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A donor advised fund or DAF is a charitable giving vehicle that provides an easy way for someone to donate assets to multiple charitable organizations in Ohio or other states without the hassle of paperwork for multiple donations. A DAF also provides… Read More

A charitable lead trust (CLT) is a form of trust that reduces a person’s estate tax by donating a portion of the estate to charity. A CLT can also provide an income tax deduction in some cases. Assets are placed in the trust and the trust makes pay… Read More

A charitable gift annuity (CGA) is a financial arrangement in which a donor makes a gift of money or other assets to a charitable organization and in return the organization makes payments back to the donor for the remainder of his or her life. In ad… Read More

Ohio asset protection attorneys use a wide variety of tools and strategies to protect a client’s assets. Trusts, including irrevocable trusts, revocable trusts and asset protection trusts, are used in combination with limited liability companies (a… Read More

When it comes to Ohio asset protection, attorneys and other advisors are finding they are turning more and more to advanced strategies for asset protection planning in order to fully protect clients’ assets. Additionally, they are finding that bett… Read More

Ohio asset protection attorneys usually recommend that wealthy families use trusts to pass their assets and estates on to their children. From legacy trusts to trust funds for children, trusts offer a number of advantages to help ensure your estate a… Read More

LLCs and asset protection — In Dayton and Ohio, asset protection attorneys frequently use a limited liability company (LLC) as part of an overall strategy to protect a client’s assets from potential creditors. Often clients have heard about formi… Read More

Domestic asset protection trusts (DAPTs) are a valuable tool for protecting hard-earned assets against loss due to lawsuits, divorces, bankruptcy and other creditors. However, Ohio’s trust laws do not yet provide asset protection to self-settled tr… Read More