Michael P. Moloney CFP

Michael P. Moloney CFP

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Location:
Dayton, Ohio
Phone:
937-222-2055
Email:

Mike Moloney has practiced law in Dayton, Ohio, since he graduated from The Ohio State University College of Law in 1980. During his 29 years as a lawyer, Mike’s practice has had many areas of focus, including domestic relations, real estate, corporate and business law, litigation, estate and business succession planning, probate law, and financial planning. Mike currently takes his client counseling and problem solving skills and applies them to the following areas:

Estate Planning and Probate Law: Mike is an Ohio State Bar Association Board Certified Specialist in Estate Planning, Trust and Probate Law. He founded and heads the Estate and Business Succession Planning Department at Sebaly Shillito + Dyer, which through his leadership, provides creative and innovative estate planning and trust ideas and solutions for the clients of SS+D.

Commercial Litigation: Mike often lends a hand to the firm’s commercial litigation disputes. Recently, one of his clients won a $23,000,000 verdict in a case Mike tried with his partner, Jim Dyer.

Probate Law, Guardianship and Tax Litigation: Mike has a rare combination of having a sophisticated understanding of the technical estate planning and probate law processes, while also being comfortable in the courtroom. In the past several years, a significant amount of Mike’s practice has been devoted to representing estates, trusts, corporate trustees, and beneficiaries in lawsuits over wills and estates. Mike also handles tax court litigation and IRS audits.

Certified Financial Planner: Mike has broadened his estate planning skills to include all aspects of financial planning, and is a Certified Financial Planner. His approach is unique for clients—he provides them with a comprehensive estate planning and financial planning experience from an objective source. Mike is the founder and CEO of SS+D Financial, LLC, an affiliated business of SS+D. 

SS+D Legal Docs, LLC: Mike’s most recent business innovation has been the creation of Estate Plan Express, a software product sold by SS+D Legal Docs, LLC.  Along with his partners, Deb Hunt and Heather Welbaum, Mike has created this automated estate planning software that is licensed exclusively to Ohio lawyers for use in drafting their clients’ estate plans.

Managing Partner, Sebaly Shillito + Dyer:  Mike has been the Managing Partner of Sebaly Shillito + Dyer for over 15 years.

Areas of Practice

  • Litigation
  • Estate Planning
  • Creditors’ Rights + Commercial Law
  • Probate Litigation

Certified Legal Specialties

  • Estate Planning, Trust and Probate Law, Ohio State Bar Association, 2003

Bar Admissions

  • Ohio, 1980
  • Florida, 1982
  • U.S. Federal Courts, 1980
  • U.S. District Court Southern District of Ohio, 1980
  • U.S. Supreme Court, 1984
  • U.S. Court of Appeals 6th Circuit, 1985
  • U.S. Tax Court, 1999

Education

  • The Ohio State University College of Law, Columbus, Ohio
    • J.D. - 1980
    • Honors: With Honors
  • Miami University, Oxford, Ohio
    • B.A. - 1974

Honors and Awards

  • Martindale-Hubbell AV Peer Review Rated
  • Ohio Super Lawyer by Law & Politics, Inc., 2006 - 2009

Professional Associations and Memberships

  • Dayton Bar Association
  • Ohio State Bar Association
  • American Bar Association, Real Property, Probate & Trust Law Sections
  • Florida Bar
  • Dayton Trust & Estate Planning Group