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We are experienced in the art of administering trusts and implementing tax savings strategies that increase the net value of the inheritances received by clients’ families. We also coordinate matters with investment managers and assist on distributions to beneficiaries.
Contacts
Jeffrey P. Consolo
216-348-5805
Brian J. Jereb
216-348-5810
Bernard L. Karr
216-348-5803
Roger L. Shumaker
216-348-5801
Ryann Whalen
312-642-1484
News and Events
2013 Business Outlook Survey Results -
01/31/2013
McDonald Hopkins 2013 Business Outlook Survey Report -
01/31/2013
McDonald Hopkins Services and Industries Overview Brochure -
06/11/2012
What is your greatest business challenge? -
05/01/2012
Back to the Future: Business succession and estate planning for 2013 starts now -
01/26/2012
2012 Business Outlook Survey Results -
01/25/2012
Estate Planning Alert: Low interest rates plus low valuations create extraordinary planning opportunities -
11/10/2011
Patient Protection and Affordable Care Act-Issue 3: Freedom of Expression: Federally mandated break time for nursing mothers -
04/29/2010
Patient Protection and Affordable Care Act-Issue 1: Overview of Landmark Healthcare Reform Legislation -
03/23/2010
Tax Practice: IRS Proposes Expansive Disclosure of Tax Positions by Businesses -
02/08/2010
McDonald Hopkins is on-the-move! -
01/01/2010
A Special Report: Foreign Corrupt Practices Act (FCPA) Poses Risk for Middle Market Companies -
12/15/2009