Joe’s broad-based approach incorporates progressive strategies with time-tested estate planning techniques to achieve his clients’ desired results. His wide-ranging skills and practical experience allow him to integrate diverse disciplines including estate plan design and implementation, tax accounting and compliance, process-oriented succession planning, employee benefits and executive compensation, personal wealth management, family governance, business organization and governance, retirement planning, investment planning, and risk management.
Joe has been recognized as a ‘Leading Individual’ in the Chambers High Net Worth Guide 2018 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. As part of the ranking process, Chambers HNW requested feedback from Joe’s clients and sources who said, "[Joe is] one of my go-to people," while another source mentioned, "[Joe] understands the nuances of the family and the finances, and makes a very responsible and appropriate solution. He's lovely, very personable, asks very insightful questions and is very in-tune with family and generational issues and ways to communicate with clients. Clients feel that he really cares about their wellbeing and that things work out properly."
Multiple sources described Joe as an innovative and intellectually creative estate planner, with a strongly collaborative working style and a proactive approach to client relationships. A market insider said, "He deals with very sophisticated concepts and he's able to explain them to the clients in a way that they can understand. What we do is very foreign to them, and they need to understand why we're recommending certain things; he can bring it down to a level that the client can understand." Another source agrees saying, "He empowers clients to ultimately control their planning.” Joe has also been selected for inclusion in The Best Lawyers in America© (2018-2019) in the area of Trusts and Estates.
Joe frequently writes and speaks on tax and estate planning matters, and has addressed the Cleveland Tax Institute, The Cleveland Estate Planning Institute, The Ohio and Cleveland Society of Certified Public Accountants, and The Northern Ohio Planned Giving Council.
He is a member of the American, Ohio, and Cleveland Metropolitan Bar Associations, The Estate Planning Council of Cleveland, and the Tax Club of Cleveland. Most notably, he is responsible for the annual update of the Cleveland estate planning community on the proceedings of the annual Heckerling Institute on Estate Planning. Joe is a past president and trustee of The Estate Planning Council of Cleveland and was chairman of the 2011 CMBA Estate Planning Institute. In 2015, Joe was honored with the Distinguished Estate Planner Award by The Estate Planning Council of Cleveland.
Over the years, he has been involved with various community organizations, including his current work with the Cleveland Clinic Partners in Philanthropy, University Hospitals Diamond Advisory Group, and the Planned Giving Advisory Board of the American Red Cross (Cleveland).
Prior to joining Calfee, Joe practiced as a public accountant for more than 18 years, most recently serving as vice president and director of the Wealth Center at Meaden & Moore, Ltd., a CPA and business consulting firm. Joe joined Calfee in 2015.
- Estate and Succession Planning
- Corporate Succession Planning
- Ohio Northern University, J.D., 1985
- Ohio Northern University, B.S., Business Administration, with high distinction, 1982
- State of Ohio
- U.S. Tax Court
- U.S. District Court (Northern District of Ohio)
- U.S. Court of Appeals for the Sixth Circuit