Cavitch Familo & Durkin

09/01/2026

Even when an estate isn't subject to federal tax, electing "portability" via Form 706 allows a surviving spouse to preserve unused estate tax exemptions, which may help protect assets against future tax liabilities.

In our latest blog, James Disantis outlines key considerations and strategic scenarios for filing Form 706.

Read the full blog: https://bit.ly/4xxjVdm

08/24/2026

While non-disclosure agreements in M&A transactions are traditionally viewed as protection for the seller, buyers also face significant risk when an NDA is omitted. Moving forward without one can expose the target company's proprietary information, potentially compromising the core legal value of the assets being acquired.

In our latest blog post, Michael R. Rasor outlines these key considerations for buyers, focusing on trade secret preservation and potential post-closing risks.

Visit our website to read the full blog: https://bit.ly/3Fnwsqk

08/20/2026

We are proud to share that 15 Cavitch attorneys have been recognized in the 2026 edition of The Best Lawyers in America®!

Thirteen of our attorneys were named to The Best Lawyers in America® list, and two were recognized as Best Lawyers: Ones to Watch.

Congratulations to Gregory E. O’Brien, Harold O. Maxfield Jr., James S. Aussem, John Tullio, Lindsey Smith, Mark A. Trubiano, Mary Sotera, Max E. Dehn, Michael C. Cohan, Michael Rasor, Mohammed Bidar, Roger L. Kleinman, Roy A. Krall, Cory Martinson, and Madilyn Maruna for this well-deserved recognition, driven by the feedback of their peers in the legal community.

View our website to view the full firm news story: https://bit.ly/3Y0OpEs

08/18/2026

Ohio House Bill 446 is currently progressing through the state legislature. If enacted, HB 446 would introduce modern updates to trust administration in Ohio—including formal statutory frameworks for Trust Protectors.

A Trust Protector can provide flexibility, allowing a trust to adapt to changing family dynamics, updated tax laws, and unforeseen life events without requiring court intervention.

In our latest blog, Bradley Somogyi breaks down HB 446 and discusses what these proposed updates could mean for future estate planning.

Visit our website to view our blogs: https://bit.ly/3Fnwsqk

08/12/2026

Ohio House Bill 446 proposes major updates to estate plans. Is it time to review long-term asset protection strategies?

Rules for trust protectors explained.

08/11/2026

In today’s fast-paced market, businesses don't just need legal defense, they need proactive, strategic counsel that aligns with their long-term commercial goals.

At Cavitch, Familo & Durkin, our business and corporate law practice supports organizations at every stage of their lifecycle. From foundational corporate structuring and complex mergers and acquisitions to day-to-day employment counsel and strategic risk management, we help you navigate with confidence.

08/07/2026

Cavitch was proud to sponsor the Northern Ohio Association of Financial Professionals annual golf outing again this year. Shareholders John Calabrese and James Aussem had a fantastic time connecting with local financial professionals and supporting NOAFP's mission in our community.

08/04/2026

Securing the financial future of a loved one with special needs requires careful, tailored planning.

In our latest blog post, Katie Mangan breaks down how a Third-Party Supplemental Needs Trust works, how it differs from other planning tools, and why it's a beneficial option for protecting your family member’s eligibility for essential public benefits.

Read the full article here: https://bit.ly/4hDUm4Y

If a third-party supplemental needs trust sounds like it may benefit your family, we encourage you to contact our office. We would be happy to discuss your circumstances and help you determine whether this planning tool is the right fit for your estate plan and your loved one's future.

07/30/2026

We’re thrilled to see Cavitch shareholder Mike Rasor being cast as Deputy Ryder in The Drifter, a feature film starring Kate Beckinsale and Dermot Mulroney, currently filming in Aurora.

Major productions choosing Northeast Ohio highlight why our region is becoming a go-to filming destination. Beyond our great locations and talented local crews, production companies benefit from the Ohio Motion Picture Tax Credit.

At Cavitch, Familo & Durkin, our Entertainment Law Practice Group works behind the scenes to help production companies, filmmakers, talent, and investors navigate things like:

-Film financing & state tax credit optimization
-Location, distribution, and talent contracts
-Production entity structuring & IP protection

Bringing a creative project or production to Ohio? Reach out to our Entertainment Law team to discuss your specific project and see how we can help you navigate local incentives from script to screen.

07/29/2026

We are proud to share that 10 Cavitch attorneys have been selected for inclusion on the 2027 Ohio Super Lawyers and Rising Stars lists. This honor reflects our team's steadfast commitment to legal excellence, professional integrity, and high-caliber client representation.

2027 Ohio Super Lawyers:
Harold O. Maxfield Jr.
Greg E. O’Brien
Michael R. Rasor
Michael C. Cohan
Roger L. Kleinman
Roy A. Krall

2027 Ohio Rising Stars:
Cory J. Martinson
Madilyn Maruna
Amanda C. May
Hannah Mahaffey

Join us in congratulating our recognized attorneys on this well-deserved achievement!

Read the full firm announcement: https://bit.ly/4h40R0N