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AlerStallings is an estate planning and elder care law firm specializing in providing estate planning services tailored to the needs of Ohio families.

Estate Planning Experts Warn a Will is Not Enough You May Need a Trust.

Revocable Trust

A revocable trust distributes and protects your assets.

What It Does

  • Avoids probate and proceedings to appoint a conservator or guardian should you become disabled
  • Accommodates delayed distributions
  • Allows for change or cancellation of trust provisions during your lifetime
  • It becomes irrevocable upon your death and directs how property should be distributed

What It Doesn’t Do

  • It doesn’t protect your assets from long-term care cost
  • It doesn’t offer any tax advantages
  • Won’t lower administrative cost

*For blended families and families with a large number of accounts and titled assets*


Asset Protection Trust

As the name suggests, asset protection trust keeps the assets they contain, like your home and investments, protected if you need nursing home care.

What It Does

  • Sheild you from long-term care cost
  • Avoid probate
  • Ensure one spouse won’t lose the family home to pay for the other’s long-term care cost
  • Protect your heirs from getting bumped into a higher income tax bracket

What It Doesn’t Do

  • It cannot be revoked
  • It won’t provide immediate protection, as assets must be in the trust for at least 5 years to be protected

*For anyone nearing or in retirement, usually with > $2 million in net worth*