Minors' Trust
Provides for young children without handing a 13-year-old a house and a lump sum. Funds are held and released for education, health, and support until your child is genuinely ready.
Advanced Trust Planning
Trusts built around your family.
When a basic will or simple trust is not enough, a tailored trust decides who receives what, when, and on what terms. We design trusts for minors, special-needs heirs, blended families, and staged distributions, with real asset protection built in.
When a Basic Plan Is Not Enough
Some families need more than a one-size-fits-all plan.
A basic will or a standard living trust works well for a simple estate. But the moment your family has young children, a special-needs heir, a second marriage, or a child who is not ready for a lump sum, a one-size-fits-all plan starts to leave gaps.
Advanced trust planning closes those gaps. Instead of handing everything over at once, a tailored trust lets you decide exactly who receives, what they receive, when they receive it, and on what terms. The result is a plan that fits your family instead of forcing your family to fit the plan.
We design each trust around the people it protects. That means clearer instructions, fewer surprises, and far less risk that a court, a creditor, or a well-meaning relative undoes what you intended.
Trusts We Tailor
One structure for every situation.
Every family is different, so every trust should be too. These are the tailored trusts we build most often for Ohio families.
Special-Needs Trust
Protects a special-needs child or adult without jeopardizing means-tested benefits. The trust supplements care while keeping eligibility for Medicaid and SSI intact.
Blended-Family Trust
Makes sure a second spouse, stepchildren, and children from a prior marriage are each provided for as you intend, instead of leaving the outcome to default state law.
Asset-Protection Trust
Shields a home, investments, or business from creditors, lawsuits, and probate. Useful for landlords, physicians, and owners who want their legacy kept out of reach.
Real-World Protections
Practical ways a tailored trust protects your family.
A well-drafted trust does more than pass on assets. It builds in conditions, timing, and safeguards that a plain will simply cannot.
- Provide for minors without handing a 13-year-old a house and lump sum
- Protect a special needs child without jeopardizing benefits
- Stagger distributions over time or upon milestones
- Direct gifts to charities, nieces, and nephews
- Assign heirlooms like grandma's ring or grandpa's WWII keepsake
- Keep your family's information out of public record
“A trust isn't a document. It's a set of instructions your family can lean on long after you're gone.”
Wills & Trusts
The foundation: a will that directs your wishes and a living trust that keeps your family out of probate court.
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Living Trusts
A revocable living trust that keeps your estate out of probate, private, and under your control while you're alive.
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Powers of Attorney
Name who can act on your behalf (financial and healthcare) if you can't speak for yourself.
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Living Wills & Advance Directives
Your wishes on life-sustaining treatment, in writing, paired with a healthcare power of attorney so your family never has to guess.
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Probate & Estate Administration
Guiding executors and families through Ohio probate, and structuring plans to avoid it in the first place.
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Dynasty Trusts & DAPTs
Permanent protection for real estate, investments, and business, shielded from taxes, creditors, and probate.
Learn moreIrrevocable & Asset Protection Trusts
Irrevocable structures (including the Ohio Legacy Trust) that put wealth beyond the reach of future lawsuits and creditors.
Learn moreFrequently Asked
Tailored trusts, answered plainly.
A standard trust simply avoids probate and passes assets along. A tailored trust adds custom terms: staggered distributions, milestone conditions, special-needs protections, or asset shielding. We build the structure around your family's specific situation rather than dropping you into a template.
Not if it is structured correctly. A special-needs trust holds the inheritance for your child's benefit while preserving eligibility for Medicaid and SSI. The trust pays for things those programs do not cover, so your child is better off without losing essential support.
You decide the schedule. A trust can release funds at certain ages, after milestones like finishing college or buying a first home, or in steady amounts over time. This protects a young or financially inexperienced heir from receiving a large lump sum all at once.
Certain irrevocable and asset-protection trusts can shield a home, investments, or a business from future creditors and lawsuits, subject to strict Ohio rules and look-back periods. We will tell you honestly whether your goals call for this kind of structure.
Call us at (440) 613-0439 or book a free introduction. We review your family, your assets, and your goals, then quote a flat fee before any work begins. No hourly billing, no surprises.