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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 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. 


Chambers USA 2022 Ranked Calfee as "Leading Law Firm" in Private Wealth Law

Calfee is ranked as a "Leading Law Firm" in Private Wealth Law (Ohio) the Chambers High Net Worth Guide 2022. 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.”

U.S. News – Best Lawyers® “Best Law Firms” Rankings

Calfee was selected for inclusion in the 2023 "Best Law Firms" rankings by U.S. News – Best Lawyers in Trusts & Estates Law (Regional Tier 1 Cleveland) and Closely Held Companies and Family Businesses Law (Regional Tier 2 Cleveland).



Joseph M. Mentrek
Chair, Estate and Succession Planning and Administration
Jaclyn M. Vary
Vice Chair, Estate and Succession Planning and Administration

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"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

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