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.

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.

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.

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 with the assistance of 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.

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.”

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 situations may make a revocable trust the appropriate beneficiary for a retirement account.

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;