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Tax Planning and Wealth Management
Articles
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October 2007 – In an article entitled, “Who will care for Fido or Rover?”, published in the October 19, 2007 issue of the Cleveland Jewish News, Lacie L. O'Daire discussed the establishment of “pet trusts” and their benefits for both pet owners and their animals.
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August 2007– Lacie L. O'Daire was featured in a Crain's Cleveland Business article addressing Ohio's new "pet trust" legislation. In the article entitled "Gone to the Dogs", Lacie discusses the new benefits provided by this legislation for pet owners and their animals.
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June 2007– Gary A. Zwick discusses the interplay of partnership tax rules and estate and trust tax rules in situations in which a decedent owned partnership interests at the time of death in his article entitled, “Partnership Interests in Estate and Trust Administration,” published in the Cleveland Bar Journal.
December 2004 - Tax Planning Update. The Walter & Haverfield Tax & Wealth Management Practice Group outlines the impact of recent tax law changes on closely held clients in it’s Practical Advice On The New Nonqualified Deferred Compensation Rules” article; “Income Tax Benefits Of An Estate Planning Technique”; “Now Is The Time To File Refund Claims For Ohio Grantor ESBTS”; and Florida State tax planning techniques.
