» Trust Administration

Trust Funding: A Quick Guide to Funding Methods

Trusts can be a powerful tool for managing and distributing your assets. However, you’ll still need to fund that trust with various assets. Funding a trust involves transferring assets from your individual ownership into the ownership of the trust.… Read More
Read More

What to Do if You Suspect Someone is Stealing from a Trust

Trusts are established to protect assets and ensure they’re used for their intended purposes. Unfortunately, cases of mismanagement or even outright theft can occur. If you suspect that a trustee is not fulfilling their duties, take quick actio… Read More
Read More

Understanding the Role of a Trustee

Trusts are an essential tool in estate planning. They offer a structured way to protect, manage and distribute assets to beneficiaries. Every trust requires a trustee, who is responsible for managing trust assets and ensuring that the grantor’s… Read More
Read More

Is a Charitable Trust Right for You?

Estate planning ensures your assets are distributed according to your wishes. While traditional wills and trusts are common tools for managing your estate, charitable trusts offer an alternative approach that allows you to support the causes you care… Read More
Read More

How Business Owners Can Protect Assets with Trusts

Running a business comes with its fair share of risks. Lawsuits and creditors can wipe out hard-earned assets—both personal and private, depending on your business structure—in one fell swoop. If you’re a business owner, asset protection and co… Read More
Read More

What Kind of Expenses Can a Special Needs Trust Cover?

People with serious disabilities often need additional financial resources to support and enhance their quality of life. Fortunately, both the State of Ohio and the federal government provide means-tested benefits to support low-income individuals wi… Read More
Read More

Estate Planning for High-Net-Worth Individuals

If you have a significant net worth, proper estate planning isn’t just desirable—it’s a must. With a comprehensive estate plan, you can minimize your estate tax liability, avoid probate and protect your beneficiaries’ inheritance. Working wit… Read More
Read More

The Option to Dissolve: Understanding Revocable Living Trusts

Estate plans can include a number of legal instruments, including wills, powers of attorney and trusts. Choosing the right estate planning tools ensures that your assets are distributed exactly as you wish upon your death. There are primarily two typ… Read More
Read More

Setting Up a Charitable Trust

Estate planning enables you to distribute your assets while reducing your tax liability by taking advantage of a myriad of financial tools. One such financial tool is a charitable trust. A charitable trust allows you, your beneficiaries and a 501(c)3… Read More
Read More

Basic Duties of a Trustee

Whether a trust is included in your estate plan, or you’ve been asked to administer a trust, it’s important to understand the duties of a trustee. Permitting someone to manage considerable sums of money, property or other assets is a serious unde… Read More
Read More

Contact Our Attorney

440-937-8364