Elliott Stapleton
Top rated Estate Planning & Probate attorney in Cincinnati, Ohio
Christopher Diedling
Practice Areas: Estate Planning & Probate, Business & Corporate, Elder Law; view more
Licensed in Ohio since: 2007
Education: University of Louisville Louis D. Brandeis School of Law
Selected to Rising Stars: 2013 - 2017 Call today:
513-586-6864
Christopher Diedling
123 Boggs Lane1st Floor
Cincinnati, OH 45246 Visit website
Details
Attorney Elliott Stapleton is a partner at the Cincinnati law firm of Cornetet, Meyer, Rush & Stapleton, Co., L.P.A. Since joining the firm, Mr. Stapleton has focused his career on providing guidance and representation to individuals and business owners from throughout Southern Ohio and neighboring Northern Kentucky.
His reputation as a knowledgeable and professional attorney has led clients to seek his assistance with legal needs that fall in the following areas:
• Estate planning and probate
• Elder law
• Business law
• Business formation and planning
• Contract law
• Trust law
Mr. Stapleton earned a Bachelor of Arts in political science from the University of Cincinnati in 2003, and he earned his law degree from the University of Louisville Louis D. Brandeis School of Law in 2007. Later that same year, the state of Ohio approved him to practice in its courtrooms, and the Kentucky Bar Association granted him admission in 2013. Since that time, he has proudly represented residents of both states.
Although Mr. Stapleton's legal career spans less than 10 years, he has already earned a place among the region's most promising young attorneys. In fact, he has a "Superb" rating from Avvo, and the Cincinnati Bar Association has named him Lawyer of the Week.
Attorney Stapleton has a reputation as a determined and skilled lawyer, and he also has a reputation as an active and valuable member of the legal community. He is a member of a number of organizations, including:
- Board Chairman of La Terza Coffee
- Cancer Family Care Board of Trustees
- Gamma Xi Board Member
- Gem of the Highlands 5K Board Member
Professional Organization Membership
- 40 under 40 – Cincinnati Business Courier
- C-Change Class 7
- Cincinnati Bar Association
- Cincinnati Academy of Leadership for Lawyers
- Co-Founder of Linkinnati
- Kentucky Bar Association
- Honorable Order of Kentucky Colonels
- Ohio Bar Association
- Scottish Rite of Freemasonry
- University of Cincinnati Foundation – Planned Giving Committee
- Volunteer Lawyers Project (VLP) Panel Member
Here is a summary of 30 different types of Trusts with a link to a more expanded article for each trust:
- Revocable Living Trust (RLT).
- Irrevocable Trusts
- Simple Trusts
- Complex Trusts
- Intentionally Defective Grantor Trust (IDGT)
- Charitable Remainder Trust (CRT)
- Charitable Lead Trust (CLT)
- Irrevocable Life Insurance Trust (ILIT)
- Stand-Alone IRA Beneficiary Trust
- Special Needs Trust (SNT)
- Minor Trust
- Spendthrift Trust
- Blind Trust
- Discretionary v. Non-Discretionary Trust
- Medicaid Trust
- Crummey Trust
- 2642(c) Trust
- Bypass Trust (B-Trust or Credit Shelter Trust)
- Qualified Terminal Interest Property Trust (QTIP Trust or marital trust)
- Dynasty Trust (GST Exempt Trust)
- Grantor Retained Annuity Trust (GRAT)
- Spousal Lifetime Access Trust (SLAT)
- Qualifying Domestic Trust (QDOT)
- Qualified Personal Residence Trust (QPRT)
- Incomplete Gift Non-grantor Trust (ING, NING, CING, DING)
- Domestic Asset Protection Trust – Ohio Legacy Trust
- Foreign Trust
- Electing Small Business Trust (ESBT)
- Qualified Subchapter S Trust (QSST)
- Pet Trust
Practice areas
Estate Planning & Probate, Business/Corporate, Elder LawFocus areas
Business Formation and Planning, Business Organizations, Contracts, Estate Planning, Limited Liability Companies, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills
First Admitted: 2007, Ohio
Professional Webpage: https://cmrs-law.com/attorney-profiles/elliott-stapleton/
Bar/Professional Activity:
- Cincinnati Academy of Leadership for Lawyers
- Honorable Order of Kentucky Colonels
- Cincinnati Bar Association
- C-Change Class 7
- Chairman of La Terza Coffee
- Ohio
- Ohio Bar Association
- Commonwealth of Kentucky, 2013
- Gamma Xi 21, Inc.
