Calfee, Halter & Griswold LLP

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Firm profile for High Net Worth 2020

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High Net Worth 2020
High Net Worth

This firm is also ranked in:

USA 2021

About

This content is provided by Calfee, Halter & Griswold LLP.

Firm Details

Managing Partner: Brent D. Ballard

Chairman: Douglas A. Neary

Firm Administrative Partner: Arthur C. Hall III

Firm General Counsel: Maura L. Hughes

Number of partners: 76

Number of other fee earners: 78

Offices: 6

Website: Calfee.com


Firm Overview

Founded in 1903, Calfee, Halter & Griswold LLP is a full-service corporate law firm with 160 attorneys located throughout its Cleveland, Columbus, Cincinnati, Indianapolis, New York, and Washington, DC offices. As a founding member of Lex Mundi, the firm offers international representation through a network of independent law firms with access to 22,000 attorneys located in more than 125 countries.


Main Areas of Practice

Estate and Succession Planning and Administration

Probate Litigation

Wealth Management Law

Charitable Giving

Family Offices

Private Equity

Corporate Succession Planning

Emerging Companies and Venture Capital

Investment Management

Tax Law

Executive Compensation


The attorneys with Calfee’s Estate and Succession Planning and Administration practice group help clients make some of the most important decisions of their lives. Calfee assists clients in developing and implementing comprehensive estate plans that carefully balance personal goals with tax and administrative concerns. The group also provides comprehensive probate and trust administration, litigation services, and asset protection planning counsel. https://www.calfee.com/capabilities-practices-estate-and-succession-planning-administration


Calfee’s Estate and Succession Planning and Administration group has experience in the following areas:


Personal Estate Planning

■ Planning for families through a single or multi-family office

■ Wills and living trusts

■ Probate avoidance

■ Powers of attorney (financial and healthcare)

■ Irrevocable insurance trusts

■ Minors’ education trusts

■ Generation-skipping trusts

■ Grantor retained interest trusts

■ Lifetime gifts

■ Ohio Legacy Trust/asset protection planning

■ Domicile planning

■ Guardianship matters


Charitable Planning

■ Charitable lead and remainder trusts

■ Gift annuities

■ Private foundations

■ Pooled income funds


Corporate Succession Planning

■ Ownership control and management of closely held businesses

■ Analysis/implementation of gift or sale of closely held stock

■ Family limited partnerships/limited liability companies

■ Subchapter S trusts


Estate & Trust Administration

■ Post-mortem income and estate tax planning

■ Probate court filings

■ Estate tax return preparation

■ Estate accounting and bookkeeping

■ Fiduciary income tax returns

■ Asset transfers


Probate Litigation

■ Individual and corporate fiduciaries

■ Beneficiaries


Contact

Practice Chair: Joseph M Mentrek, Partner

Email: [email protected]

Tel: 216 622 8866


Practice Areas

Antitrust

Aviation Law

Business Restructuring and Insolvency

Compliance/Regulatory Services

Construction Law

Corporate and Finance

Employee Benefits and Executive Compensation

Energy and Utilities Law

Environmental Law

Estate and Succession Planning and Administration

Franchise Law

Government Relations and Legislation

Health Care Regulation

Information Technology Law

Insurance Coverage and Recovery

Intellectual Property

Labor and Employment

Litigation

Privacy and Data Security

Public Law

Real Estate Law

Tax Law

Wealth Management Law


Offices

Cincinnati, Ohio

Cleveland, Ohio

Columbus, Ohio

Indianapolis, Indiana

New York, New York

Washington, D.C.

High Net Worth

This firm is also ranked in:

USA 2021

Ranked Departments

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Ohio

Private Wealth Law
Band 2

Top Ranked Departments

Ranked Individuals

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Ohio

Private Wealth Law


Jean M. Hillman
Band 3
Joseph M. Mentrek
Band 2

Top Ranked Individuals

Band 2
Joseph M. MentrekPrivate Wealth Law
Band 3
Jean M. HillmanPrivate Wealth Law

Ranked Offices

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

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Ranked Offices

Head Office

firm
Head Office

The Calfee Building

1405 East Sixth Street

Cleveland

Ohio

USA

OH 44114

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