Misty H. Aldrich
Trusts and Estates
Trusts and Estates
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Misty Aldrich concentrates her entire practice on trust and estate planning law, including the formation, implementation, and administration. She has more than 30 years of experience, and before entering private practice, Misty spent six years at the Huntington National Bank as Trust Counsel in the personal trust department. At CPM, she steers her clients through all aspects of trust and estate planning. Misty assists clients in drafting all appropriate legal documents and structuring financial assets to reduce transfer taxes and probate costs. In addition, she navigates clients through the trust and estate administration process, counseling trustees of family trusts and executors of estates in the proper exercise of their duties. Misty Aldrich concentrates her entire practice on trust and estate planning law, including the formation, implementation, and administration. She has more than 30 years of experience, and before entering private practice, Misty spent six years at the Huntington National Bank as Trust Counsel in the personal trust department. At CPM, she steers her clients through all aspects of trust and estate planning. Misty assists clients in drafting all appropriate legal documents and structuring financial assets to reduce transfer taxes and probate costs. In addition, she navigates clients through the trust and estate administration process, counseling trustees of family trusts and executors of estates in the proper exercise of their duties. Misty Aldrich concentrates her entire practice on trust and estate planning law, including the formation, implementation, and administration. She has more than 30 years of experience, and before entering private practice, Misty spent six years at the Huntington National Bank as Trust Counsel in the personal trust department. At CPM, she steers her clients through all aspects of trust and estate planning. Misty assists clients in drafting all appropriate legal documents and structuring financial assets to reduce transfer taxes and probate costs. In addition, she navigates clients through the trust and estate administration process, counseling trustees of family trusts and executors of estates in the proper exercise of their duties.
Recognized in Best Lawyers since 2024
Jessica Richardson
After the passing of my father, my siblings and I were faced with the daunting task of administering a family trust that had become outdated and administratively cumbersome. We needed an attorney with deep expertise in both the formation and the practical administration of complex estate plans. Misty Aldrich of Carlile Patchen & Murphy was recommended to us, and her involvement was transformative. Drawing on her more than 30 years focused exclusively on trust and estate law, she meticulously reviewed the existing documents and our family's current dynamics. Misty proposed a clear, strategic plan to restructure the trust, which involved creating supplemental needs provisions for a beneficiary and streamlining the distribution process for the others. Her guidance was not only legally impeccable but also delivered with a genuine understanding of the emotional weight of the situation. It’s clear why she is recognized in the field of Trusts and Estates. Her professionalism from our first meeting in her Columbus office through the final implementation was exceptional. The outcome has provided our family with clarity, reduced future administrative burdens, and preserved harmony. I cannot recommend Misty Aldrich highly enough for anyone seeking sophisticated, compassionate estate planning counsel.