.Managers who are organizing an investment fund (or even raising money for an operating company) at times want to make the investment more attractive to investors by adding provisions that require at least some payments to the investors before...
Disclaimer bypass trusts can have huge tax benefits in New Jersey.
This article explains the considerations and consequences of the American Taxpayer Relief Act of 2012 and how it affects both individuals in their employment and in their estate planning needs.
I'm proud to announce that I was published in New Jersey Law Journal again this past week, this time on the topic of the "fiscal cliff" tax changes have altered planning for the state-level Estate Tax.
Confused as to whether transferring your home into a revocable living trust will mess up your mortgage, title insurance, or tax benefits? Read our latest blog post for answers.
Creditor Protection Trust (also known as an Ohio Legacy Trust)
Prior to 2013, if you created a Trust for your benefit (meaning you could still use the money or property) your creditors could reach the Trust assets. Effective on March 27, 2013,...
On December 20, 2012, the State of Ohio passed a Legacy Trust statute. This new creditor protection will take effect on March 20, 2013 (90 days after passage).
Specifically, this statute will allow for the creation of a Trust, in your own name,...
Probate Attorney in Cincinnati, Elliott Stapleton summarizes the most recent Estate Tax changes for 2013. These changes will effect the Probate process for anyone who dies after January 1, 2013.
This article addresses both the Federal Estate...
What are the consequences of joint ownership of assets between husband and wife?
This post applies UFTA to a variety of situations, including joint accounts.