- United States District Court for the Southern District of Ohio
- Scottish Rite of Freemasonry
- Kentucky Bar Association
Videos:
- There seems to be a common misconception that adding a Transfer on Death (TOD) designation (also known as a beneficiary designation) to assets will cure all concerns at death. For the majority of families, this is not an accurate belief. While a TOD may avoid Probate, it does not solve all family concerns at death. The following is a summary of common concerns and potential solutions., Ohio Asset Protection: Transfer on Death vs. Trust Planning, Estate Planning, 2020
- What to expect in the Ohio Probate process summarized in four minutes. , Four Minute Overview of the Probate Process, Estate Planning, 2019
- Special Needs Trust for Ohio Explained by Elliott Stapleton an Attorney in Cincinnati, 2012
Special Licenses/Certifications:
- Certified Retirement Coach, 2017
Honors/Awards:
- 40 under 40, Cincinnati Business Courier, 2018
- Brandeis Inns of Court, University Of Louisville School Of Law
- Order of Omega Fraternity
- Securities Law Moot Court, University Of Louisville School Of Law
- Phi Alpha Delta Legal Fraternity
- Dean's Scholarship, Josephine Fisher Award, University Of Louisville School Of Law
Educational Background:
- University of Cincinnati, Cincinnati, Ohio, B.A. in Political Science, Honorary Order of the Omega.
White Papers:
- By: Cincinnati Estate Planning Attorney Elliott StapletonUsing a Will in Ohio requires that assets transfer through the Probate court. There are methods of avoiding Probate to ensure your assets are transferred to the right people with minimal expenses and time. This article discussed the methods for avoiding Probate in Ohio. , Avoiding Probate, 2013
- Revocable Living Trust (RLT): A trust that can be changed or revoked by the grantor (also known as a settlor) during their lifetime.Irrevocable Trusts: A trust that cannot be changed or revoked by the grantor after it has been established.Simple Trusts: A trust that distributes all income to beneficiaries each year.Complex Trusts: A trust that holds assets and distributes income and principal to beneficiaries in different ways.Intentionally Defective Grantor Trust (IDGT): A trust that is designed to allow the grantor to receive tax benefits while still transferring assets to beneficiaries.Charitable Remainder Trust (CRT): A trust that donates assets to charity after the death of the grantor.Charitable Lead Trust (CLT): A trust that makes annual payments to the charity for a specified period of time, after which the remaining assets are distributed to beneficiaries.Irrevocable Life Insurance Trust (ILIT): A trust that owns life insurance policies on the grantor’s life. The proceeds of the policies are distributed to beneficiaries after the grantor’s death.Stand-Alone IRA Beneficiary Trust: A trust that is established to hold the assets of an IRA after the death of the IRA owner.Special Needs Trust (SNT): A trust designed to hold assets for a person with special needs.Minor Trust: An irrevocable trust that is established to hold assets for a minor under the age of 21.Spendthrift Trust: A trust that is established to hold assets for a person who is not able to manage their own finances.Blind Trust: A trust that is established to hold assets for a person who does not want to know what assets are held in the trust.Discretionary v. Non-Discretionary Trust: A discretionary trust gives the trustee the power to decide how to distribute income and principal to beneficiaries. A non-discretionary trust requires the trustee to distribute income and principal to beneficiaries according to a specific formula.Medicaid Trust: A trust that is designed to hold assets for a person who is receiving Medicaid benefits. Also known as a Medicaid Asset Protection Trust.Crummey Trust: A trust that allows beneficiaries to make annual gifts to the trust