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Overview

The attorneys in Calfee’s Probate Litigation group represent fiduciaries, financial institutions, beneficiaries, creditors and other interested parties in estate, trust and guardianship controversies.

Complex estate and trust planning has present and future consequences for various constituencies that may generate disputes. Having successfully represented clients in probate courts throughout Ohio, Florida and other jurisdictions, we have the experience to help resolve disputes and facilitate a satisfying outcome.

Calfee’s probate litigators also assist clients in estate and trust-related disputes before trial courts, government administrative agencies, and state and federal tax authorities. In conjunction with our probate litigation work, our attorneys provide comprehensive guidance on estate and trust administration as well as asset protection.

Calfee representation begins with an analysis of the context of the dispute as it relates to the various parties and entities involved. Our goal is to achieve a resolution to the advantage of our clients in an efficient manner.

Noteworthy

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

Calfee's Estate and Succession Planning and Administration group has been ranked as a "Leading Law Firm" in Private Wealth Law, Band 2  in 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.

Chambers HNW researchers describe Calfee’s attorneys as “thorough, efficient, timely and experienced. Their depth of knowledge serves our mutual clients' needs in a very high manner."

Clients interviewed by Chambers HNW stated, "Calfee lawyers are available on an as-needed basis. They are well represented in the business community also, involving the firm in many civic and charitable matters. Their depth of knowledge and expertise has always been first-rate, but the quality that I most appreciate is responsiveness. They are a fine group with a firm reputation. You really do feel comfortable with them and they instill confidence."

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

Calfee was selected for inclusion in the 2022 "Best Law Firms" rankings by U.S. News – Best Lawyers in the following areas:

  • Litigation – Trusts & Estates (Regional Tier 2 Cleveland)
  • Tax Law (Regional Tier 1 Cleveland)
  • Trusts & Estates Law (Regional Tier 1 Cleveland)

Benchmark Litigation Rankings

Calfee was selected for inclusion by Benchmark Litigation 2022 as a Highly Recommended Law Firm in Dispute Resolution and as a Recommended Law Firm in Labor and Employment Litigation in Ohio. Additionally, 14 of Calfee's Litigation attorneys have been ranked by Benchmark Litigation as "Local Litigation Stars in Ohio" and as “40 & Under Hot List Honorees in the Midwest.”

Professionals

Experience

Experience

  • Represented executors for estates ranging in size up to $1 billion in defense of claims brought by beneficiaries and creditors and in connection with various tax controversies.
  • Represented closely held business entities with claims brought against estates and trusts.
  • Represented institutional trustees in defense of claims alleging breach of fiduciary duties and regarding compliance with charitable trust laws.
  • Represented parties to will contest actions.

News & Events

News

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Related Industries/Sectors

"The entire [Litigation] team provides outstanding legal services."

Client comments from Chambers USA

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