Joseph M. Mentrek
Partner and Chair, Estate and Succession Planning and Administration Practice Group
216 622 8866Provided 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, Halter & Griswold has a deep bench of experienced and thoughtful professionals. Their seniors and juniors are well versed in estate and trust matters.
We are blessed to have access to them - they have a great bench and are able to do a lot of sophisticated work.
They are proactive, responsive and technically competent in their area of expertise. The team is very strong and does a great job of bringing in other specialists as needed.
They have a deep bench and are good at asset protection.
They are large enough to handle all types of issues facing our clients. The estate planning group has capabilities in family matters, which is crucial in family dynamics that always arise.
Calfee, Halter & Griswold has a deep bench of experienced and thoughtful professionals. Their seniors and juniors are well versed in estate and trust matters.
We are blessed to have access to them - they have a great bench and are able to do a lot of sophisticated work.
They are proactive, responsive and technically competent in their area of expertise. The team is very strong and does a great job of bringing in other specialists as needed.
They have a deep bench and are good at asset protection.
They are large enough to handle all types of issues facing our clients. The estate planning group has capabilities in family matters, which is crucial in family dynamics that always arise.
Provided by Chambers
Joe is very easy to work with and extremely responsive.
Joe is very professional, responsive, collaborative, and has a great tax background. He is a specialist. He is known for keeping up to date and is very active on estate planning.
Joe is very solid on the estate law and estate situations. He's very organised and very on top of the work.
With respect to clients, he can make very complex things very simple. He doesn't leave anything out, but he makes it in a way that the clients get it. He explains the big picture.
Joe's technical knowledge is practical and on point. He is straightforward and gets easily to the root of the matter. His explanations are well thought out and well presented.
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.
She is very user-friendly, does a wonderful job and is very good at avoiding a cookie-cutter approach. She takes the time to know our family so she can cater to us instead of a boilerplate solution.
She is very sophisticated and technical.
Jaclyn is very easy to work with and very responsive.
Jaclyn is very collaborative, very professional and easy to work with. She's highly respected.
Jaclyn is extremely responsive and helpful. She's always available for a quick call to explain a trust or entity structure.
Amy Friedmann is a senior counsel in the firm's estate and succession planning department. Friedman crafts tax-efficient planning structures for wealthy clients.
Amy is amazing - very knowledgeable and easy to work with in a team.
She is competent and tactical. She follows up and gets the job done.
Amy is knowledgeable and provides competent legal advice in a manner that is understandable.
Amy is quite talented and responsive.
Amy is reputable, organised, easy to work with and communicates well.
Stephanie Glavinos is a senior counsel in the team and adept at handling estate planning and business succession planning matters.
Stephanie leverages strong experience and legal background in a determined manner. She can be relied upon for good legal advice.
Stephanie is incredibly reactive and thorough. She doesn't miss a thing.
Stephanie is great and a wonderful resource.
Zachary Stackhouse is an impressive associate at Calfee, Halter & Griswold, well regarded by clients for his assistance with tax, gifting and trust formation matters.
Zach is enthusiastic in providing high-level legal advice. He pays attention to details quite well; his written explanation are thorough and well thought out.
Zach is extremely responsive.
I think he is great and is building a great reputation.
I love Zach and his enthusiasm and attention to important matters.
Provided by Calfee, Halter & Griswold LLP
Brent M. Pietrafese
Colleen O'Neil
David Bules
Gerald A. Monroe
Head of Department
Maureen Pavicic
Michael B. Hurley
Salvatore (Sam) Totino
Stephanie Glavinos
Zachary Stackhouse
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