The attorneys in 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, we assist our clients in developing and implementing comprehensive estate plans that carefully balance personal goals with tax and administrative concerns.
We also provide comprehensive probate and trust administration, litigation services, and asset protection planning counsel.Our representation always begins with a thorough analysis of your 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. We design estate plans that achieve maximum tax reduction but recognize that it is only one of many considerations. The key is striking an appropriate balance. It is always our goal to help articulate and achieve what is most important to our clients.
Mentrek, Joseph M. (Head of Department)
Mitchell Schaul, Fran
Employee Stock Ownership Plans (ESOPs)
Entrepreneurs and Emerging Companies
Individuals and Families
Manufacturing and Industrial
Partnerships, LLCs and Joint Ventures
Private and Family-Owned Businesses