Category

Estate Planning & Probate

Giving Through A Charitable Remainder Trust

A Charitable Remainder Trust (CRT) is an irrevocable tax-exempt trust providing an income stream to non-charitable beneficiaries for life or a determined period of time with the remainder going to...

5 Critical Reasons Why Everyone Needs Estate Planning

Estate planning might sound like a topic reserved for the wealthy or the elderly, but the truth is, everyone can benefit from having an estate plan in place. Whether you’re...

Drop and Swap Strategy Aided by Recent Ohio Law Means Boon for Real Estate Investors

For many years, experienced commercial real estate (CRE) investors in Ohio have structured real estate purchases as an entity purchase and sale, often referred to as a “drop and swap.”...

The Difference Between Testamentary V. Living Trusts

Many families use one of two type of trusts, particularly when there are minor children.  A testamentary trust is created through a person’s Last Will and Testament.  However, the will...

Duties of a Successor Trustee

Upon acceptance of a trusteeship, the trustee shall administer the trust in good faith, in accordance with its terms and purposes and the interests of the beneficiaries, and in accordance...

Changes in Ohio Law Paves Way for Postnuptial Agreements

Ohio has been one of only a handful of states that has not allowed a postnuptial agreement until recently.   In December 2022, the Ohio legislature passed Senate Bill 210 which...

Kentucky Adopts New Legislation For Estate Creditors

Recently enacted House Bill 435 returns the timeframe and conditions in which creditors must present claims against a decedent’s estate under KRS 396.011 to those in place prior to 2020...

Join Us For A Conversation On Tax, Wealth And Estate Planning

As we look back on the first 100 days of President Biden’s administration, there have been many proposed changes to both individual and business tax rates, estate planning considerations, and...

Kentucky Adopts New Power of Attorney Laws

As of July 2020, Kentucky once again implemented new changes to its power of attorney laws. These changes follow the Uniform Power of Attorney Act. A Power of Attorney (“POA”)...

Colleen Fausz Joins Family Nurturing Center Board

DBL Law attorney and CPA Colleen Fausz has joined the Family Nurturing Center Board of Directors. She practices in DBL Law’s Business Organization & Taxation, and Wills, Trusts & Estate...
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