Dan Baron

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

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

Honors

• Cleveland Marshall College of Law, Editor in chief, 2015
• Ohio Super Lawyer Rising Star
• “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

Awards

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Avvo Client's Choice Award: This award is granted to attorneys with at least 5 reviews with 4+ stars in a given year on Avvo.com