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Joseph M. Mentrek, co-chair of Calfee’s Estate and Succession Planning group, recently published an article in Crain’s Cleveland Business. The article is entitled “Proposed Family Business Valuation Rules Warrant Attention.” At Calfee, Joe focuses his practice on estate and business succession planning and provides counsel to high-net-worth individuals, closely-held business owners, corporate executives and not-for-profit organizations. His background in both the financial and legal worlds offers a unique perspective resulting in exceptional value to his clients. Joe works diligently with his clients and their advisors to develop creative legal strategies and tax-aware solutions to achieve their wealth transfer and business transition goals.


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Amy M. Oldiges

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