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Overview

Jaclyn develops customized estate plans to achieve her clients’ goals and assists families with planning for transitional periods including planning for new family members, business succession, sudden changes in wealth, and the worst-case scenarios, disability and death. She enjoys facilitating peace of mind for the individuals, families and businesses that she represents.

Jaclyn designs estate plans to minimize the potential for future creditors’ claims and maintaining client’s privacy while balancing the need for practical and appropriate solutions to complex matters. She utilizes sophisticated estate planning strategies to help minimize taxes or eliminate transfer taxes and facilitate smooth transitions of wealth. Jaclyn’s knowledge of technical details instills confidence in her clients and allows her to advise clients on variety of complex estate planning vehicles including spousal lifetime access trusts, self-settled asset protection trusts, sales to defective grantor trusts, insurance trusts, grantor retained annuity trusts, family limited partnerships and charitable trusts.

Jaclyn is experienced in estate and trust administration and knows how to obtain the best results for her fiduciary clients. Her administration experience aids her planning clients as she knows how the documents will be administered. Jaclyn has extensive experience with drafting private settlement agreements and declaratory judgment actions. She works on practical solutions and ways to minimize the propensity for litigation in this highly sensitive and personal practice area. In addition to this pre-controversy work, she routinely works with Calfee’s probate and trust litigation practice. Jaclyn also counsels executors and trustees through all aspects of an estate and trust administration which includes complying with the client’s fiduciary duties and preparing Form 706 U.S. Estate (and Generation-Skipping Transfer Tax) Return and Form 709 U.S. Gift (and Generation-Skipping Transfer Tax) Return and more.

Jaclyn is well-versed on many different aspects of charitable planning through her work representing nonprofit organizations and individuals. She frequently negotiates gift agreements for her clients. She also manages regulatory matters for private foundations and public charities such as preparing applications for nonprofit status for new charitable organizations, complying with charitable registration and solicitation requirements in multiple states, and reviewing 990 tax returns. Jaclyn has counseled nonprofit organizations on fiscal sponsorships, charitable giving requirements, fundraising and restricted gifts.

Jaclyn has been recognized as an "Up and Coming" Leading Lawyer in the Chambers High Net Worth Guide 2021 for Ohio: Private Wealth Law. Chambers HNW is the only independent directory specifically aimed at the private wealth market that ranks law firms according to their private client disciplines. The "Up and Coming" designation recognizes those attorneys who are driving their firm's growth.

Chambers HNW describes Jaclyn as being "'highly skilled as a trusts and estates lawyer and responsive to her clients,' reports a source. She assists clients with estate administration and business succession planning matters. One interviewee comments that 'she is a dedicated professional – smart, funny and good-natured.'"

She has presented on a wide variety of topics including spendthrift trusts, handling artwork and collections in estate planning and charitable giving, estate planning with beneficiary designations, pay-on-death and transfer-on-death accounts and revocable trust planning.

Jaclyn joined Calfee in 2016, and she was elected Partner in 2020.

Honors & Recognitions

  • Chambers High Net Worth, Private Wealth Law – Ohio, "Up and Coming" (2021)
  • The Best Lawyers in America© "Ones to Watch," Litigation - Trusts and Estates and Trusts and Estates (2022)
  • Ohio State Bar Foundation, Community Service Award for Attorneys 40 and Under for District 12 (2020)

Education

J.D., Case Western Reserve University School of Law, 2012

Certificate in Nonprofit Management, Case Western Reserve University Mandel Center for Nonprofit Organizations, 2012

B.A., Columbia College of Columbia University, 2006

Professional & Community

Professional & Community

  • Leadership Council on Legal Diversity, 2020 Class of Fellows
  • Estate Planning Council of Cleveland, Board Member and Membership Committee Chair
  • American Bar Association, Member
  • Ohio State Bar Association, Member
  • Cleveland Metropolitan Bar Association, Member
  • CMBA's Estate Planning, Probate, and Trust Law Section, Head of Programming 
  • CMBA's Volunteer Lawyers for the Arts Committee, Member and Past Chair
  • CMBA's Reach Out for Nonprofit Organizations Committee, Member
  • Geauga County Bar Association, Member and Past Chair of its Good Deeds Committee
  • University Hospitals Diamond Advisory Group, Member
  • Planned Giving Council of the Cleveland Museum of Art, Member

