Estate Planning for Disabled Beneficiaries
Many of us know the joys the family can bring to us—but with these joys also come worries and fear.
David has a deep understanding of business operations that helps clients make the right decision for their organization. In addition, David’s experience with litigation gives his business practice a unique focus for both business transactions, asset protection, and litigation support. David was admitted to the Ohio Bar in 1978 and to the Ohio Federal Courts’ Bar in 1982. David’s past experience in the areas of estate planning and probate work also integrate well to support David’s practice in the areas of Asset Protection, Business Services, Business and Trust Litigation.
I can help you make informed decisions to secure the future of your family and business.
Estate planning is an important part of making sure our families are taken care of when we’re gone. If you have questions about how to best protect your assets, I can help. Thinking about the future of your legacy can give the people we leave behind a great sense of peace and keep them from facing any confusion about your wishes.
Your specific legal issue demands a personalized approach. That’s why we’ll work together to create a solid plan of action for your case. I believe that no person should face a legal situation on their own, which is why I often reach out to third parties and professionals to create solutions that work for your best interest. My ultimate goal is to show you through each step of the way that I’ll do what it takes—even consulting other attorneys—to ensure your legal needs are met.
Because the law can sometimes feel confusing, it’s important to make sure that you understand all your options before you make a decision. I can outline strategic paths that have the opportunity to lead to likely outcomes. More than that, it’s about being transparent and keeping things as simple as they need to be. I’m not just an advocate, but a resource as well. Contact me today for a consultation and learn about the benefits of planning for the future in a simple, painless process.
Your initial estate planning session is our opportunity to get to know your goals and to inform you about estate planning from beginning to end. We want to understand your long-term goals and talk about how you can achieve them. I want you to feel empowered by your new knowledge and to understand that we do care about achieving your goals.
A Last Will and Testament is a document that describes how property you hold in your name on the date of your death will be distributed through the local court in the county of your residence at the time of your death. Your wishes about a variety of subjects following your death can be addressed in the Will, including the distribution of your property, care of minor children, and burial wishes.
A Trust is an estate planning tool that can potentially minimize estate costs and distribute property to beneficiaries outside of probate court, as a private transaction. Under Trust distributions of property, a third party, called a Trustee, holds assets for beneficiaries. The Trustee is responsible for distributing assets to the beneficiaries according to the directions in the trust.
Hiring an estate planning attorney requires research, understanding, and sometimes some luck to find the right fit. We strongly encourage that the selection process includes a preliminary telephone interview with the prospective firm or attorney. During that interview, we suggest asking questions that really help you understand their process and their services.
Asset Protection planning requires a global review and plan for risk. It should take into consideration protecting, to the extent possible, the type of an individual’s assets and choosing a type of ownership over the asset that will protect those assets from creditors. It should also consider claims on profits due to income tax or, in large estates, claims on the property on death due to estate tax.
Every business has legal challenges, whether it is strategic planning for the organization’s growth or defending the business assets, The Law Office of David G. Bale is here to help you and your business with creative and practical business law solutions that will assist in enabling your organization to prosper.
Why Choose The Law Office of David G. Bale For Your Business Needs? Businesses need more than traditional legal services to succeed. Traditionally business owners seek legal services after legal challenges arise. Businesses need business law legal assistance with a fundamental understanding of business operations.
Many of us know the joys the family can bring to us—but with these joys also come worries and fear.
Dealing with the loss of a loved one is never easy. This goes for both aging parents and grandparents who
Since the landmark Supreme Court decision of Obergefell v. Hodges in 2015, same-sex marriage became the law of the land,
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