Erika L. Haupt

A shareholder in the Columbus office of Roetzel & Andress, Erika focuses her practice on wealth transfer and estate tax planning matters, including business succession planning and all aspects of tax and business planning for owners of closely held businesses. In the last several years, her practice has expanded to include fiduciary litigation, representing both trustees and beneficiaries with respect to the distribution of trust assets, interpretation of trust agreements, modification of trusts and trust terminations.

A graduate of Miami University and The Ohio State University Moritz College of Law, Ms. Haupt is a frequent speaker and has published on a variety of planning topics. She is recognized on top attorney lists published by Ohio Super Lawyers magazine; included among The Best Lawyers in America© in the areas of Trusts and Estates, Closely Held Companies and Family Business Law (Lawyer of the Year 2021 & 2017), and Litigation – Trusts & Estates (Lawyer of the Year 2022, 2020 & 2013); an AV® Preeminent™ rated practitioner in the Martindale-Hubbell Law Directory; and a Fellow of The American College of Trust and Estate Counsel. In addition to her involvement in community and charitable causes, she currently serves as the Shareholder in Charge of both Roetzel’s Columbus office and of the associates firmwide and is a member of Roetzel’s board of directors.