Calfee, Halter & Griswold LLP

Managing Partner: Brent D Ballard
Chairman: Douglas A Neary
Number of partners: 75
Number of other lawyers: 80
Languages: English, Mandarin

Firm Overview:
Founded in 1903, Calfee, Halter & Griswold LLP is a full-service corporate law firm with more than 160 attorneys located throughout its Cleveland, Columbus, Cincinnati, Ohio, 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 21,000 attorneys located in more than 100 countries.

Practice Areas:
Charitable Planning
Corporate Succession Planning
Estate & Trust Administration
General Corporate
Personal Estate Planning
Probate Litigation
Tax
Venture Capital & Startups & Emerging Companies
Private Family Trust Companies
Wealth Management, Private Equity & Family Office

Main Areas of Practice:
The attorneys in Calfee’s estate and succession planning group help clients 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 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 group also provides comprehensive probate and trust administration, litigation services, and asset protection planning counsel.

Calfee’s estate and succession planning 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 health care)
■ 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
Email: [email protected]
Tel: +1 216 622 8866