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Category: Estate Planning

Bloodline trusts need to flex for future generations


November 10, 2017

 

A bloodline trust can protect a family’s inheritance, but also provide the flexibility necessary to address the needs of future generations. Lacie O’Daire, a partner in our Tax and Wealth Management group, explains in Crain’s Cleveland Business how this flexibility may be useful to current and future beneficiaries of such a trust.

HNW Planning


August 30, 2017

On November 15, 2017, Gary A. Zwick will be speaking on the topic, “HNW Planning,” before the Society of Financial Service Professionals, in Independence, Ohio.

A Potpourri of Creative and Possibly Aggressive Estate Planning Ideas


Gary A. Zwick will present on the topic, “A Potpourri of Creative and Possibly Aggressive Estate Planning Ideas,” on November 8, 2017, at the Canton Estate Planning Forum, in North Canton, Ohio.

Understanding the Legal Claims of Testamentary Capacity and Undue Influence


November 22, 2016

In an article published in the November 2016 issue of the Journal of Financial Service Professionals, Walter | Haverfield partner John Schiller discussed the two principal ways that a testamentary transfer of property can be challenged. Written with the assistance of Walter | Haverfield partner Jamie Price, John also emphasized that one should have an understanding of the applicable state laws and case law which govern wills, trusts, or inter vivos transfers of property when he or she becomes involved in a dispute over the legitimacy of such documents.

Revocable Living Trust / Grantor Trusts


December 15, 2015

On December 15, 2015, James M. Mackey spoke at an NBI Seminar in Independence, Ohio (“Trusts 101”). Jim’s presentations were titled, “Revocable Living Trusts” and “Grantor Trusts.”

Revocable Trusts Offer More Control Over Distribution of Retirement Assets


November 19, 2015

The Use of Ohio Legacy Trusts as an Alternative to a Prenuptial Agreement


April 1, 2014

In theandnbsp;Ohio Probate Law Journal, Vol. 24, Issue 4, March/April 2014, 265, Kevin R. McKinnis wrote an article entitled “The New Kid of the Block: The Use of Ohio Legacy Trusts as an Alternative to a Prenuptial Agreement”,andnbsp;