without triggering a gift tax.2642(c) Trust: A trust designed to hold assets for one person who is a “skip person” without using a portion of your GST exemption but requires the trust assets to be included in the Beneficiary’s estate.Bypass Trust (B-Trust or Credit Shelter Trust): A trust designed to allow a spouse to leave assets to their children without using up their estate tax exemption.Qualified Terminal Interest Property Trust (QTIP Trust or marital trust): A trust that allows a spouse to leave assets to their spouse for life and then to their children after the spouse’s death. All income must be distributed to the spouse annually.Dynasty Trust (GST Exempt Trust): A trust that is designed to allow assets to be transferred to future generations without triggering gift taxes.Grantor Retained Annuity Trust (GRAT): A trust that allows a grantor to transfer assets to beneficiaries and receive an annuity payment for life or a period of years.Spousal Lifetime Access Trust (SLAT): A trust that allows a spouse to transfer assets to beneficiaries and receive lifetime access to the assets. Qualifying Domestic Trust (QDOT): A trust that allows a non-citizen spouse to leave assets to their spouse without triggering estate tax. Qualified Personal Residence Trust (QPRT): A trust that allows a parent to transfer ownership of their home to their children at a reduced gift tax value. Incomplete Gift Non-grantor Trust (ING, NING, CING, DING): A trust that is designed to allow a donor to make gifts to a trust without triggering gift tax. Domestic Asset Protection Trust – Ohio Legacy Trust: A trust that is designed to protect assets from creditors during life. This type of trust has significant costs to create and administer but also provides significant creditor protection to the creator of the trust (typically for $1+ million in assets to be held in such a trust). Foreign Trust: A trust that is not located in the United States. Electing Small Business Trust (ESBT): A trust that allows an S corporation to have multiple shareholders. Qualified Subchapter S Trust (QSST): A trust that allows an S corporation to have a single shareholder. Pet Trust: A Pet Trust allows you to provide for the care of your pet after you die. It is a way to ensure that your pet will have a loving home and the care they need. This also includes the ownership of a horse, cat, dog, and any other pets in Ohio., 30 DIFFERENT TYPES OF TRUSTS: CHOOSING THE RIGHT ONE FOR YOU, Estate Planning, 2023
- Probate Administration in CincinnatiThis legal resource website is for individuals and families in Cincinnati Ohio who are acting as Executors for a Probate Estate. This includes administration in Hamilton County, Butler County, Warren County and Clermont County., Probate Attorney in Cincinnati, Estate And Probate Law In Cincinnati, 2012
- Whether your children are in college or diapers, it is important to put an Estate Plan in place. This consists of naming Guardians, deciding on the distribution of assets, and ensuring the assets go to the right people. , Planning for Parents, 2013
- Parents in a second marriage want to be sure they care for a surviving spouse and also protect their children from being disinherited. Asset protection planning can allow a blended family to ensure a fair distribution. Here is a visual guide from Estate Planning Lawyer Elliott Stapleton on the importance of Trust and Asset Protection Planning. , Trust and Asset Planning for Second Marriages, Trust And Estate Planning, 2014
Other Outstanding Achievements:
- 40 under 40 - Cincinnati Business Courier, 2019
Industry Groups:
- Cincinnati Bar Association
- Cincinnati Chamber Of Commerce
- Estate Planning
- Ohio State Bar Association
- Probate
- Trust
Office location for Elliott Stapleton
123 Boggs Lane
1st Floor
Cincinnati, OH 45246
Phone: 513-586-6864
Selections
5 Years Rising Stars
- Rising Stars: 2013 - 2017
