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.