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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 USA, Band 3 Ranking in Litigation: General Commercial (Ohio)

For well over a decade, our Litigation group and individual litigation attorneys have been ranked and recognized by Chambers USA. In 2020, Chambers USA researchers noted that the team "frequently advises on plaintiff and defense-side commercial litigation matters, offering considerable strengths in securities, product liability, antitrust and construction disputes." They also offer experience in white-collar investigations and litigation, "defending a range of individuals and businesses facing regulatory enforcement actions." And they represent "clients in sectors including healthcare, financial services and manufacturing."

"One client praises the team as 'experienced, insightful, practical, efficient and client-oriented.' They continue, 'When you pose a question, you can rest assured that they will respond promptly with cogent, clear and practical responses.'"

"Another client praises the Litigation group for providing 'high-quality and cost-effective legal advice; the team has been crucial to our litigation defense, and we have been very happy with all of their efforts.'"

Chambers researchers noted that a commentator stated, "This is an excellent firm that does a great job for us. The team is cost-effective, practical and has strong expertise."

Chambers 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 2019. 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," says a source, adding: "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," comments one interviewee. Another reports that "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 Firm" Rankings

Calfee’s Litigation group was selected for inclusion in the 2020 "Best Law Firms" rankings by U.S.News – Best Lawyers in America in Trusts and Estates Law and several Litigation practice areas. 

Calfee was selected for inclusion in Trusts and Estates Law as a "Best Law Firm" by U.S.News–Best Lawyers in America 2020 (Metropolitan Tier 2 Cleveland).

Benchmark Litigation Rankings

Calfee has been selected for inclusion by Benchmark Litigation 2020 as a "Recommended" litigation firm in Ohio. Several of Calfee's Litigation attorneys have been ranked as Leading Litigators by Benchmark Litigation 2020.

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.

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Calfee's Litigation team is "experienced, insightful, practical, efficient and client-oriented. When you pose a question, you can rest assured that they will respond promptly with cogent, clear and practical responses."

Chambers USA 2020

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