Blog Entries - 2016

Probate

Posted on: April 21, 2016
Tags: Wiils, Trusts, Estate Planning, Cincinnati, Ohio, Kentucky, Wealth Management
In re Estate of Harmon In action against executor for recovery of assets of estate, trial court had jurisdiction to render a summary judgment to plaintiff where the judgment covered use of funds by executor, even though some of the funds were used to improve read more …

ROTH PROPOSAL

Posted on: April 5, 2016
Tags: Wiils, Trusts, Estate Planning, Cincinnati, Ohio, Kentucky, Wealth Management
OBAMA's PROPOSED 2015 BUDGET: Mandatory ROTH Required Minimum Distributions (RMD) The rule to impose RMDs would bring Roth IRAs into line with traditional IRAs, which already require mandatory distributions at age 70 1/2.  All qualified distributions read more …

PROBATE BATTLE

Posted on: March 22, 2016
Tags: Wiils, Trusts, Estate Planning, Cincinnati, Ohio, Kentucky, Wealth Management
BUSINESS SUCCESSION PLANNING IS EXTREMELY IMPORTANT BUSINESS MANIPULATION TURNS INTO 547 MILLION DOLLAR JUDGMENT Reproduction of an Article from the Cincinnati Enquirer by Andrew Wolfson, @adwolfson9:09 a.m. EDT March 22, 2016 In a read more …

Settlor's Intent

Posted on: March 4, 2016
Tags: Wiils, Trusts, Estate Planning, Cincinnati, Ohio, Kentucky, Wealth Management
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 intent.”1 Yet, the read more …