Posted in: Estate Planning


Bloodline trusts need to flex for future generations

  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…

HNW Planning

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

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In an article published in the November 2016 issue of the Journal of Financial Service Professionals, John Schiller discussed the two principal ways that a testamentary transfer of property can be challenged.andnbsp; In this piece, written…

Revocable Living Trust / Grantor Trusts

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

In an article in a special "Estate Planning" section in the November 9, 2015 issue of Crain's Cleveland Business, titled, "Revocable Trusts Offer More Control Over Distribution of Retirement Assets," Lacie L. O'Daire noted that some familial…

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

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;