Recent Posts

Ohio Estate Planning, Trust & Probate Law

Since January 2006, A law blog (BLAWG) for professionals and the general public in Ohio regarding estate planning, trust and probate law.

Is The Family Foundation Giving Way to The Donor-Advised Fund?

Posted on Wednesday April 22nd, 2009 at 14:47 in charity, charitable foundation, private foundation, family foundation, donor-advised funds, columbus foundation

A charitable family foundation can be much more involved than a donor-advised fund. It is important to understand a client’s expectations before recommending one or the other. A recent Wall Street Journal article, Family Charities Shift Assets ...
Probate Law Institute (PLI) Agenda Set - Part I The Charitable Lead Trust

Posted on Tuesday February 17th, 2009 at 15:44 in charity, clt, cba, charitable lead trust, columbus bar association, columbus foundation

In a recent Wall Street Journal investment article, the reporter covered the use of a charitable lead trust (CLT) and the benefit of doing so in a depressed economy. [We covered this topic in a blog post last year]. Coincidentally, the Wall Stree...