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Publications

The Transfer Certificate: The Teeth in the US Estate Tax Bite

Monday June 5, 2017

Ann M. Seller

  • 1 attachment

Article by Ann M. Seller - The process for obtaining a Transfer Certificate is arduous and often quite expensive. This article provides an overview of the purpose of a Transfer Certificate and the process for obtaining one.

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Significant Amendments in Ohio to Both the Corporation Law and Limited Liability Company Act

Thursday July 7, 2016

Aaron M. Monk

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New Method For Startups to Raise Capital: Regulation Crowdfunding

Friday May 13, 2016

Aaron M. Monk

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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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Ohio Legacy Trusts-Purpose, Structure and Implementation

Friday January 1, 2016

Private: Michael J. Stegman

  • 1 attachment

Michael Stegman provides a summary of the Ohio Legacy Trust for clients concerned about asset protection.

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Advising the Expatriating American: Beware the Exit Tax

Friday October 2, 2015

Private: Michael J. Stegman

  • 1 attachment

Trust & Trustees, 2015 21 (8):862-867,doi:10.1093/tantt/ttv090

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Trade Secrets Handbook for Franchise and Distribution Companies

Monday December 1, 2014

Mark J. Zummo

Member Editorial Board (ABA Forum on Franchising)

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Creating an Ohio Legacy Trust

Tuesday November 4, 2014

Private: Michael J. Stegman

Steve Leimberg's Asset Protection Planning Newsletter, November 4th, 2014, co-authored with J. Aaron Byrd

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

Sunday December 1, 2013

Private: 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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