David  G.  Weibel  Photo

David G. Weibel

Partner | Chair, Transactional Practices Group

Overview

Dave has over 35 years experience counseling clients on all aspects of business law. His advice includes the legal aspects of the formation, operation, disposition, merger and acquisition of closely held enterprises. 

Dave has significant experience in estate and gift planning, advanced retirement plan designs, and the operation of tax-qualified plans. He also represents clients in IRS tax controversies, particularly those arising out of retirement plan audits and estate gift tax audits.

Practices

  • Education

    • Case Western Reserve University School of Law, J.D., 1980
    • John Carroll University, B.A., magna cum laude, 1977

    Admissions

    • State of Ohio
    • U.S. District Court, Northern District of Ohio
    • U.S. Tax Court
  • Professional Affiliations

    • Ohio State Bar Association—Member (1980-Present)
    • Cleveland Metropolitan Bar Association—Member (1980-Present)
    • Estate Planning Councel of Cleveland—Member (1984-Present)
    • Tax Club of Cleveland—Member (1984-Present)

    Community Involvement

    • Geauga Park District Foundation—Trustee (2000-2006); Secretary (2004-2006)
    • Troy Township (Geauga County) Board of Zoning Appeals—Member (2006-2012); Chairman (2010-2012)
    • Geauga County Bluecoats, Inc. (2010-Present)
    • Parkside Church—Member (2000-Present)
    • Named Best Lawyers' "Lawyer of the Year" in Closely Held Companies and Family Businesses Law in Cleveland (2019) 
    • Named to The Best Lawyers in America in the areas of Closely Held Companies and Family Businesses Law; Employee Benefits (ERISA) Law; Tax Law; and Trusts and Estates (2009-2019)
    • AV Preeminent Peer-Review Rated—Martindale-Hubbell
    • Named to the Ohio Super Lawyers list (2010; 2017-2019)