"The personal and very responsive team is outstanding and does a good job, according to commentators, and has a strong reputation in this area of practice."
Chambers HNW
Overview
Charitable giving can be an integral part of the legacy we leave. Calfee attorneys are keenly focused on assisting our clients with navigating and balancing the values-based and tax-saving aspects of this important facet of estate and financial planning.
We can assist in planning and implementing lifetime gifts as well as testamentary gifts. Strategies vary from outright gifts to charitable trusts, gift annuities, donor-advised funds, or private foundations.
On the other end of the spectrum, we can provide counsel regarding the formation, operation, or termination of nonprofit organizations.
Calfee and our lawyers actively support a number of charitable causes, and, likewise, assist our clients in supporting their important causes.
From planning to implementation, we add value by quantifying the potential tax savings of various strategies, as well as the impact such strategies will have on their heirs. We design and implement vehicles that can benefit charitable causes outright and immediately or can offer a deferred approach with greater control by the donor.
We are experienced in advising clients regarding tax-advantaged strategies, such as charitable remainder trusts and charitable lead trusts, which can be leveraged to generate significant benefits to both charitable institutions as well as non-charitable donees, including direct heirs.
Our professionals are strongly committed to helping you achieve your charitable goals.
Noteworthy
Chambers HNW Leading Law Firm Rankings
Calfee is ranked as a "Leading Law Firm" in Private Wealth Law (Band 1: Ohio) in the Chambers High Net Worth Guide 2023. Chambers HNW is the only independent directory specifically aimed at the private wealth market that ranks law firms according to their private client disciplines.
As part of the ranking process, Chambers HNW interviews clients and sources to obtain feedback on the firm’s practice. A source said Calfee’s attorneys “have an outstanding reputation – they are known for being very sophisticated planners but also warm and genuine with clients, and they have a very, very loyal following.”
Best Lawyers® “Best Law Firms” Rankings
Calfee was selected for inclusion in the 2024 "Best Law Firms" rankings in Nonprofit / Charities Law (Regional Tier 2 Cleveland), Trusts & Estates Law (Regional Tier 1 Cleveland), and Closely Held Companies and Family Businesses Law (Regional Tier 2 Cleveland).
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Professionals
Chair, Estate and Succession Planning and Administration
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