Monty L. Donohew, LPA

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Monty L. Donohew, LPA

Estate Planning, Elder Law, Trusts, Wills & Probate, Power of Attorney

  • Fax: 866-904-9638
  • Firm Size: 1 attorney; 3 staff members (paralegals)
  • Firm Year: 2001

855-861-6182

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Monty Lee Donohew

VERIFIED Credentials and Bar Status verified by Lawyer.com on Jan 26 2011
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Trusts, Estate, Wills & Probate

Attorney Monty L. Donohew practices in many areas of estate planning, succession planning, asset protection, wills, trusts and probate. He concentrate... (more)

Attorney Monty L. Donohew practices in many areas of estate planning, succession planning, asset protection, wills, trusts and probate. He concentrates his practice in strategic trust planning and wealth advisory law.

Licensed to practice law since 1987, Monty has been admitted to practice in Ohio, Missouri, and Illinois and  currently practices in Ohio and Missouri. Admitted to practice  before the United States District Court for the Eastern District of Missouri, and before the United States District Court for the Northern District of Ohio, he  is a member of several state and local bar associations, among them being the Ohio State Bar Association, Stark County Bar Association, Portage County Bar Association,  Missouri Bar Association, and St. Louis County Bar Association.

Monty received his Juris Doctorate from Washington University Law School in St. Louis, where he served on the Washington University Law Quarterly, Washington University's most prestigious law journal.  Monty received his B.A. in political science from Eastern Illinois University, where he attended on a full academic scholarship. While at Eastern, he was an annual award winner in the social sciences writing competition, and received a coveted appointment to the Student Legal Services Board.
 
Monty is a member of the National Academy of Elder Law Attorneys, Inc. (NAELA), a professional association of attorneys concerned with improving the availability and delivery of legal services to older persons, their families and care givers.   Monty is also a member of the National Family Caregivers Association (NFCA), a non-profit organization dedicated to supporting and improving the lives of America’s family care givers, and the ARCH National Respite Network, a non-profit organization supporting a national effort to make respite and crisis care available for all families caring for the elderly, among others.  Monty is a member of the National Long Term Care Institute, and the National Care Planning Council, each which seeks to promote national planning for long-term and disability care.

Monty is a state liaison for the  National Healthcare Decisions Day (NHDD) Initiative,  a collaborative effort of national, state and community organizations committed to ensuring that all adults with decision-making capacity in the United States have the information and opportunity to communicate and document their healthcare decisions.  

Monty is a frequent speaker at seminars and workshops. He has conducted “in-house” estate planning classes for several insurance agencies, brokers, and senior service organizations and groups.  He presents bi-annually a twenty-hour educational seminar approved for continuing professional education credit entitled, Estate Planning and the Insurance Professional.  He is also a frequent speaker at continuing legal education programs sponsored by the National Business Institute, including most recently, contributing to  the program entitled Planning for Retirement and Long Term Care, in Cleveland, Ohio.  Monty is also a frequent guest lecturer at Summa Western Reserve Hospital, where he teaches at Grand Rounds on a variety of subjects, such as privacy under the Health Insurance Portability and Accountability Act (HIPAA) of 1996, medico-legal documentation, and deposition strategies.  

Monty has numerous publishing credits, including having contributed to the Ohio State Bar Association “News You Can Use.” He has contributed articles relating to drafting trusts and estate planning documents to materials published by the National Business Institute.  Among his contributions are articles or outlines regarding long term care planning, retirement planning, non-qualified annuities, life insurance, reverse mortgages, drafting trusts, and the use of long term care insurance and modified endowment contracts in an estate plan. Understanding Long Term Care Options, assists professional advisers in considering the bewildering array of issues confronting the elderly when selecting from long-term care alternatives.

Guardianship

  • Monty has numerous publishing credits, including having contributed to the Ohio State Bar Association “News You Can Use.” He has contributed articles relating to drafting trusts and estate planning documents to materials published by the National Business Institute.  Among his contributions are articles or outlines regarding long term care planning, retirement planning, non-qualified annuities, life insurance, reverse mortgages, drafting trusts, and the use of long term care insurance and modified endowment contracts in an estate plan. Understanding Long Term Care Options, assists professional advisers in considering the bewildering array of issues confronting the elderly when selecting from long-term care alternatives.

    Monty’s list of publishing credits include:

            Estate Planning Learning Center, www.donohew.com, Monty L. Donohew, LPA (2006-2010);

            Estate Planning Information Center- The Blog,  http://estateplanningcenter.blogspot.com/ (2004-2010);

            “Beware of Direct Transfer Designations- TOD's, POD's, and Simple Beneficiary Designations,” Ezine @rticles (2010);

            “Does Your Trust Discourage Guardianship? Most Don't Do Enough!” Ezine @rticles (2010);  

            “Funding Your Trust with Bonds,” Ezine @rticles (2010);

            “Avoiding Sham Trusts and Trust Schemes- Part I- Sham Trusts”; Ezine @rticles (2010);

            “Avoiding Sham Trusts and Trust Schemes- Part II- Trust Schemes”; Ezine @rticles (2010);

            “Powers of Attorney Fail to Prevent Guardianship,” Ezine @rticles (2010);
     
            Multi-State Guide to Buying and Selling Real Estate, Covenant Title Agency, Ltd. (2005);

            Outliving Your Money: A Fate Worse Than Death, Senior Legacy Publishing, 2003;

            “Understanding Long-Term Care Options,” Ohio Estate, Financial and Health Care Planning for Elder Clients, National Business Institute, Inc., 2003;

            “Creating Asset Protection Tools,” Paralegals, Planning, and the Mature Client in Ohio, National Business Institute, Inc., 2002;

            “Drafting Revocable Living Trusts,” Estate Planning for Paralegals, National Business Institute, Inc., 2001;

            Online Estate Planning Learning Center, Schumacher Publishing, 2000, 2001, 2002, 2003, 2004,  2005, 2006, and 2007;

            Your Estate Matters, Monty L. Donohew & Associates, LPA, 2003 and 2004; Monty L. Donohew, LPA, 2006-2009.

            Long Term Care Planning and Real Estate Titles, Presentation before the Cuyahoga Board of Realtors, 2004.

            Institutionalized Against Your Will: Advanced Estate Planning to Prevent Guardianships for the Elderly, 2009;

    Monty has also written workbooks and articles on asset preservation techniques for businesses, including the following subject matter: Mechanic's Liens; OSHA Inspections: Strategies and Tactics; Employee Handbooks: Strategies for Limiting Liability; Avoiding Liability for Workplace Sexual Harassment; Strategies and Tactics for Balancing Bonding Requirements and Estate Planning Needs; Qualified Disclaimers and Business Succession Planning; "Estate Freeze" Techniques for Small Businesses; and Section 1031 Exchange Trusts
Monty L. Donohew, LPA
3743 Boettler Oaks Dr.
Uniontown, OH 44685
40.961292,-81.42904

MAIN LOCATION

3743 Boettler Oaks Dr.
Uniontown, OH 44685


Other Locations:
  • Enterprise Place
    3401 Enterprise Parkway • Ste 340
    Beachwood, OH 44122

    Metro V
    655 Metro S • Suite 600
    Dublin, OH 43017

    Office Suites at Blue Ash
    11427 Reed Hartman Highway
    Cincinnati, OH 45241

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