Breakfast Briefing: New Ohio Legacy Trust Act

The Ohio Legacy Trust Act became effective on March 27, 2013.  This new legislation has created a number of changes in the law which may have a critical impact on your assets. Please join Scott and Louis as they explore aspects of the Act and specifically how Ohio now: 

  • Allows transfers of assets into a trust to protect them from future creditors while retaining the right to personally benefit from the trust
  • Sets up definite statutes of limitations to avoid fraudulent transfers
  • Protects $132,900 ($265,800 for a couple) of equity in your home
  • Protects 529 Plans
  • Protects inherited IRAs
  • Allows post-death disclaimers generally without the occurrence of fraudulent transfers


WHEN: June 6, 2013

WHERE: Doubletree by Hilton (3663 Park East Blvd., Beachwood, 44122)

WHEN: 7:30 am – 8:00 am – Breakfast and Networking

8:00 am – 9:30 am   Seminar

RSVP: Sara Cox at or (216) 831-0042