Estate and Succession Planning and Administration; Charitable Giving; Corporate Succession Planning; 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 nonprofit 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