High Net Worth Guide 2026 : Ohio
Ranked Individuals
Provided by Calfee, Halter & Griswold LLP
The attorneys with Calfee’s Estate and Succession Planning and Administration practice 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.
Provided by Chambers
Calfee, Halter & Griswold has a well-known and highly respected estate and succession planning and administration practice. Its clients include family offices, closely held business owners and non-profits.
Provided by Chambers
Calfee has outstanding expertise and experience.
Calfee has great client service and relationships in the community.
Calfee are very sophisticated when it comes to legal and tax planning when it relates to family matters.
The attorneys I work with at Calfee are very sophisticated and knowledgeable in their particular areas of expertise. It makes my job easier working with such a strong adviser team.
Provided by Chambers
Joe Mentrek is very well known in the industry/area as being the go-to expert when it comes to estate planning. I find myself very lucky to be able to work with him and his team.
Joe Mentrek is the best.
Joe Mentrek is very knowledgeable.
Jaclyn Vary assists clients with estate planning, administration and business succession planning matters, among others. Vary earns significant praise from clients about her service and expertise.
Jaclyn Vary provides excellent, prompt client service and is always thoughtful in her responses. She goes above and beyond to help clients and, in my experience, her depth and grasp of complex tax and planning situations shows in every interaction.
Jackie Vary is always a pleasure to work with. She's very well respected among her peers as she is very involved with various industry groups across town. She's definitely known as an expert in her field and someone I always enjoy working with.
Jackie Vary has extensive knowledge in the estate and gift tax realm and can easily deal with the basic planning that we are working on as well as the more complex issues that come up less frequently. She is responsive and a pleasure to work with.
Jackie Vary is outstanding.
Amy Friedmann is a senior counsel in the firm's estate and succession planning department. Friedmann crafts tax-efficient planning structures for wealthy clients.
Amy Friedmann is very responsive.
Amy Friedmann does an excellent job behind the scenes.
Stephanie Glavinos is a senior counsel at Calfee, Halter & Griswold and adept at handling estate planning and business succession planning matters.
Stephanie Glavinos is great at what she does and very knowledgeable on many complicated topics. It's always a pleasure working with Stephanie and her team.
Stephanie Glavinos has a wonderful personality when dealing with clients. I like her a lot.
Zachary Stackhouse is an impressive associate at Calfee, Halter & Griswold, well regarded by clients for his assistance with tax, gifting and trust formation matters.
Zachary Stackhouse is very patient and insightful.
Zachary Stackhouse is definitely one to watch.
Head of Private Wealth Law
Private Wealth Law
Private Wealth Law
Private Wealth Law
Private Wealth Law
Provided by Calfee, Halter & Griswold LLP
Maureen Pavicic
Brent M. Pietrafese
Salvatore (Sam) Totino
David Bules
Colleen O'Neil
Michael Hurley
Gerald Monroe
Stephanie Glavinos
View profile of Stephanie GlavinosJaclyn Vary
View profile of Jaclyn VaryAmy Friedmann
View profile of Amy FriedmannZachary Stackhouse
View profile of Zachary Stackhouse
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