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September 7, 2011
What is an Advancement and How Does it Work?
An advancement is a gift given during life to a future heir with the intent that the gift be treated as part of the heir’s inheritance.
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August 31, 2011
Lessons for Trustees and Beneficiaries Part III – Investing Trust Assets
A Trustee has a duty to invest and manage trust assets. How to go about investing Trust assets depends upon the goals of the Trust, Ohio
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August 17, 2011
Lessons for Trustees and Beneficiaries Part II- Safeguarding Trust Property
A Trustee must take reasonable steps to take control of and protect trust property. Hence, if it is tangible property, property that you can touch and
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August 17, 2011
Lessons for Trustees and Beneficiaries Part I – What is a Trust and Who Has to Know About it?
What is a Trust? A Trust is a legal document that sets out the rules for the transfer of property (Ie. When the property will be
[…]
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