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Articles featuring Estate Planning

Trust Assets In Divorce Actions : How to Protect Against a Beneficiary’s Prospective Ex

Friday March 16, 2018

Michael J. Stegman

Presentation to the Marvin R. Plisken Advanced Estate Planning Institute, Columbus, Ohio September 2016
ACTEC Annual Meeting, Scottsdale, Arizona, March 2017
The Cincinnati Bar Association Advanced Estate Planning Institute, Cincinnati, Ohio, March 2017
The Ohio State Bar Association Family Law Institute, March 2018

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“Protecting and Preparing for the Future,” Business Brief (March 2015)

Tuesday March 1, 2016

Aaron M. Monk

  • 1 attachment

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Integrating Asset Protection into your Estate Planning Practice

Tuesday September 1, 2015

Michael J. Stegman

  • 1 attachment

Presentation to the Notre Dame Tax and Estate Planning Institute, South Bend, Indiana, September, 2015 by Michael J. Stegman

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What Clients Want: Asset Protection for Themselves and Their Heirs; Advising on Asset Protection Trusts

Tuesday September 1, 2015

Michael J. Stegman

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Michael J. Stegman, a partner at Kohnen & Patton LLP, presented “What Clients Want: Asset Protection for Themselves and Their Heirs; Advising on Asset Protection Trusts” to the Notre Dame Tax and Estate Planning Institute in South Bend, Indiana, September of 2012.

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Estate Planning in the Era of High Federal Exemptions, Probability, and No Ohio Estate Tax-2015 OSBA Convention, Sandusky, Ohio

Friday May 1, 2015

Ann M. Seller

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Ohio’s Revised Dynasty Trust Statute: Closing (and Springing) the Delaware Tax Trap and The Legacy Trust as a Vehicle for Advanced Estate Planning

Thursday May 1, 2014

Michael J. Stegman

Presentations to the First Annual Asset Protection & Legacy Trust Institute to an audience of over 700 professionals April, 2013 by Michael J. Stegman.

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Ohio Leaps Forward: The Ohio Legacy Trust Act and Other Reforms

Sunday December 1, 2013

Michael J. Stegman

CCH Financial and Estate Planning, CCH 12-2013, Vol. 3, Report No. 308 at 33,811, co-authored with D. Bowen Loeffler and John Sullivan III

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The Importance of Beneficiary Designations (November 12, 2013)

Tuesday November 12, 2013

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The Legacy Trust as a Vehicle for Advanced Estate Planning

Monday July 1, 2013

Michael J. Stegman

Probate Law Journal of Ohio, Vol. 23, No. 6, July/August 2013, co-authored with Brian C. Layman.

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Welcome to Ohio: a Premier Trust Jurisdiction

Saturday June 1, 2013

Michael J. Stegman

Journal of the Society of Trust & Estate Practitioners, June 2013 by Michael J. Stegman.

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