Presentations and Publications

Presentations and Publications

  • “Updates from the 2021 Heckerling Institute,” Presentation with Joseph M. Mentrek, Estate Planning Council of Cleveland (June 1, 2021)
  • "Electronic Wills and Artificial Reproductive Technology," Guest Lecturer for Estate Planning Class, Case Western Reserve University (February 22, 2021)
  • “Beneficiary Withdrawal Powers: A Hole in The Armor of Ohio Third-Party Settled Spendthrift Trusts,” Co-Author with Amy Friedmann, Probate Law Journal of Ohio (November/December 2020)
  • “Political Activism, Lobbying, and Free Speech for Nonprofits,” Organizer and moderator, Reach Out for Nonprofit Organizations (October 27, 2020)
  • "Introduction to Guardianships with Judge Laura J. Gallagher from the Cuyahoga County Probate Court," Organizer and moderator, Cleveland, OH (September 30, 2020)
  • Introduction to Estate Administration with Magistrate Koenig from the Cuyahoga County Probate Court, Organizer and moderator, Cleveland, OH (September 16, 2020)
  • “The Issue with Issue” Artificial Reproductive Technology, Boy Scouts Lake Erie Council Estate Planning Presentation (September 14, 2020)
  • “Pandemic Planning,” Presenter, OSBA Marvin Pliskin (September 11, 2020) 
  • "Introduction to E-Filing with the Cuyahoga County Probate Court," Organizer and Moderator, Cleveland, OH (August 6, 2020)
  • "Employment Matters and Update on Annual Report Extensions", Organizer and Moderator, Reach Out for Nonprofit Organizations, Cleveland, OH (May 5, 2020)
  • “A View From the Bench” with Judge Laura J. Gallagher from the Cuyahoga County Probate Court, Judge Timothy J. Grendell from the Geauga County Probate Court and Judge Mark J. Bartolotta from the Lake County Probate Court, Organizer and Moderator (April 21, 2020)
  • "Electronic Wills and Artificial Reproductive Technology," Guest Lecturer for Estate Planning Class, Case Western Reserve University (April 8, 2020)
  • "General Nonprofit Issues," Organizer and Panelist, Reach Out Live for Nonprofit Organizations (April 7, 2020)
  • “Spendthrift Trusts and Creditor Protection,” Presentation with Amy Friedmann at the CMBA Estate Planning, Probate & Trust Law Section, Cleveland, OH (February 2020)
  • “The Essentials of Estate Planning,” Presenter, Bay Village Early Childhood PTA (January 2020)
  • “What to Think About When You’re Thinking of Forming a Nonprofit: Legal and Operational Considerations with Abigail A.K. Jacobs, Senior Assistant Attorney General, Charitable Law Section, Office of the Ohio Attorney General presenting on “Board Governance”," Services for Independent Living presentation for their Leadership Academy (December 2019)
  • Matthew Bender Debtor-Creditor Law treatise “Spendthrift Trusts,” chapter co-editor with Amy Friedmann (to be published) (November 2019)
  • "What is your “OZ” IQ?" Panelist, Cleveland Foundation continuing education seminar (September 2019)
  • “Information for Enthusiasts and Collectors” - VLA Community Presentation at 78th Street Studios (September 2019)
  • “An Event to Remember: How Nonprofit Organizations Can Stay on the Right Side of the Law,” Organizer and Moderator, Reach Out Live for Nonprofit Organizations (May 2019)
  • “Generation Skipping Transfer Tax,” Guest Lecturer for Estate Planning Class, Case Western Reserve University (March 2019)
  • "Fiscal Sponsorship – What Works Best?" Panelist, Candid – Foundation Center Midwest (February 2019)
  • “Perks and Pitfalls of Being a Nonprofit Employer,” Organizer, Moderator and Panelist, Reach Out for Nonprofits (August 2017)
  • “It’s Not an Event or Fundraiser Until Legal Gets Invited,” Organizer and Moderator, Reach Out for Nonprofits (May 2017)
  • “Common Issues Involved with Insurance Trusts,” Guest Lecturer for Estate Planning Class, Case Western Reserve University (April 2017)
  • “Attorneys Advising Artists,” Bankruptcy Law Section and VLA joint CLE presentation (January 2017)
  • “Estate Planning for Artists,” VLA CLE Presentation at 78th Street Studios (October 2016)
  • “Use of Beneficiary Designations, PODs and TODs in Estate Planning”  Guest Lecturer for Estate Planning Class, Case Western Reserve University (March 2016)
  • "Planning for the Future: Art, Antiques and Estates,” Presenter, Cowan’s Auctions, Inc. (February 2016)
  • “Planning with Beneficiary Designations,” Probate Law Journal of Ohio (January/February 2016)
  • “Estate Planning for the Artist” Presenter, Artist Archives of the Western Reserve  (December 2015)
  •  “Use of Beneficiary Designations, PODs and TODs in Estate Planning,” 42nd Annual Estate Planning Institute (October 2015)

News & Events

News

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Licensed In

  • Florida
  • Ohio

"Jaclyn Vary is highly skilled as a trusts and estates lawyer and responsive to her clients. She is a dedicated professional – smart, funny and good-natured."

Chambers High Net Worth Guide

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