Erica K. Williams

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.