David W. Woodburn

Shareholder
Cleveland
1375 East Ninth Street
One Cleveland Center, 10th Floor
Cleveland, OH 44114
P 216.820.4234
F 216.623.0134
P 216.820.4234 | F 216.623.0134

Overview

Mr. Woodburn’s practice is primarily focused in the area of estate planning law, with an emphasis on business succession and asset protection planning. Mr. Woodburn represents professionals and closely held business owners and counsels them in developing plans designed to reduce estate tax exposure and maximize wealth preservation for desired heirs. He works to make sure each client’s plan is personalized to reflect his or her personal goals.

Mr. Woodburn also deals with many facets of probate litigation and inheritance controversies, including will contests, trust challenges, undue influence, and fiduciary duty questions. He routinely handles trust and estate administrations and assists individuals in modifying and reforming irrevocable trusts that no longer comport with the individuals’ desired goals.

A large portion of Mr. Woodburn’s practice centers on real estate transactions and advising individual homeowners and businesses entering into sales agreements and dealing with residential and commercial issues such as easements, property restrictions and related disputes.

Mr. Woodburn is a frequent speaker on Estate Planning issues on behalf of various local charities and financial institutions, and also serves as an editor for Properties Magazine.
 

Services

Education

  1. The University of Akron School of Law, J.D.
  2. The University of Akron College of Business Administration, M.B.A.
  3. University of Miami, B.S.

Credentials

Bar Admissions
  1. Ohio

Recognitions

  • Named to The Best Lawyers in America® (2007-2019)
  • Selected as an "Ohio Super Lawyer" by Ohio Super Lawyers magazine (2012-2018)
  • Crain’s Cleveland's "40 under Forty" award recipient
  • Greater Akron Chamber "30 for the Future Award" award recipient (2010)
  • Leadership Akron, Class XXII

Affiliations

Professional Affiliations
  • Akron Bar Association
    • Estate Planning, Probate & Elder Law Section, Member
    • Probate Law Section, Past President
    • Scholarship Committee, Past Member
  • Ohio State Bar Association
    • Real Property, Probate and Trust Law Section, Member
    • Young Lawyers Section, Past Board of Governors
  • American Bar Association
    • Real Property, Probate and Trust Law Section, Member
    • Young Lawyers Section and Sports & Entertainment Section, Past Member
  • Cleveland Metropolitan Bar Association
Community Affiliations
  • Stewart’s Caring Place (Akron), Trustee
  • Habitat for Humanity of Summit County, Emeritus Trustee and Past President
  • Akron Tax & Estate Planning Council, Past President
  • First United Methodist Church of Akron, Past Trustee
  • Community Health Center Foundation, Past Trustee
  • Ohio Presbyterian Retirement Services Foundation, Past Trustee
  • Rockynol Local Board, Past President and Past Trustee
  • Greenleaf Family Center, Past Trustee
  • St. Hilary School Board, Past President and Past Trustee

Insights

  1. Articles
    Avoiding Common Property Ownership Issues - Properties Magazine (2016)
    Do Your Due Diligence - Properties Magazine (2014)
    Asset Protection Opportunity for Physicians - MD News Magazine (September/October 2013)
    Asset Protection for Developers/Builders - Properties Magazine (July 2013)
    New Estate Planning Concerns in Light of Recent Tax Changes (co-author) - Aspatore Books (2013)
  2. Presentations
    "Modifying & Decanting Irrevocable Trusts" - Cuyahoga Metropolitan Bar Association Probate Section (2017)
    "Employee Drug & Alcohol Testing and Background Checks" - The Alternative Board #200 and 201 (February 2017)
    "Creating a Legacy" - AXA Advisors Presentation (2017)
    "All New Inheritance Controversies - What to do When the Cocktail Waitress Inherits Everything 2.0" - Ohio Society of CPAs (2016)
    "It's Tax Time! Let's Talk About Business Succession Planning" - The Ohio Society of Certified Public Accountants (OSCPA) (2015)
  3. Firm News
    Roetzel Adds Seven Attorneys in Ohio and Florida (Apr 11, 2019)
    David Woodburn Quoted on Cleveland.com
    David Woodburn Quoted in 3 Articles in Cleveland Jewish News
    David Woodburn Quoted in 4 Articles in the Akron Beacon Journal
    David Woodburn Quoted on CNN.com

Overview

Mr. Woodburn’s practice is primarily focused in the area of estate planning law, with an emphasis on business succession and asset protection planning. Mr. Woodburn represents professionals and closely held business owners and counsels them in developing plans designed to reduce estate tax exposure and maximize wealth preservation for desired heirs. He works to make sure each client’s plan is personalized to reflect his or her personal goals.

