The following are relevant legal documents that have been created by Elliott Stapleton.
A Checklist for Executors or Trustees. This allows the fiduciary of an Estate to determine the first steps to take regarding business and personal assets.
There is also a summary of the current Ohio Estate Tax Rules and Federal Estate Tax Rules. This is relevant for planning your Business Succession and Life Insurance Trusts.
|Checklist: What to do if you are an Executor or Trustee of an Estate.by Elliott Stapleton.pdf|
|File Size:||210 kb|
|Summary of the Current Federal Estate Tax Exemptions in 2011, 2012, and 2013 by Elliott Stapleton.pdf|
|File Size:||158 kb|
2012 et seq. © Copyright Elliott Stapleton, LLC. All rights reserved.