Estate, Trust & Probate

Have You Thought About Business Succession Planning Recently?

Posted on in Business, Estate, Trust & Probate, News
Have You Thought About Business Succession Planning Recently?

On Thursday, November 10, Weston Hurd LLP and Corrigan Krause CPAs launched their BRIGHT IDEA series (Informative Discussion. Exceptional Advice.) designed to address topics that are important to the well-being of a closely-held business. With two-thirds of businesses in the United States owned by entrepreneurs over the age of 50 and an estimated 10 million […]

Does Ohio Recognize “Virtual Adoption”?

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Does Ohio Recognize “Virtual Adoption”?

In a three part series for the Estate Planner newsletter, Weston Hurd partner, Angela Carlin, poses the question Does Ohio Recognize “Virtual Adoption”?  In Sanders v. Riley, No. S14A1314, decided March 16, 2015, the Georgia Supreme Court upheld the equitable doctrine of virtual adoption when it reversed a trial court’s judgment in favor of Curtis […]

Estate Planner – November-December

Posted on in Estate, Trust & Probate, News

Here’s a brief glance at what you’ll find in the November/December issue of the Estate Planner 2015 – Estate Planner – November December The final segment of a three-part series written by Weston Hurd partner Angela Carlin on “Does Ohio Recognize Virtual Adoption?” Part 3 continues its discussion on whether Ohio recognizes virtual adoption. Double whammy – IRD triggers […]

Estate Planner – September-October

Posted on in Estate, Trust & Probate, News

Here’s a brief glance at what you’ll find in the September/October issue of the Estate Planner 2015 – Estate Planner – September October Part 2 of a 3 part series written by Weston Hurd partner Angela Carlin on “Does Ohio Recognize Virtual Adoption?” Part 2 continues its discussion of the recent Georgia Supreme Court decision in Sanders v. […]

Estate Planner – July-August

Posted on in Estate, Trust & Probate, News

Here’s a brief glance at what you’ll find in the July/August issue of the Estate Planner 2015 – Estate Planner – July August Part 1 of a 3 part series written by Weston Hurd partner Angela Carlin on “Does Ohio Recognize Virtual Adoption?” Part 1 examines a recent Georgia Supreme Court decision in Sanders v. Riley, No. […]

Estate Planner – May-June

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Here’s a brief glance at what you’ll find in the May/June issue of the Estate Planner…2015 – Estate Planner – May June Powers of attorney: Springing vs. nonspringing Watch out for GST taxes Retirement ahead? Choosing the right pension plan payout option requires planning Estate Planning Red Flag – You’ve designated the wrong beneficiary for your life […]

Estate Planner – March-April

Posted on in Estate, Trust & Probate
Estate Planner – March-April

Featured articles in this issue of the Estate Planner include: Moving forward with ABLE accounts; Update your estate plan to reflect your second marriage; 21st century estate planning accounts for digital assets; Planning for aging parents – five tips for the sandwich generation; Estate Planning Red Flag – You’re not making direct payments of tuition and […]

Estate Planner – January-February

Posted on in Estate, Trust & Probate

In this issue: Life Insurance – A Powerful Estate Planning Tool for Nontaxable Estates Four Ways to Transfer A Family Business Changing Family Makeup Requires Estate Plan Review Funding the Costs of Disability Through an ABLE Account 2015 – Estate Planner – January February