Calfee, Halter & Griswold LLP

Firm Details:

web:calfee.com

Tel:888 CALFEE1 (888 225 3331)

Managing Partner: Thomas M. Welsh

Chief Strategy Officer (Managing Partner Emeritus): Brent D. Ballard

Chairman: Douglas A Neary

Vice Chairs: Mitchell G. Blair, John S. Cipolla, Terrence F. Doyle, Jennifer L. Vergilii

Firm Administrative Partner: Arthur C. Hall III

Firm General Counsel: Maura L. Hughes

Number of partners: 78

Number of other lawyers: 65

Firm Overview:

Founded in 1903, Calfee, Halter & Griswold LLP is a full-service, corporate law firm. As a founding member of Lex Mundi, the firm offers international representation through a network of independent law firms with 22,000 attorneys in 125 countries.

• Charitable Giving Law
• Corporate Succession Planning
• Emerging Companies and Venture Capital Law
• Estate and Trust Administration
• Executive Compensation Law
• Family Office Law
• General Corporate Law
• Personal Estate Planning
• Private Equity Law
• Probate Litigation
• Tax Law
• Wealth Management Law

Estate and Succession Planning and Administration:

The attorneys with Calfee’s Estate and Succession Planning and Administration practice group assist 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 attorneys are keenly focused on the issues surrounding efficient wealth transition and helping clients arrange their affairs to reflect unique family values and situations. As part of a full-service law firm, Calfee's Estate Planning attorneys work closely with other members of the firm to develop effective business transition strategies focused on orderly management transition as well as efficient wealth transfer. Calfee's Estate Planning attorneys have specific experience in the following areas:

Personal Estate Planning:

• Wills and living trusts
• Powers of attorney (financial and healthcare)
• Lifetime gifts
• Irrevocable insurance trusts
• Minors’ education trusts
• Family gift trusts
• Generation-skipping trusts
• Grantor retained interest trusts
• Intentionally defective grantor trusts
• Ohio Legacy Trust/asset protection planning
• Ohio private family trust companies
• Domicile planning
• Judicial and nonjudicial trust modifications
• Private settlement agreements
• Trust decanting
• Probate avoidance
• 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 and 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: Joseph M. Mentrek, Partner and Practice Chair; Jaclyn M. Vary, Partner and Practice Vice Chair

Email: [email protected]; [email protected]

Tel: +1 216.622.8800

Wealth Management Law

Calfee's Wealth Management Law practice takes a multidisciplinary approach to financial planning by calling upon the collaborative expertise of attorneys from the Estate and Succession Planning and Administration, Corporate and Finance, Private Equity, and Tax Law practices to work closely with clients, their family offices, and other outside service providers to offer practical legal solutions to complex issues created by complicated business and family structures. The expertise of Calfee's Partnership Law, Tax Law and Securities Law attorneys is critical when navigating the challenges posed by family-operating business, partnership, or limited liability company entities formed to manage complex investment structures as well as the unique challenges faced by direct or indirect investments in private equity or venture capital vehicles. While Calfee attorneys frequently work with family office personnel, they also are experienced at analyzing the pros and cons of engaging the services of a multifamily office or the formation of a single-family office.

Contact: Brent M. Pietrafese, Partner and Practice Leader

Email: [email protected]

Tel: +1 216.622.8623

Main Areas of Practice:

• 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
• Intellectual Property
• Labor and Employment
• Litigation
• Privacy and Data Security
• Public Law
• Real Estate Law
• Tax Law
• Wealth Management Law

Offices:

USA

CINCINNATI, OHIO: 2800 First Financial Center, 255 E. 5th St., Cincinnati, OH 45202

Tel: 513.693.4880

Fax: 513.842.7028

Email: [email protected]

CLEVELAND, OHIO: The Calfee Building, 1405 E. 6th St., Cleveland, OH 44114

Tel: 216.622.8200

Fax: 216.241.0816

Email: [email protected]

COLUMBUS, OHIO: 1200 Huntington Center, 41 S. High St., Columbus, OH 43215

Tel: 614.621.1500

Fax: 614.621.0010

Email: [email protected]

INDIANAPOLIS, IN: 3900 Salesforce Tower., 111 Monument Circle, Indianapolis, IN 46204

Tel: 317.308.7970

Fax: 317.759.7319

Email: [email protected]

NEW YORK, NY: 77 Wall Street, Floor 16, New York, NY 10005

Tel: 646.360.1560

Fax: 646.712.9459

Email: [email protected]

WASHINGTON, D.C.: 1627 I St. NW, Suite 1120, Washington, D.C. 20006

Tel: 202.672.1010

Fax: 202.672.1007

Email: [email protected]