Recent News Items
2013 Seminar
Smith and Condeni's Twentieth Annual Select Strategies for Insurance and Estate Planning Seminar
Newsletter: January-March 2013
March 13, 2013
Survey of Estate Planning Issues For 2013, Finally… Creditor Protection in Ohio With Domestic Asset Protection Trust
The TOLI Vault
January 28, 2013
Introducing The TOLI Vault, our New Trustee Administration Services.
Newsletter: November/December 2012
December 10, 2012
Business Succession Planning, Estate and Trust Planning
Newsletter: September/October 2012
October 10, 2012
Panning For Non-Traditional Couples; Medicare Open Enrollment Deadlines; Planning With Limited Liability Companies
Newsletter: July/August 2012
August 10, 2012
Oil & Gas Leases In Ohio; Veterans Pension Programs; Current Topics & Recent Developments
Newsletter: May/June 2012
June 14, 2012
Large Gift Planning With Increased Tax Exemption; Asset Protection Opportunities Under Ohio's New LLC Laws; Estate & Tax Planning For Same Sex Couples
Newsletter: March/April 2012
March 27, 2012
Wealth Management Through Estate Planning; Tax Law Changes & Retirement Planning; Estate & Trust Administration
Newsletter: January/February 2012
February 14, 2012
Get Personal: Making Every Conversation Matter; Ohio Uniform Power of Attorney Act; Succession Planning for Business Owners
Newsletter: November/December 2011
November 21, 2011
Inflation Adjustments for 2012; Non-tax Reasons for Trust Planning; The Importance of Lifetime Trust Funding
Newsletter: September/October 2011
October 20, 2011
Case Study on Complementary Use of Life Insurance and IRAs; Eyes Wide Shut - Vigilance in the Recognition of Client Exploitation; Don't Be Late to the Party - Medicare Enrollment Deadline
Newsletter: July/August 2011
August 16, 2011
Governor Kasich Repeals the Ohio Estate Tax; The Future Of Medicaid and Medicare; Important Business Documents
Newsletter May/June 2011
June 13, 2011
In this issue: Planning for Lifetime Transfers in 2011 And 2012; Protection of Real Estate in a Decedent's Estate; Estate Tax Planning with Qualified Personal Residence Trusts
Newsletter: March/April 2011
March 18, 2011
In this issue: Federal Estate & Gift Tax Reforms Possible; Ohio Domestic Asset Protection Trust Planning; Creditor Protection Planning With Inherited IRAs
Newsletter: February 2011
February 21, 2011
In this issue: Death For The Ohio Estate Tax?; The Married Couple’s Guide To The New Federal Estate Tax Law; Trends And Tips In Long-term Care Planning
Newsletter: January 2011
January 18, 2011
In this issue: Estate Tax Planning Strategies For Married Couples; Year End Tax Planning; 17th Annual Select Strategies For Insurance And Estate Planning Seminar
Newsletter: November 2010
November 16, 2010
In this issue: Estate Tax Planning Strategies For Married Couples; Year End Tax Planning; 17th Annual Select Strategies For Insurance And Estate Planning Seminar
Newsletter: October 2010
October 22, 2010
In this issue: Beneficiary Conversion Strategies for Roth Ira's; Best Practices for Retention Of Business Records; Life Care Planning for Seniors
Newsletter: September 2010
September 28, 2010
In this issue: The Role Of Gender In Estate Planning; Long-term Care Planning Techniques; Federal Estate Tax Planning In 2010
Newsletter: August 2010
August 19, 2010
In this issue: Estate Tax Update; Veterans' Benefits for LTC; A Case Study
Newsletter: July 2010
July 26, 2010
In this issue: Annuities and Estate Planning; Retaining Key Employees; Dealing with Current Estate Tax Law
Newsletter: June 2010
June 24, 2010
In this issue: Non-domestic Estate Planning; The Importance Of Estate Planning: A Case Study; Business Planning In Difficult Financial Times
Newsletter: May 2010
May 20, 2010
In this issue: Federal Estate Tax Planning In 2010; Planning With Family Limited Partnerships; Early Withdrawals From Retirement Accounts
Newsletter: April 2010
April 15, 2010
In this issue: Asset Protection for Retirement Benefits; Federal Estate Tax Planning in 2010; Why Hire and Elder Law Attorney to Assist with the Medicaid Application Process?
Newsletter: March 2010
March 16, 2010
In this issue: Roth IRA Conversion and Federal Estate Tax Planning in 2010
Newsletter: February 2010
February 26, 2010
In this issue: The Importance of a Well-Designed Estate and Wealth Management Plan
Newsletter: January 2010
January 19, 2010
In this issue: Estate Tax Planning for 2010 and Beyond
Planning with Life Insurance Limited Liability Companies
November 10, 2009
Smith and Condeni LLP releases new article on planning with Life Insurance Limited Liability Companies.
Read more: Planning with Life Insurance Limited Liability Companies
Newsletter: October 2010
October 19, 2009
In this issue: Social Security
Smith and Condeni Launches New Website
October 15, 2009
Our new website features a completely new user interface and easy-to-use menus and navigation.
Newsletter: September 2009
September 10, 2009
In this issue: Business Succession Planning, Estate Taxes and Long-term Care Coverage
Newsletter: August 2009
August 15, 2009
In this issue: Long Term Care and Medicaid Planning, Claiming Dependents for Income Tax Purposes.
Newsletter: June 2009
June 11, 2009
In this issue: Estate Tax Reform, Post Mortem Planning
Newsletter: April 2009
April 07, 2009
In this issue: IRAs and RMDs, Charitable Lead Trusts
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News & Updates
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2013 Seminar
May 16, 2013Smith and Condeni's Twentieth Annual Select Strategies for Insurance and Estate Planning Seminar
More... > -
Newsletter: January-March 2013
March 13, 2013Survey of Estate Planning Issues For 2013, Finally… Creditor Protection in Ohio With Domestic Asset Protection Trust
More... > -
The TOLI Vault
January 28, 2013Introducing The TOLI Vault, our New Trustee Administration Services.
More... >
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Wealth Management Through Estate Planning
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