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Tax Planning and Wealth Management |
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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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October 2007– Herbert L. Braverman was quoted about the importance of drafting and filing a will, in an article entitled, “Where there’s a will, there’s a way to protect your family,” which appeared in the October 19, 2007 issue of the Cleveland Jewish News. |
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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. |
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January 2006 -
Ohio Tax Amnesty Program |
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January 2000 -
Recent Changes in Taxation of Estates and Trusts |
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