Aaron H. Kaplan

Aaron focuses his practice on estate planning, probate administration, and trust administration, providing counsel to individuals, families, small businesses, and tax-exempt organizations.  Aaron currently serves as vice chair of the Cincinnati Bar Association’s Estate Planning & Probate Committee and is a member of the planning committee which prepares the CBA’s annual advanced estate planning seminar.  He also serves on the board of the Greater Cincinnati Planned Giving Council and is a member of the Dan Beard Council (Boy Scouts of America) Planned Giving Committee. Elsewhere in the community, Aaron is a graduate (Class 10) of the Cincinnati USA Regional Chamber’s C-Change program, an intensive leadership development and community engagement experience for professionals in their 30s and early 40s.  He is also a member of the Jewish Federation of Cincinnati’s Jewish Professional Advisors Network where he serves on the organization committee.

Aaron has worked with estate planning clients on matters such as dynasty trusts, trusts for children with special needs, planning for international clients who may be new to Cincinnati or new to the United States, the minimization of estate, gift and generation-skipping transfer taxes, business succession planning for small businesses and privately held entities, charitable trusts, Ohio Legacy Trusts, and related wealth transfer issues. He feels, though, that the most rewarding aspect of estate planning is simply the ability to serve personally as a trusted family advisor and thereby counsel clients of all ages and all circumstances through important family concerns around things like inheritance, incapacity, and asset protection – often at the most difficult times. Whether a client’s needs are as simple as a will to name guardians for minor children or a review of old estate documents or whether that client needs sophisticated estate tax planning, Aaron is ready to help.

Quoted, “What to Know About RMDs and Retirement Planning,” The Wall Street Journal, Nov. 27, 2022.

Featured, “Executor holds cards in administering estate, so pick wisely,” Cleveland Jewish News, Nov. 17, 2022.

Co-author, “What Happened To My Stretch IRA?,” Venue Lifestyle & Event Guide (2021, Volume 4), Nov. 2021.

Co-author, “Beneficiary Designation Alert: U.S. Supreme Court Addresses Law Invalidating Ex-Wife As Insurance Beneficiary,” Probate Law Journal of Ohio, Sept./Oct. 2018.

Presenter, “Impact of the Recent Tax Reform Law on Charitable Giving,” Dan Beard Council, Boy Scouts of America Planned Giving Committee, March 2018.