Blog

Settlor's Intent

Effectuating a settlor’s intent is supposed to be a primary guiding principle of trust law. For centuries, courts have stated that their primary purpose in a trust case is to give effect to the “settlor’s

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Retirement Money Access and the CARES Act for Covid-19 (Coronavirus)

April 13, 2020

  The 2.2 Trillion Dollar Stimulus Package known as the CARES ACT offers a NEW DISTRIBUTION OPTION for eligible RETIREMENT PLANS.    Eligible retirement plans may offer distributions of up to

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IMPORTANT *** THE SECURE ACT

February 10, 2020

***If your Estate Plan contains significant Retirement Assets and you have a trust in place Please call 513-351-1525 so I can review your plan to see what changes may be necessary. THE SECURE ACT effective as of

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Trump's Estate Tax Sunset

February 6, 2020

Estate and gift tax planning were among the many areas of tax law impacted by the Tax Cuts and Jobs Act (the “ACT”), which took effect on January 1, 2018. In 2017 the lifetime gift and estate tax exemption amount

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Spendthrift - Fahey Banking Co. v Carpenter

Fahey Banking Co. v. Carpenter, 2019-Ohio-679 Trial court's Civ.R. 12(B)(6) dismissal on motion of trustee of a spendthrift trust in action brought by creditor bank to collect future required distributions to

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HB 595 - NEW LAW to Improve Probate

PROBATE OMNIBUS BILL (H.B. 595) House Bill 595 is known as the Probate Omnibus Bill and includes a number of noteworthy proposals, including the following: Allowing the creator of a trust to require that disputes

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Trump's Estate Tax

On December 20th, 2017 Congress passed the "Tax Cuts and Jobs Act", which become law on January 1, 2018. The new exemption more than doubled the previous year’s estate tax exemption of $5,490,000 per individual to

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