Mr. Woodburn also deals with many facets of probate litigation and inheritance controversies, including will contests, trust challenges, undue influence, and fiduciary duty questions. He routinely handles trust and estate administrations and assists individuals in modifying and reforming irrevocable trusts that no longer comport with the individuals’ desired goals.

A large portion of Mr. Woodburn’s practice centers on real estate transactions and advising individual homeowners and businesses entering into sales agreements and dealing with residential and commercial issues such as easements, property restrictions and related disputes.

Mr. Woodburn is a frequent speaker on Estate Planning issues on behalf of various local charities and financial institutions, and also serves as an editor for Properties Magazine.
 

Education

  1. The University of Akron School of Law, J.D.
  2. The University of Akron College of Business Administration, M.B.A.
  3. University of Miami, B.S.

Credentials

Bar Admissions
  1. Ohio

Recognitions

  • Named to The Best Lawyers in America® (2007-2019)
  • Selected as an "Ohio Super Lawyer" by Ohio Super Lawyers magazine (2012-2018)
  • Crain’s Cleveland's "40 under Forty" award recipient
  • Greater Akron Chamber "30 for the Future Award" award recipient (2010)
  • Leadership Akron, Class XXII

Affiliations

Professional Affiliations
  • Akron Bar Association
    • Estate Planning, Probate & Elder Law Section, Member
    • Probate Law Section, Past President
    • Scholarship Committee, Past Member
  • Ohio State Bar Association
    • Real Property, Probate and Trust Law Section, Member
    • Young Lawyers Section, Past Board of Governors
  • American Bar Association
    • Real Property, Probate and Trust Law Section, Member
    • Young Lawyers Section and Sports & Entertainment Section, Past Member
  • Cleveland Metropolitan Bar Association
Community Affiliations
  • Stewart’s Caring Place (Akron), Trustee
  • Habitat for Humanity of Summit County, Emeritus Trustee and Past President
  • Akron Tax & Estate Planning Council, Past President
  • First United Methodist Church of Akron, Past Trustee
  • Community Health Center Foundation, Past Trustee
  • Ohio Presbyterian Retirement Services Foundation, Past Trustee
  • Rockynol Local Board, Past President and Past Trustee
  • Greenleaf Family Center, Past Trustee
  • St. Hilary School Board, Past President and Past Trustee

Insights

  1. Articles
    Avoiding Common Property Ownership Issues - Properties Magazine (2016)
    Do Your Due Diligence - Properties Magazine (2014)
    Asset Protection Opportunity for Physicians - MD News Magazine (September/October 2013)
    Asset Protection for Developers/Builders - Properties Magazine (July 2013)
    New Estate Planning Concerns in Light of Recent Tax Changes (co-author) - Aspatore Books (2013)
  2. Presentations
    "Modifying & Decanting Irrevocable Trusts" - Cuyahoga Metropolitan Bar Association Probate Section (2017)
    "Employee Drug & Alcohol Testing and Background Checks" - The Alternative Board #200 and 201 (February 2017)
    "Creating a Legacy" - AXA Advisors Presentation (2017)
    "All New Inheritance Controversies - What to do When the Cocktail Waitress Inherits Everything 2.0" - Ohio Society of CPAs (2016)
    "It's Tax Time! Let's Talk About Business Succession Planning" - The Ohio Society of Certified Public Accountants (OSCPA) (2015)
  3. Firm News
    Roetzel Adds Seven Attorneys in Ohio and Florida (Apr 11, 2019)
    David Woodburn Quoted on Cleveland.com
    David Woodburn Quoted in 3 Articles in Cleveland Jewish News
    David Woodburn Quoted in 4 Articles in the Akron Beacon Journal
    David Woodburn Quoted on CNN.com