OH Specific

Trusts, Estates & Probate

Ohio Trusts 101

Credits Available
Credit Status Total
Indiana CLE Approved 6.7 Total
Ohio CLE Approved 6.75 Total
Ohio Certified Paralegals Approved 6.5 Total
OnDemand
6 hours 36 minutes
Daniel McGuire
Paul Shugar
James Koewler
Benjamin Zacks
With Daniel J. McGuire from Mansour Gavin L.P.A. + 3 others
Recorded November 05, 2025
Product ID 100926

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Overview

Provide your clients with the full spectrum of wealth preservation options.

When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!

  • Determine what role the settlor will play by weighing the pros and cons of establishing an irrevocable trust over a revocable trust.
  • Learn what not to do when selecting and drafting a revocable trust to avoid common mistakes.
  • Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of irrevocable trusts.
  • Explore the powers and duties of personal representatives in irrevocable trusts.
  • Save money on taxes with effective use of defective trusts.
  • Learn why it's important to know when to file the tax return for grantor trusts.
  • Determine whether a client qualifies as a beneficiary of a special needs trust.
  • Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.

Abbreviated Agenda

  1. Where to Begin? - An Overview of Trusts
  2. Estate Planning for Individuals with Disabilities
  3. Revocable Living Trusts
  4. Grantor Trusts
  5. Trusts Used for Tax Reduction
  6. Ethical Considerations

Related Topics

Product ID 100926

Credit Details

Credits Available
Credit Status Total
Indiana CLE Approved 6.7 Total
Ohio CLE Approved 6.75 Total
Ohio Certified Paralegals Approved 6.5 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Where to Begin? - An Overview of Trusts

    1. Main Terms Defined
    2. Major Laws Governing Creation and Administration of Trusts
    3. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
    4. Revocable vs. Irrevocable
    5. Determining Your Client's Planning Needs
    6. Reasons for Drafting a Trust
    7. Deciding Which Type of Trust to Use

  2. Estate Planning for Individuals with Disabilities

    1. The Types of Special Needs Trusts and Their Specific Purposes
    2. Who Can Be the Beneficiary
    3. Drafting Tips and Samples

  3. Revocable Living Trusts

    1. Traditional Estate Planning vs. Revocable Trust Planning
    2. Credit Shelter Trusts
    3. Marital Deduction Trusts
    4. Qualified Terminable Interest Trusts (QTIPs)
    5. Funding the Trust
    6. Drafting Tips and Samples
    7. Common Mistakes to Avoid
    8. Tax Consequences

  4. Grantor Trusts

    1. What Grantor Trusts are Used for
    2. Types of Grantor Trusts
    3. Provisions Triggering Grantor Trust Status
    4. Funding the Grantor Trust - Who Is the Grantor?
    5. Drafting Tips and Samples
    6. Taxation Considerations - When to File the Return?
    7. Administrative Power

  5. Trusts Used for Tax Reduction

    1. Charitable Remainder Trusts
    2. Qualified Domestic Trusts
    3. Qualified Personal Residence Trusts (QPRTs)
    4. Defective Trusts
    5. Education Trusts for Children and Grandchildren
    6. Generation Skipping Trusts
    7. Funding the Trust

  6. Ethical Considerations

    1. Who is Your Client?
    2. Confidentiality in Third Party Communications
    3. Assessing The Client's Capacity
    4. Avoiding Fraudulent Transfers

Who Should Attend

This basic level online seminar is designed for the professionals involved in creating, administering, and terminating trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Financial Planners
  • Tax Professionals
  • Paralegals

Speakers

Daniel J McGuire
Daniel J.
McGuire
Mansour Gavin L.P.A.
Paul R Shugar
Paul R.
Shugar
Reminger Co., L.P.A.
James L Koewler Jr.
James L.
Koewler, Jr.
The Koewler Law Firm
Benjamin S Zacks
Benjamin S.
Zacks
Zacks Law LLC
Speaker bio
Daniel J McGuire

Daniel J. McGuire

Mansour Gavin L.P.A.
Daniel McGuire

is partner with Mansour Gavin L.P.A. in Cleveland, Ohio. He is an experienced trusts and estates attorney, helping clients obtain solutions based on their unique situations, concerns and goals. Mr. McGuire has represented clients in the entire wealth spectrum, and is adept at advising clients to address changing circumstances that require planning for the future. He is licensed in Ohio and Florida. Before joining Mansour Gavin L.P.A., Mr. McGuire was involved on the administrative side of trusts, ensuring the stated goals and intentions of trust grantors were correctly interpreted and executed. He has served as a mentor to newer trust officers, teaching the practicalities of trust administration, and providing them an accelerated education in the field. Mr. McGuire is a member of The Florida Bar, and Ohio and Cleveland Metropolitan bar associations. He earned his B.A. degree from The College of Wooster and his J.D. degree from Case Western Reserve University School of Law.

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Speaker bio
Paul R Shugar

Paul R. Shugar

Reminger Co., L.P.A.
Paul Shugar

is an attorney with Reminger Co., L.P.A. He is a member of Reminger's Probate Litigation Department and has trial experience litigating million-dollar estate, trust and guardianship issues such as undue influence, power of attorney abuse, and financial exploitation. An award-winning journalist who worked at daily newspapers around the country before becoming a lawyer, Mr. Shugar employs the writing and investigation skills he developed as a reporter to help people in a legal setting. He is a member of the Ohio State Bar Association and an officer for the Cleveland Metropolitan Bar Association's Estate Planning, Probate and Trust Law Section. Mr. Shugar earned his B.A. degree from Ohio University E.W. Scripps School of Journalism and his J.D. degree, cum laude, from Cleveland-Marshall College of Law.

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Speaker bio
James L Koewler Jr.

James L. Koewler, Jr.

The Koewler Law Firm
James Koewler

is the founder of The Koewler Law Firm, where his main areas of practice include elder law, special needs and Medicaid planning, and veterans disability. He is a member of the Ohio State, American, Cleveland Metropolitan and Akron bar associations. Mr. Koewler is a member of the National Academy of Elder Law Attorneys, and the Life Care Planning Law Firms Association. He earned his B.S. degree from Purdue University and his J.D. degree from Indiana University.

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Speaker bio
Benjamin S Zacks

Benjamin S. Zacks

Zacks Law LLC
Benjamin Zacks

is the founding member of the Columbus firm of Zacks Law LLC, where his practice includes representation of businesses and individuals in connection with business formation, restructuring, wealth planning and funding, asset preservation, estate planning and probate, entrepreneurial law, health care practice group law, intellectual property, computers, energy and technology, debt restructuring, taxation, accounting, auditing, asset recovery matters, and international transactions. He has particular real estate experience in acquisitions and dispositions, commercial and residential lease transactions, permanent and construction financing (on behalf of both lenders and borrowers), office and condominium development, syndications, joint ventures, construction and architect contracts, developer representation, title insurance, zoning and land use development, planning services and litigation services at the trial and appellate levels (state and federal), and in arbitration. Mr. Zacks is a graduate of the Harvard Negotiation Project and has lectured to various professional groups on entity selection, professional ethics, taxation, property rights, buying and selling real estate, title insurance, zoning, and land use issues. He earned his B.A. degree from The Ohio State University and his J.D. degree from Capital University Law School. Mr. Zacks is licensed to practice law in Ohio and Arizona, and before the U.S. Tax Court. He is a member of the Columbus, Ohio State, and American bar associations; and State Bar of Arizona.

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Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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