Private Wealth Law
High Net Worth Guide 2024 : Ohio
Band 1
Joseph M. Mentrek
Partner and Chair, Estate and Succession Planning and Administration Practice Group
216 622 8866About
Provided by Calfee, Halter & Griswold LLP
The attorneys with Calfee’s Estate and Succession Planning and Administration practice group help individuals and families make some of the most important decisions of their lives. From the owner of a family business dealing with corporate succession issues to a CEO planning for retirement to a couple handling their sometimes-competing responsibilities for children and parents, Calfee assists clients in developing and implementing comprehensive estate plans that carefully balance personal goals with tax and administrative concerns.
The Calfee team also provides comprehensive probate and trust administration, litigation services, and asset protection planning counsel.
Calfee's legal representation always begins with a thorough analysis of the client's unique needs and goals. Innovative and sophisticated techniques ensure that the needs and goals are achieved in a way that makes personal and economic sense. The Calfee team designs estate plans that achieve maximum tax reduction but recognizes that it is only one of many considerations. The key is striking an appropriate balance. It is always Calfee's goal to help articulate and achieve what is most important to our clients.
Chambers Review
Calfee, Halter & Griswold has a well-known and highly respected estate and succession planning and administration practice. Its clients include family offices, closely-held business owners and non-profits.
Strengths
Provided by Chambers
"Calfee is a very well-staffed firm, with very thoughtful lawyers who analyse problems deeply and counsel their clients accordingly."
"They have a deep team and are very collaborative across practice groups. Their team also responds promptly to requests and are always willing to jump on a phone call to talk through ideas."
"It has been excellent working with them."
"Calfee is a very well-staffed firm, with very thoughtful lawyers who analyse problems deeply and counsel their clients accordingly."
"They have a deep team and are very collaborative across practice groups. Their team also responds promptly to requests and are always willing to jump on a phone call to talk through ideas."
"It has been excellent working with them."
Notable Practitioners
Joseph Mentrek is a highly experienced estate planning attorney who has an excellent reputation for his practice. He is an expert in guiding clients in wealth transition matters.
"Joe brings a rare combination of technical expertise and personality to client engagements. He is a pleasure to work with."
"He is a true professional. Joe is responsive, intelligent, thinks outside of the box, and does a great job of crafting the right plan."
Jaclyn Vary assists clients with estate planning, administration and business succession planning matters, among others.
"Jaclyn is a very capable and collaborative professional."
"She is terrific. Jaclyn has really blossomed her practice and is a thought leader and someone who is very on top of all the developments in the law. She is a star."
"Jaclyn is an excellent attorney that is extremely knowledgeable and proactive with her clients."
Amy Friedmann is senior counsel at the firm's estate and succession planning department. She crafts tax-efficient planning structures for wealthy clients.
"Amy is very professional and personable. She is a pleasure to work with."
Stephanie Glavinos is senior counsel in the team and adept at handling estate planning and business succession planning matters.
Ranked Individuals at
Calfee, Halter & Griswold LLP
Ohio
Members
Provided by Calfee, Halter & Griswold LLP
Brent M. Pietrafese
Colleen O'Neil
David Bules
Gerald A. Monroe
Head of Department
Maureen Pavicic
Michael B. Hurley
Salvatore (Sam) Totino
Stephanie Glavinos
Zachary Stackhouse
Industries
Provided by Calfee, Halter & Griswold LLP
Employee Stock Ownership Plans (ESOPs)
Entrepreneurs and Emerging Companies
Individuals and Families
Manufacturing and Industrial
Nonprofit Organizations
Partnerships, LLCs and Joint Ventures
Private Equity
Private and Family-Owned Businesses