Estate Planning Council of Cleveland

Cleveland Estate Planning Council

ESTATE PLANNING ONLINE ARTICLES

A number of Northeast Ohio consultants have contributed their technical expertise to write the following articles which cover topics ranging from estate planning to succession planning to charitable remainder trusts.
Just click on an article title to read the full text. We hope these provide you with valuable information and advice.
Introductory Article:

President's Message
Linda M. Olejko, CFP, President, Estate Planning Council of Cleveland

Articles:

Asset Protection Trusts: Under the Delaware Qualified Dispositions in Trust Act

Business Valuations: Essential for any Estate Plan

Buy-Sell Agreements: “Business Pre-Nuptials”

Can You Benefit from Private Split-Dollar Life Insurance?

Designate Beneficiaries Carefully to Reap Maximum Benefit from Retirement Plans

Develop an Exit Strategy for Your Business

Donor-Advised Funds: A Great Option for Charitable Giving

Don’t Put Your Trust In A Banker?

Estate and Gift Tax Planning With Stock Options

Gifting Programs: Advantages and Disadvantages

Gifting Strategies For Appreciating Assets

Gifting to Minors

Irrevocable Pledges: Today’s Handshake

Keeping the Business All in the Family

Life Insurance: An Estate Planning Tool For All Ages

Life Insurance Creating New Wealth

No Need To Hide Your Age

Personal Advantages of Using Trusts in Estate Plans

Prenuptial Agreements

Protecting Concentrated Stock Positions in a Volatile Market

Qualified State Tuition Programs

Statute of Limitation Protections Now Available for Taxpayers Who File Gift Tax Returns

The Durable Power of Attorney: Good Things Do Come in Small Packages

Valued-Added Estate Planning

For more information on these issues and others regarding estate planning, please contact the Estate Planning Council of Cleveland at (216) 696-1228.