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susan-l-racey

Susan L. Racey

Susan Racey focuses her practice in the areas of estate and business succession planning, probate and trust administration, charitable giving, taxation, guardianships, and equine law.

In addition, Susan enjoys a reputation as a respected advocate in the specialized area of probate litigation.

An OSBA Certified Specialist in Estate Planning, Trust and Probate Law, Susan designs estate plans through the use of wills, trusts, limited liability companies, family limited partnerships, and other vehicles. She handles the administration of complex trusts and estates, as well as litigation involving contested matters in the probate courts. She frequently advises individuals and charities on the issues of charitable giving. She has lectured on a wide variety of estate planning and probate topics.

Highly respected in the Cleveland market, Susan is ranked in Chambers USA’s High Net Worth Guide 2021: Private Wealth Law (Ohio). Sources describe her as a “fierce advocate for her clients” and “very thorough, very careful and very nice to work with.”

Education
Case Western Reserve University School of Law (J.D., magna cum laude, 1989); Order of the Coif; Law Review, Editor
University of Dayton (B.A., 1986)
State Admissions
Ohio, 1989
Florida, 2016
Certifications
OSBA Certified Specialist in Estate Planning, Trust and Probate Law
Service Areas
Financial Services
Opportunity Zones
Corporate Law
Estates, Trusts & Probate
Industries Represented
Accounting Firms
Civic Organizations
Nonprofit Organizations
Private Households & Individuals
Professional Organizations
Real Estate
Religious Organizations

Legislative Testimony

Recent Speaking Engagements

  • “For Better or for Worse: Status of Marital Agreements in Ohio and New Developments,” 15th Annual Estate Planning Seminar, Boy Scouts of America (September 2020)
  • “Claims Against the Estate,” 14th Annual Estate Planning Seminar, Boy Scouts of America, Cleveland, Ohio (September 2019)
  • “Till Divorce or Death Do Us Part: Status of Marital Agreements in Ohio and New Developments,” Marvin R. Pliskin Advanced Probate and Estate Planning Seminar, Columbus, Ohio (September 2019)
  • “Until Divorce or Death Do Us Part,” Hot Topics for Estate Planners, Cleveland Metropolitan Bar Association, Cleveland, Ohio (June 2019)
  • “Estate Planning Charitable Giving: What, Why, and How?”, Planned Giving Breakfast, Cleveland Metroparks and Cleveland Zoological Society, Cleveland, Ohio (March 2019)

Publications

Media

  • Chambers High Net Worth
    • Private Wealth Law (Ohio) (2021)
  • Martindale-Hubbell® AV Preeminent® Peer Rating
  • ALM, Women Leaders in the Law (2015)
  • Ohio Super Lawyers® (2006-2022)
  • The Best Lawyers in America® (2007-2022)
    • 2017 Cleveland Lawyer of the Year (Litigation – Trusts and Estates)
  • American College of Trust & Estate Counsel, Fellow
  • Case Western Reserve University School of Law, Planned Giving Committee
  • Cleveland Metropolitan Bar Association
    • Estate Planning, Probate & Trust Law Section
      • Chair (2009)
      • Vice Chair (2008)
      • Secretary (2007)
      • Treasurer (2006)
      • Speakers Chair (2005)
  • Cleveland Metropolitan Bar Foundation
    • Trustee (2010-2015)
    • Communications & PR Committee, Co-Chair (2010-2011, 2013-2015)
  • Ohio State Bar Association
    • The Marvin R. Pliskin Advanced Probate and Estate Planning Seminar, Co-Chair (2021)
    • Estate Planning, Trust and Probate Law Section, Member
    • Council of Estate Planning, Trust and Probate Law Section
      • Executive Committee, Treasurer
  • Cuyahoga County Bar Association, Unauthorized Practice of Law Committee (2006-2007)
  • Estate Planning Institute
    • Chairman (2003)
    • Curriculum Committee (1999-present)
  • Fieldstone Farm Therapeutic Riding Center, Trustee (2014-2019)
  • Fieldstone Farm Therapeutic Riding Center (TRC) Foundation, Trustee (2020-present)
  • Cleveland Zoological Society, Board of Trustees (2020-present)
  • Susan G. Komen Northeast Ohio, Founding Pink Diva (2019-present)
  • Hattie Larlham, Art in the Woods, Planned Giving Co-Chair
  • University Hospitals Diamond Advisory Group