Jennifer R. Hallos

Principal

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Overview

Jennifer R. Hallos is a Principal attorney at McCarthy Lebit. Her practice focuses on estate planning, business succession planning, and taxation.

Jennifer has extensive experience in her field, and is regularly involved in reviewing and updating estate plans; drafting wills, trusts, etc.; estate and trust administration; tax research and consulting; and managing tax controversy at federal, state and local levels.

She is passionate about helping her clients through problem solving and creative solutions. Her main goals for her clients are to alleviate worry, protect assets, and minimize tax exposure while maintaining simplicity. She finds her job especially rewarding when she is able to give clients peace of mind by solving their problems.

Jennifer attended Kent State University where she earned her Bachelor of Business Administration degree in Accounting, summa cum laude. She subsequently earned her Master of Taxation degree from the University of Akron and her Juris Doctor from the University of Akron School of Law, where she was the recipient of the Board of Trustee’s Scholarship. Jennifer also previously taught tax and accounting classes as an adjunct professor at Hiram College.

When she is not practicing law, she enjoys yoga, hiking, traveling to new places and spending time with her son, Landon and their dog, Baxter.

Awards

Crain's Cleveland Business, "Notable Women in Law," 2024
The Best Lawyers in America©, 2022-2024

Affiliations

University of Akron Master of Tax Governance Board, Member
Kent State University Department of Finance, Advisory Board Member
Cleveland Metropolitan Bar Association, Member
American Bar Association, Member
Ohio State Bar Association, Member
Tax Club of Cleveland
Estate Planning Council of Cleveland
Women in Finance, Co-Founder & Director
Piece by Peace, Director
Hiram College, Former Adjunct Professor

Articles

"Risks of DIY Estate Planning," McCarthy Lebit's The More Report, February 2024
"Preparing for Certainties in Life (Death & Taxes): Part 3 - When to Update Your Estate Plan," McCarthy Lebit's The More Report, January 2022
"Preparing for Certainties in Life (Death & Taxes): Part 2 - Reaping the Benefits of Asset Planning During Life and After Death," McCarthy Lebit's The More Report, December 2021
"Preparing for Certainties in Life (Death & Taxes): Part 1 - Breaking Down the Estate Planning Process," McCarthy Lebit's The More Report, December 2021
"Does My College-Aged Child Really Need An Estate Plan?," McCarthy Lebit's The More Report, August 2021
"Dangers of Release of Claims Provision in Deferred Compensation Plans," Jennifer R. Hallos & Gary A. Zwick, Vol.5 No. CMBA Law Journal 11, 2013

Presentations

Trust & Estate Seminar, Key Private Bank, February 2024
"Ohio Law Update," 47th Annual Estate Planning Institute, October 2020

Client Testimonials

"My mother was in hospice at the time I met Jen. During a meeting with her, she rested her hand on mine and assured me that she would be by our sides to help manage her passing. Jen kindly told me to go be with my mom. That exchange touched my sad heart. Her kindness and compassion confirmed to me that she was the trust and estate attorney l would work with going forward."

"Jen Hallos represented my mother, she represents me, and she also represents my son. It is now a three generation attorney/client relationship. It’s important to me to have my son represented by an attorney of Jen’s integrity and compassion. Jen assured my son that she will be there for him as he goes through life. As a parent, that is comforting to know that she will be by his side."