Bear Market Provides Boost to a Little-Known Strategy; a Record Low Hurdle Rate

By Mike Spector

John Schuman, a principal at Budros, Ruhlin & Roe Inc., a Columbus-based wealth-management firm, suggested Ms. Ridgley set up a charitable lead trust. "She wanted to give [the sale proceeds] to her kids, but she also had these charitable goals," Mr. Schuman says. The trust presented an opportunity "to balance those interests."