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Provided by Joseph M. Mentrek
Estate and Succession Planning and Administration; Charitable Giving; Corporate Succession Planning; Family Offices; Probate Litigation; Tax Law; Wealth Management Law
As Chair of Calfee's Estate and Succession Planning and Administration group, Joe Mentrek provides counsel to high-net-worth individuals, closely held business owners, corporate executives and nonprofit organizations.
With a background in financial planning and the law, Joe works diligently with clients and their advisers to develop creative legal strategies and tax-advantaged solutions to achieve 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.
In 2023, The American College of Trust and Estate Counsel (ACTEC) offered Joe membership as a Fellow of the College. ACTEC is an organization of nearly 2,400 trust and estate lawyers and law professors who have been elected by their peers in recognition of having made outstanding contributions to the practice of trust and estate law.
Prior to joining Calfee in 2015, Joe practiced as a public accountant for more than 18 years, most recently serving as vice president and director of the Wealth Center at Meaden & Moore, Ltd., a CPA and business consulting firm.
American College of Trust and Estate Counsel (ACTEC), Fellow (2023)
UCP of Greater Cleveland, Board of Directors
The Estate Planning Council of Cleveland, Past President and Trustee
Tax Club of Cleveland, Member
Cleveland Metropolitan Bar Association Estate Planning Institute, Former Chairman (2011)
Cleveland Metropolitan Bar Association, Member
Ohio State Bar Association, Member
American Bar Association, Member
Cleveland Clinic Partners in Philanthropy
University Hospitals Diamond Advisory Group
Planned Giving Advisory Board of the American Red Cross (Cleveland)
Joe frequently writes and speaks on tax and estate planning matters.
Presentations:
Cleveland Tax Institute
The Cleveland Estate Planning Institute
The Ohio and Cleveland Society of Certified Public Accountants
The Northern Ohio Planned Giving Council
Most notably, Joe is responsible for the annual update of the Cleveland estate planning community on the proceedings of the annual Heckerling Institute on Estate Planning.
Publications:
"Selecting the Perfect Fiduciary," Crain's Cleveland Business (October 30, 2019)
"Selecting the Perfect Trustee," Crain's Cleveland Business (November 12, 2018)
Ohio
Ohio Northern University Pettit College of Law
J.D.
1985
Ohio Northern University
B.S.
1982
Provided by Chambers
Provided by Chambers
Joe is very easy to work with and extremely responsive.
Joe is very professional, responsive, collaborative, and has a great tax background. He is a specialist. He is known for keeping up to date and is very active on estate planning.
Joe is very solid on the estate law and estate situations. He's very organised and very on top of the work.
With respect to clients, he can make very complex things very simple. He doesn't leave anything out, but he makes it in a way that the clients get it. He explains the big picture.
Joe's technical knowledge is practical and on point. He is straightforward and gets easily to the root of the matter. His explanations are well thought out and well presented.
Joe is very easy to work with and extremely responsive.
Joe is very professional, responsive, collaborative, and has a great tax background. He is a specialist. He is known for keeping up to date and is very active on estate planning.
Joe is very solid on the estate law and estate situations. He's very organised and very on top of the work.
With respect to clients, he can make very complex things very simple. He doesn't leave anything out, but he makes it in a way that the clients get it. He explains the big picture.
Joe's technical knowledge is practical and on point. He is straightforward and gets easily to the root of the matter. His explanations are well thought out and well presented.