philanthropy and civic involvement.

Practice areas

Estate Planning & Probate, Elder Law, Business/Corporate

Focus areas

Estate Planning, Probate & Estate Administration

  • 50% Estate Planning & Probate
  • 40% Elder Law
  • 10% Business/Corporate

First Admitted: 2015, Ohio

Professional Webpage: https://www.baronlawcleveland.com/attorneys/

Bar / Professional Activity

  • Cleveland Metropolitan Bar Association, Estate Planning Section, Member
  • Society of Financial Service Professionals, 2018
  • Business Networking Institute
  • Akron Bar Association, 2017
  • Elder Counsel, 2017
  • National Academy of Elder Law Attorneys, 2017
  • Estate Planning Section CMBA, 2017
  • Ohio Landscape Association, 2017
  • American Bar Association, 2016
  • Cleveland Metropolitan Bar Association, 2016
  • West Shore Bar Association, 2016
  • Ohio State Bar Association, 2015
  • Cleveland Metropolitan Bar Association, 2012

Special Licenses / Certifications

  • VA Accreditation, 2018

Honors

  • Cleveland Marshall College of Law, Editor in chief, 2015
  • “Superb” rating on Avvo
  • Global Business Law Association, Editor in chief, 2015
  • Associate, Global Business Law Review, 2014
  • Alumni Association, Cleveland Marshall College of Law, 2014
  • Global Student Entrepreneur Award, Global Student Entrepreneur Award, 2003

Educational Background

  • University of Akron, Business Degree, Honors: cum laude, 2012

Scholarly Lectures / Writings

  • Author, “What You Don’t Know Can Hurt You, Asset Protection for You and Your Heirs”

Firm News (Newsletters)

  • Practice tips for young lawyers hanging their shingle, The Good, The Bad, and The Ugly
  • Do you need a trust? The Trust based plan implements everything covered under the Will Based plan while also proving asset protection and probate avoidance. The size of an estate does not always dictate the need for a trust; however, individuals with $500,000-1,000,000 often implement some form of family trust., Do You Need a Trust?, Estate Planning
  • If you’re an Ohio resident concerned with the medical care of a loved one, you should be familiar with Ohio’s laws regarding power of attorney., Changes in Ohio Power of Attorney Laws, Estate Planning
  • Page 26 and 27 Title of Article: Planning for married Couples using portability and by-pass trusts., Estate Planning for Married Couples - Portability versus Bypass trusts, Estate Planning
  • Protecting Your Family and Assets Doesn't Have to Complicated, Estate Planning, Estate Planning
  • When planning for retirement and your estate plan, it’s important to understand how your power of attorney works. Generally, there are two kinds springing and durable power of attorney. A springing power of attorney takes affect if you become incapacitated. In comparison, a durable power of attorney becomes effective as soon as you sign the document, and continues to be effective if you are incapacitated., Durable and Springing Power of Attorney - What's the Difference?, Estate Planning
  • If you’re planning for your Ohio estate plan, then you’re probably lost among the many estate planning terminologies. However, there are numerous estate planning methods to provide safety and security for your family. There are many ways to achieve this including living trusts, testamentary trusts, wills, legacy trusts, power of attorney’s and more. If you have minor children (under the age of 18) it is often suggested to implement a testamentary trust into your last will and testament. How is this different from a living trust you ask? Here ‘s some additional insight., Difference Between Living and Testamentary Trusts, Estate Planning
  • It’s no surprise that Medicaid planning has been a widely discussed topic considering the overwhelming cost of nursing home care. For example, the average daily cost of care in the Midwest is approximately $135 per day. In Ohio, this same care is around $203.00 per day. Put another way, your long term care plan must account for $6090.00 per-month., Medicaid Planning, Estate Planning
  • What is “Probate?” If you’ve begun thinking about your estate planning needs, you might think probate is esoteric or, requires a secret handshake to understand. This blog will help demystify the subject of probate and explain the most frequently asked questions., What is Probate?, Estate Planning
  • The easiest and least complicated way to include a charitable contribution in your estate plan is through your will. The amount you charitably contribute won’t reduce your income taxes, but it may decrease your taxable estate. In addition, this may potentially increase the amount you’ll be able to leave to your heirs. Talk with an estate planning attorney to learn more., Building a Charitable Contribution in your Estate Plan, Estate Planning
  • Recently, a Cleveland, Ohio friend asked if I would draft a will and power of attorney for his parents who reside in New York. Thus, several questions arose Can a Cleveland, Ohio attorney draft a will for an out of state resident? At what point does an attorney’s assistance cross the line into unauthorized practice of law? Does the client’s change in residence to a state in which the attorney is not licensed require the termination of professional relationship or can it continue in some modified form?, Can Lawyers Draft Wills for Out of State Residents?, Estate Planning
  • One way to create a succession plan is through a “cross purchase agreement.” Two concepts stand at the root of all cross-purchase buy-sell agreements: protection and fairness. A surviving business owner wants to be protected from interference by outsiders when a co-owner dies. Concurrently, a business owner wants to assure fair treatment of his or her heirs in the event of death., Business Succession Planning, Business Owners
  • “A trustee shall keep the current beneficiaries of the trust reasonably informed about the administration of the trust and of the material facts necessary for them to protect their interests. Unless unreasonable under the circumstances, a trustee shall promptly respond to a beneficiary’s request for information related to the administration of the trust.”, Trust Beneficiary, Estate Planning
  • Most people have heard the terms “will” and “trust,” but not everyone knows the unique differences between the two. Both trusts and wills are useful estate planning tools, but can serve different purposes. Most importantly, both can work together to create a complete estate plan., What is the Difference Between a Trust and a Will?, Estate Planning

Office location for Dan A. Baron

5005 Rockside Rd
Independence, OH 44131

Phone: 216-223-1992

Selections

6 Years Rising Stars
  • Rising Stars: 2020 - 2025

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