David M. Lenz J.D.
Managing Partner, Schneider Smeltz Spieth Bell LLP
David M. Lenz is a managing partner in the law firm of Partner at Schneider Smeltz Spieth Bell LLP.
His practice focuses on planning for and administering wealth transfer for individuals and families. He develops comprehensive plans that can involve complex charitable, retirement, and tax planning strategies, including commonly overlooked items such as digital assets and pets, and also helps families communicate their goals and purpose to the next generation. Beyond representing individuals with respect to their personal charitable planning, David also counsels organizations on issues ranging from formation and filing of applications for tax-exempt status for start-up nonprofit organizations to planned giving for established public charities and governance and compliance for private family foundations.
David is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust, and Probate Law and was a part of the Ohio State Bar Association's subcommittee that led to the adoption of the Revised Uniform Fiduciary Access to Digital Assets Act in Ohio in 2017. He is a frequent speaker and author on estate planning with digital assets and charitable planning.
His practice focuses on planning for and administering wealth transfer for individuals and families. He develops comprehensive plans that can involve complex charitable, retirement, and tax planning strategies, including commonly overlooked items such as digital assets and pets, and also helps families communicate their goals and purpose to the next generation. Beyond representing individuals with respect to their personal charitable planning, David also counsels organizations on issues ranging from formation and filing of applications for tax-exempt status for start-up nonprofit organizations to planned giving for established public charities and governance and compliance for private family foundations.
David is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust, and Probate Law and was a part of the Ohio State Bar Association's subcommittee that led to the adoption of the Revised Uniform Fiduciary Access to Digital Assets Act in Ohio in 2017. He is a frequent speaker and author on estate planning with digital assets and charitable planning.