Charitable Giving; Corporate Succession Planning; Estate and Succession Planning and Administration; Family Offices; Probate Litigation; Tax Law; Wealth Management
As Chair of the Estate and Succession Planning and Administration group, Joe Mentrek provides counsel to high-net-worth individuals, closely held business owners, corporate executives, and not-for-profit organizations.
With a background in both financial planning and the law, Joe works diligently with his clients and their advisers to develop creative legal strategies and tax-advantaged solutions to achieve their wealth transfer and business transition goals.
Joe’s broad-based approach to estate planning incorporates progressive strategies with time-tested techniques to achieve clients’ desired results. His wide-ranging skills and practical experience allow him to integrate diverse disciplines including estate plan design and implementation, tax accounting and compliance, process-oriented succession planning, employee benefits and executive compensation, personal wealth management, family governance, business organization and governance, retirement planning, investment planning, and risk management.
The Estate Planning Council of Cleveland; Tax Club of Cleveland; Cleveland Metropolitan Bar Association Estate Planning Institute; Cleveland Metropolitan Bar Association; Ohio Bar Association; American Bar Association
J.D., Ohio Northern University Pettit College of Law, 1985; B.S., Business Administration, with high distinction, Ohio Northern University, 1982