Professional Experience
Lacie is an attorney with the firm’s Tax and Wealth Management section. She has a general tax practice with emphasis on employee benefits, ERISA, estate planning, federal, state and local tax, elder law and pet trusts.
Lacie graduated from Kenyon College with a major in Political Science and a minor in Religious Studies. She attended the Cleveland-Marshall College of Law and then later obtained her Masters of Law in Taxation from Case Western Reserve University School of Law.
Prior to joining Walter & Haverfield, Lacie was a member of the estate and business succession planning department of a large accounting firm where she focused on trust, estate and gift tax matters.
Professional & Community Associations
- Ohio State Bar Association
- Cleveland Bar Association
- Tax Club of Cleveland
- Volunteers at Community Legal Aid Services, Low Income Taxpayer Clinic
Presentations
"Setting up Fido for Life: Estate Planning for Pet Owners " through the Cuyahoga County Bar Association on September 19, 2007.
Articles
October 2007 – In an article entitled, “Who will care for Fido or Rover?”, published in the October 19, 2007 issue of the Cleveland Jewish News, Lacie discussed the establishment of “pet trusts” and their benefits for both pet owners and their animals.
September 2007 - Lacie was quoted extensively in an article discussing "pet trusts" which appeared in the September 4, 2007 issue of "USA Today" newspaper.
August 2007 – Lacie
was featured in a Crain's Cleveland Business article addressing Ohio's new "pet trust" legislation. In the article entitled "Gone to the Dogs", Lacie discusses the new benefits provided by this legislation for pet owners and their animals.
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