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Documents on Trusts And Estates
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|Estate Planning Guidelines for Collectibles|
Laurence E. Fundler; Greenbaum, Rowe, Smith & Davis LLP;
November 10, 2015, previously published on November 2015Planning for the succession of collectibles can easily be overlooked, resulting in diminution in value, dismantling of the collection, significant income or estate tax consequences, and dissension among family members. The following are highlights of some of the challenges unique to estate and...
|Estate Planning for Digital Assets|
Morris W. Banks, Deborah S. Breck, Rebekah M. Burgio, Herbert H. Moorin, D. Robert Morris; Pullman & Comley, LLC;
November 10, 2015, previously published on October 30, 2015Do you have a personal laptop computer, iPad, iPhone or other personal electronic device requiring an access password? Who, besides you, has that information? If something happens to you, how will your information be retrieved?
|Powers of Attorney and Living Wills|
Andrew J. Art, David P. Benedetto, H. William Beseth, Ronald C. Christian, Mark S. Feuer; Taft Stettinius & Hollister LLP;
November 6, 2015, previously published on October 28, 2015In response to questions we receive on a recurring basis, Taft’s Private Client group initiated a series of answers to frequently asked questions. The following law update is the second in the series. We will continue to inform you of new rules and important deadlines as they arise.
|Should You Get Rid of Your Trusts?|
Brian J. Jereb; McDonald Hopkins LLC;
October 30, 2015, previously published on August 28, 2015“We heard that we could get rid of our trusts,” are familiar words heard in our law offices today. We use certain trusts to minimize federal estate taxes - commonly known as death taxes. The much publicized American Taxpayer Relief Act of 2012 instituted a federal estate tax exemption...
|A Silver Lining in the Cloud of the Market Correction|
Roger L. Shumaker; McDonald Hopkins LLC;
October 30, 2015, previously published on August 24, 2015From an estate planning viewpoint, the current drop in security values offers two opportunities - funding a Grantor Retained Annuity Trust (GRAT) and funding a Charitable Lead Annuity Trust (CLAT). The success of these types of trusts is dependent on realizing investment returns in excess of the...
|Scratching Out Your Will Still Not the Best Option|
Darren Stewart; Singleton Urquhart LLP;
October 26, 2015, previously published on October 19, 2015Countless tales of woe fill the textbooks found in Canadian law schools. One of the more memorable such tales—one that points out how the area of wills and estates evolves over time— is that of Saskatchewan farmer Cecil George Harris.
|Reasons to establish a trust. When do you need a trust? And why?|
Kellie Schneider; The Law Offices of Sally S. Andrews;
October 22, 2015, previously published by TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor, provides investment advisory services. Trust services are provided by TIAA-CREF Trust Company, FSB.Which trust is right for you? The following is an overview of some of the different types of trusts we can help establish and manage. We also offer other types of trusts — our Trust Company representatives can describe these capabilities in more detail.
|Are You Properly Protected?|
Greenbaum Rowe Smith Davis LLP;
October 19, 2015, previously published on October 2015In 2008, the U. S. House of Representatives designated the third week in October as National Estate Planning Awareness Week. The resolution was driven by concern for the estimated 120,000,000 Americans who lack up-to-date estate plans to protect themselves, their families and their legacy in the...
|Legal and Accounting Trusts and Estates Engagements: There Be Dragons|
Johannes S. Kingma; Carlock, Copeland & Stair, LLP;
October 14, 2015, previously published on October 1, 2015Trusts and estates engagements typically involve complexity, conflicts, and lots of cash. Both lawyers and accountants have seen a ground swell of malpractice litigation arising from these engagements, and both the professionals and their insurers should be wise to the risks these engagements...
|Five Good Reasons Why Ohio is a Great State for Estate Planning|
Buckingham Doolittle Burroughs LLC;
October 1, 2015, previously published on September 11, 2015Ohio residents consider themselves lucky to live in the buckeye state when undergoing their estate planning process. Here we list 5 of the top reasons why. For starters, did you know Ohio no longer has an estate tax and never had a gift tax?