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Joseph M. Ferraro

Counsel
Cleveland, OH | D 216.696.5872 | F 216.592.5009
overview

Joseph Ferraro focuses his practice on estate planning, trust and estate administration, charitable giving, and estate, gift, and income taxation.

Joe works closely with high net worth individuals and families and their professional advisors to create estate plans that best meet their goals.

Joe strives to educate clients so they have a strong understanding of their plans. He uses trusts, business entities, and gifting strategies to assist them in structuring their estate plans and transferring assets to accomplish their personal and tax savings objectives. He also counsels families and fiduciaries during the administrative process after the death or disability of a client.

As an attorney licensed to practice in Ohio and Florida, Joe is able to counsel individuals and families with connections to both states.

A native of northeast Ohio, Joe enjoys all things Cleveland, including the food scene, the Metroparks, exploring the neighborhoods, and cheering on the sports teams. He also enjoys traveling, cooking, and remaining active through sports and hiking.

education & admissions

education

  • The Ohio State University Moritz College of Law (J.D., 2013); Moritz Leadership Scholarship; Ohio State Journal of Criminal Law, Associate Editor
  • Miami University (B.S., cum laude, 2010); Marathon Oil Scholarship in Accounting

state admissions

  • Ohio, 2013
  • Florida, 2015
services & industries
experience
publications & events

Speaking Engagements

  • "Estate Planning Charitable Giving: What, Why, and How?", Planned Giving Breakfast, Cleveland Metroparks and Cleveland Zoological Society, Cleveland, Ohio (March 2019)
  • "Ohio Law Update," 44th Annual Estate Planning Institute, Cleveland Metropolitan Bar Association, Cleveland, Ohio (October 2017)
  • "2015 Estate Planning Essentials for Financial Advisors," Ohio Department of Insurance, Independence, Ohio (December 2015)
  • "Trust Funding," The ProSuiteTM Training Solution, Independence, Ohio (November 2015)
  • "Estate Planning Basics," Ameriprise Education Morning, Cleveland, Ohio (October 2015)
  • "Estate Planning for LGBT Couples after Obergefell v. Hodges," 56th Semi-Annual Collegium, National Network of Estate Planning Attorneys, Orlando, Florida (October 2015)
  • "Estate Planning for Unmarried Couples," 55th Semi-Annual Collegium, National Network of Estate Planning Attorneys, Indianapolis, Indiana (March 2015)
  • "12 Cutting Edge Estate Planning Strategies Every Financial Advisor Should Know About," Ohio Department of Insurance, Independence, Ohio (December 2014)

Publications

honors
affiliations
in the community
  • Estate Planning Council of Cleveland
  • Ohio State Bar Association
    • Estate Planning, Probate, and Trust Law Section
  • The Florida Bar
    • Real Property, Probate, and Trust Law Section
  • Cleveland Metropolitan Bar Association
    • Estate Planning, Probate, and Trust Law Section
  • Lake County Bar Association
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