Patrick J. Saccogna

PATRICK J. SACCOGNA, J.D., LL.M., CPA (inactive), AEP® is a partner in the Personal & Succession Planning practice group of the law firm of Thompson Hine LLP, in Cleveland, Ohio. He focuses his practice on counseling high net worth individuals, families, and closely-held businesses in a wide range of personal, charitable, business and succession planning matters, including designing and implementing leading-edge planning tools, structures, strategies, and financial transactions, including split-interest trusts, charitable trusts, insurance trusts, and other revocable and irrevocable trusts, partnerships, limited liability companies, corporations, and private foundations, gift, sale, and lending transactions, trust decanting transactions, statutory and non-statutory private settlement agreements, and other complex entities and transactions, multi-generational wealth transfer planning, asset protection and probate avoidance planning, income, estate, gift and generation-skipping transfer (GST) tax planning and compliance, and transfer tax audit defense matters. He also represents beneficiaries and individual and corporate executors and trustees in a variety of estate and trust administration, tax compliance, and fiduciary litigation matters.

Patrick is a Fellow in the American College of Trust and Estate Counsel (ACTEC), a Certified Public Accountant (CPA) (inactive) in Ohio, and is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils. He was selected as the Best Lawyers® 2017 “Lawyer of the Year” (Cleveland: Closely Held Companies and Family Businesses Law), selected for inclusion in The Best Lawyers in America (2014 to 2017), selected for inclusion in Super Lawyers in Ohio Super Lawyers Magazine (2008 to 2016), and is AV® Preeminent Rated™ by Martindale-Hubbell.