About

Provided by Calfee, Halter & Griswold LLP

The attorneys with Calfee’s Estate and Succession Planning and Administration group help individuals and families make some of the most important decisions of their lives.

From the owner of a family business dealing with corporate succession issues to a CEO planning for retirement to a couple handling their sometimes-competing responsibilities for children and parents, Calfee assists clients in developing and implementing comprehensive estate plans that carefully balance personal goals with tax and administrative concerns.

The Calfee team also provides comprehensive probate and trust administration, litigation services, and asset protection planning counsel.

Calfee's legal representation always begins with a thorough analysis of the client's unique needs and goals. Innovative and sophisticated techniques ensure that the needs and goals are achieved in a way that makes personal and economic sense. The Calfee team designs estate plans that achieve maximum tax reduction but recognizes that it is only one of many considerations. The key is striking an appropriate balance. It is always Calfee's goal to help articulate and achieve what is most important to our clients.


Ranked Individuals at
Calfee, Halter & Griswold LLP

Provided by Chambers
Filter by
Band

Ohio

Private Wealth Law

Joseph M. Mentrek
1
Joseph M. Mentrek
Head of Private Wealth Law
1
Band 1
Amy Friedmann
3
Amy Friedmann
3
Band 3
Jaclyn Vary
3
Jaclyn Vary
Head of Private Wealth Law
3
Band 3

Members

Provided by Calfee, Halter & Griswold LLP

Brent M. Pietrafese

Colleen O'Neil

David Bules

Gerald A. Monroe

Jaclyn Vary

Jaclyn Vary

Head of Department

John Paul Batt

Joseph M. Mentrek

Joseph M. Mentrek

Head of Department

Katherine Karkoska

Maureen Pavicic

Michael B. Hurley

Salvatore (Sam) Totino

Stephanie Glavinos

Zachary Stackhouse

Industries

Provided by Calfee, Halter & Griswold LLP

Employee Stock Ownership Plans (ESOPs)

Entrepreneurs and Emerging Companies

Individuals and Families

Manufacturing and Industrial

Nonprofit Organizations

Partnerships, LLCs and Joint Ventures

Private Equity

Private and Family-Owned Businesses