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Asset Protection, Business, Elder Law and Estate Planning

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Articles

An Estate Planner Meets Asset Protection: An Analysis of the Huber Case: (Probate Law Journal of Ohio – Oct.-Nov. 2013 Issue authored by Bo);

Ohio Legacy Trusts and DAPTs (Sept. 2013- OSBA-Marvin Pliskin Advanced Estate Planning Institute, co-authored by Bo and Dan Griffith, Esq. );

vWhy Asset Protect: the Facts on the Ground; (April 2013- OSBA-First Annual Ohio Asset Protection and Legacy Trust Institute, authored by Bo);

A Walk Through New Chapter 5816 of the Ohio Revised Code; (April 2013- OSBA- First Annual Ohio Asset Protection and Legacy Trust Institute co-authored by Bo, Dan Griffith, Esq. and Brian Layman, Esq);

Ohio's Quiet Revolution: The Ohio Asset Management Modernization Act of 2012 (Probate Law Journal of Ohio-Jan.–Feb. 2013 Issue; co-authored with John Sullivan Esq.);

Why Asset Protect: the Facts on the Ground; H.B. 479: A Potpourri of Protections and A Walk Through New Chapter 5816 of the Ohio Revised Code.

Ohio LLC Update: HB 48 Ushers Ohio into the Modern Age (Probate Law Journal of Ohio-March/April 2012 Issue; co-authored with John Sullivan Esq.).

Legacy Trusts: Will Ohio Move Forward? (Ohio Lawyer Magazine, March/April 2011 Issue co-authored with John Sullivan Esq. and Mike Stegman, Esq).

For Ohio Doctors: Shedding Light on Asset Protection, Tax and Estate Planning (Guardian Press: 2010); Bo co-authored a leading asset protection, business planning and estate planning reference book for Ohio Doctors. He wrote the Asset Protection and Estate Planning chapters of this treatise.

Ohio LLCs After the Olmstead Decision: Why Ohio LLCs are No Good Anymore, How To Fix Them and What To Do Until They Are Fixed (Probate Law Journal of Ohio-Nov./Dec. 2010 Issue co-authored with John Sullivan, Esq).

Have You Done Proper Estate Planning? Click here to view the brochure.

Beneficiary Controlled Trusts-An Effective Ohio Asset Protection and Estate Planning Tool, co-authored by Bo with Brian Layman, Esq. and appearing in the Sept/Oct. 2010 Issue/Volume 21/Number 1 of the Probate Law Journal of Ohio. Click here to view a copy of Bo's article.

Ohio Case Law Update-Long Term Care Planning/Asset Protection (co-presented with Candace Pollock to the Ohio Forum of Estate Planning Attorneys ((OFEPA)) Seminar June-2010). Click here to view a copy of Bo's powerpoint presentation.

Ohio Asset Protection Fundamental Theories and Basic Practice Points-Volume A, co-presented by Bo and John Sullivan at the Ohio State Bar Association Annual Convention, Dayton, Ohio, May 2010. Click here to view a copy of Bo's presentation materials on asset protection.

Domestic Asset Protection Trusts: (DAPTs): A Survey & Basic Practice Points, co-presented by Bo with Randall Borkus, Esq. at the 45th Semi-Annual Collegium Meeting of the National Network of Estate Planning Attorneys. Indianapolis. April 30, 2010. Click here to view a copy of Bo's powerpoint presentation.

How to Sell A Life Insurance Policy From An Old ILIT to a New & Improved ILIT (co-presented to the Ohio Forum of Attorneys, Columbus, Ohio, February 2010)

Asset Protection Tools and Strategies for Ohio Attorneys (co-presented with Steven J. Oshins to the Ohio State Bar Association-District. 3-Oct. 2009)

Trusts, Probate and Ohio Medicaid (co-presented with Candace Pollack to Ohio Job and Family Services Agency/Ott.; August 2009)

The Fundamentals and Opportunities of Asset Protection (co-presented with John E. Sullivan III to the North Coast Estate Planning Council-July 2009)