David M. Lenz
About David M. Lenz
David M. Lenz is a Partner at Schneider Smeltz Spieth Bell LLP in Cleveland, Ohio, where he has worked since 2016. He specializes in advising nonprofit organizations, estate planning, and tax matters, and has been recognized for his contributions to the legal field.
Work at Schneider Smeltz Spieth Bell LLP
David M. Lenz serves as a Partner at Schneider Smeltz Spieth Bell LLP, a position he has held since 2016. He previously worked at Schneider, Smeltz, Ranney & LaFond, where he was a Partner from 2013. His office is located at 1375 E. Ninth Street, Suite 900, Cleveland, OH 44114. In his role, he advises nonprofit organizations on entity formation and tax exemption applications. He has also been named Managing Partner of the firm effective January 1, 2020.
Education and Expertise
David M. Lenz obtained his Juris Doctor from The Ohio State University Moritz College of Law, completing his studies from 2003 to 2006. He also holds a Bachelor of Science in Economics and a Bachelor of Arts in Political Science, both from The Ohio State University, where he studied from 1999 to 2003. Lenz is a certified Ohio State Bar Association Specialist in Estate Planning, Trust, and Probate, and he handles complex charitable, retirement, and tax planning matters.
Background
David M. Lenz has a strong background in law and finance, with a focus on estate planning and nonprofit advisory services. He has experience in probate litigation, including will contests and claims of breach of fiduciary duty. Lenz is also involved in planning for digital assets and care for family members or pets. His professional affiliations include acceptance into the Ohio State Bar Association Leadership Academy and being elected as a Fellow of The American College of Trust and Estate Counsel.
Achievements
David M. Lenz has been recognized in Crain's Cleveland Business - Legal Industry Survey. He has presented at various conferences, including the 2015 American Law Institute's Annual Estate Planning in Depth Conference and the March 2020 Education Meeting of the Financial Planning Association® of Northeast Ohio. His presentations have covered topics such as 'Gifts of Non-Cash Assets from Real Estate to Virtual Currency'. Additionally, he was elected to serve on the National Church Council of the Evangelical Lutheran Church in America.