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Four-Part Series

Beyond the Will

Your legacy deserves more than a standard Will. Join us to master advanced trust structures that provide superior asset protection, absolute control, and a clear legal roadmap for the next generation.
Shymon Warzawski Headshot 2025

Class Summary

  • Discretionary Trusts: The Shield
    Empower trustees to protect your beneficiaries from lawsuits and creditors using a “legal shield” that ensures long-term asset security.
  • Mandatory Trusts: The Roadmap
    Eliminate guesswork with fixed distributions. Ensure your heirs receive specific income at exact milestones through a set-in-stone financial roadmap.
  • Asset Control: The Helm
    Maintain the helm of your legacy. Learn legal mechanisms to dictate asset usage and protect your family’s mission after transfer.

 

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Shymon Warszawski

Shymon Warszawski is an Ohio attorney focused on helping families protect what matters most through thoughtful estate planning. His work includes wills, trusts, powers of attorney, healthcare directives, and practical planning for families with minor children, aging parents, and charitable goals. In addition to his legal background, Shymon brings a personal understanding of family and communal values to his work. As a family man and rabbi, he strives to make estate planning feel less overwhelming and more like a meaningful step toward caring for the people you love.

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