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  • Postal address32730 Walker Road, Ste J-1, Avon Lake, Ohio 44012
  • Phone Numbertel:1-440-930-2826
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Estate Planning Attorney Avon Lake Ohio Elder Law Joseph Motta Attorney

Joseph L. Motta Co.

Elder Law and Estate Planning Attorney

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Tag: gifting

How to Give Gifts to Your Grandchildren

April 24, 2022May 2, 2022
Gifting to Grandchildren Estate Planning

Gifting assets to your grandchildren can do more than help your descendants get a good start in life — it can also reduce the size of your estate and the tax that will be due upon your death. Perhaps the simplest Read More …

Elder Law, Estate Planning, Medicaid Qualification, Wills & Trustsannual gift tax exclusion, gifting, gifting grandchildren, making gifts, medicaid qualifications

How to Use Intrafamily Loans as Part of Your Estate Plan

December 15, 2021December 18, 2021

When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be used to gift money to the Read More …

Elder Law, Estate Planning, Wills & TrustsAnnual gift tax, estate planning attorney, gifting, intrafamily loan, lifetime gift tax exemption, passing on a family business

Why an Irrevocable Trust May Be Superior to Gifting

April 26, 2021May 16, 2021
Gifting Through Irrevocable Trust

Parents and other family members who want to pass on assets during their lifetimes may be tempted to gift the assets. Although setting up an irrevocable trust lacks the simplicity of giving a gift, it may be a better way Read More …

Elder Law, Estate Planning, Long Term Care Planning, Medicaid Planning, Wills & Trustselder law attorney, estate planning attorney, gifting, irrevocable trust, long term care planning

Joseph L. Motta Co.

Estate Planning Attorney Avon Lake Ohio Elder Law Joseph Motta Attorney

Joseph L. Motta Co., LPA is your local estate planning attorney’s office. We are devoted to provide you with the peace of mind from knowing your affairs have been planned to avoid the disruptions that can accompany death or incapacity. From wills, trusts & power of attorney documents to long term planning and special needs planning, we use our expertise to provide you with the best advice on how to protect the ones you love.

Office in Avon Lake

(440) 930-2826
32730 Walker Rd. Suite J-1
Avon Lake, OH 44012
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  • 2020 Estate Planning Guide
  • 2020 Ohio Medicaid Guide
  • Special Needs Trust Guide from Your Special Needs Planning Attorney
  • Understanding Probate
  • Benefits of a Living Trust
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Copyright © 2023 Joseph L. Motta Co.. All rights reserved.

Joseph L. Motta Co.

  • Home
  • About
    • Avon Lake Spotlight Video
    • Back
  • Events
  • Our Practice Areas
    • Estate Planning Attorney
    • Long Term Care Planning
    • Special Needs Planning Attorney
    • Medicaid Planning
      • Medicaid Eligibility: Spouse’s Income and Benefits
      • Medicaid: Community Spouse Resource Allowance (CSRA)
      • Back
    • Back
  • Resources
    • Blog Posts
    • Senior Scam Info
    • Client Forms
      • Estate Planning for Married Couple
      • Estate Planning for Single Person
      • Long-Term Care Client Questionnaire
      • Probate Worksheet
      • Back
    • Helpful Guides
      • Estate Planning Guide
        • Understanding Probate
        • Preparing a Will
        • Benefits of a Living Trust
        • Back
      • 2022 Ohio Medicaid Guide
      • Special Needs Trust Guide
      • Revocable Living Trust
      • Back
    • Back
  • Reviews
  • Contact

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