Practice areas: Estate Planning & Probate, Business & Corporate; view more
Licensed in Ohio since: 2015
Education: Cleveland State University Cleveland-Marshall College of Law
Call today:
216-223-1992
Baron Law, LLC
5005 Rockside RoadSuite 600-120
Independence, OH 44131 Visit website
Dan Baron is an Ohio estate planning, probate, and business succession attorney and the founder of Baron Law, LLC in Independence, Ohio. He helps individuals, families, and business owners throughout Cleveland and Northeast Ohio protect their wealth, settle estates and trusts, and pass their businesses on to the next generation.
Estate Planning
Dan prepares wills, revocable living trusts, irrevocable trusts, durable financial powers of attorney, health care powers of attorney, and living wills for clients across Cuyahoga County and Northeast Ohio. For clients with significant assets, he designs advanced strategies to reduce estate and gift taxes and protect wealth. These include:
- Ohio Legacy Trusts
- Spousal lifetime access trusts (SLATs)
- Irrevocable life insurance trusts (ILITs)
- Grantor retained annuity trusts (GRATs)
- Dynasty trusts
- Family limited partnerships and LLCs
- Charitable remainder trusts
He also prepares special needs trusts for families with a loved one with a disability. He uses transfer-on-death designation affidavits and beneficiary planning to keep assets out of probate. His plans focus on probate avoidance, asset protection, incapacity planning, and preserving family wealth across generations. He explains each document in plain language and reviews plans as clients’ family and financial circumstances change.
Probate & Trust Administration
Dan represents executors, administrators, trustees, and beneficiaries in probate and trust administration, including matters before the Cuyahoga County Probate Court. He handles estate settlement from start to finish: opening the estate, preparing inventories and asset valuations, addressing creditor claims, filing estate tax returns, transferring real estate and investment accounts, and making final distributions. He also handles:
- Ancillary probate for out-of-state property
- Release from administration for smaller estates
- Trust administration outside of court, including guiding trustees through their fiduciary duties
- Disputes involving will and trust contests, trustee and executor accountability, and beneficiary rights
Business Succession Planning
With a business administration degree and a background in corporate law, Dan helps owners of family businesses and closely held companies plan for the transfer of ownership at retirement, incapacity, or death. His succession planning work includes:
- Buy-sell agreements, including those funded by life insurance
- Operating and shareholder agreement provisions that govern ownership transfers
- Recapitalizing companies into voting and nonvoting interests
- Gifting and sale strategies that use trusts to shift business value to the next generation at reduced tax cost
- Planning for sales to partners or key employees
He coordinates each owner’s succession plan with their personal estate plan. This protects the value of the business, keeps operations running, and gives family members, partners, and successors a clear path to ownership.
Education, Recognition, and Community
- Bachelor of Business Administration, cum laude, The University of Akron (2011)
- Juris Doctor, Cleveland-Marshall College of Law (2014); Editor-in-Chief, The Global Business Law Review
- “Superb” rating on Avvo
- Published author, including articles in the CMBA Bar Journal; founder and editor of Dollars & Sense Magazine
- Teaches estate planning at local colleges and speaks regularly on trusts, probate avoidance, asset protection, and business succession planning
- Member of the Cleveland Metropolitan Bar Association, West Shore Bar Association, Akron Bar Association, and American Bar Association
Practice areas
Estate Planning & Probate, Business/CorporateFocus areas
Business Formation and Planning, Business Organizations, Estate Planning, Probate & Estate Administration
- 60% Estate Planning & Probate
- 40% Business/Corporate
First Admitted: 2015, Ohio
Professional Webpage: https://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
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”
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
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
Office location for Dan Baron
5005 Rockside Road
Suite 600-120
Independence, OH 44131
Phone: 216-223-1992
Selections
- Super Lawyers: 2027
- Rising Stars: 2020 - 2025