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New Carlisle Estate Planning Lawyer, Ohio

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Includes: Gift Taxation

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1-10 of 241 matches. Page 1 of 25  

Kenneth Joel Krochmal

Traffic, Estate Planning, Divorce & Family Law, Personal Injury
Status:  In Good Standing           

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CONTACT
4403 North Main Street, Dayton, OH 45405
Profile LAWPOINTS™44/100
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Marshall D. Ruchman

Administrative Law, Business Organization, Estate Planning, Pension & Benefits
Status:  In Good Standing           
CONTACT
1700 One Dayton Centre, One South Main Street, Dayton, OH 45402
Profile LAWPOINTS™24/100
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Philip B. Herron

Estate Planning, Family Law, Land Use & Zoning, Legislative Practice
Status:  In Good Standing           
CONTACT
1700 One Dayton Centre, One South Main Street, Dayton, OH 45402
Profile LAWPOINTS™24/100
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Stephen M. McHugh

Business Organization, Collection, Elder Law, Estate Planning
Status:  In Good Standing           
CONTACT
1700 One Dayton Centre, One South Main Street, Dayton, OH 45402
Profile LAWPOINTS™23/100
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Adam Joseph Arnold

Estate Planning, Estate, Criminal, Business
Status:  In Good Standing           Licensed:  13 Years
CONTACT
120 W Second St, Union City, OH 45402
Profile LAWPOINTS™34/100
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Alan Lorne Weeter

Estate Planning, Family Law, Criminal, Bankruptcy
Status:  In Good Standing           Licensed:  10 Years
CONTACT
1370 N Fairfield Rd, Dayton, OH 45432
Profile LAWPOINTS™24/100
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Alexandra Winters

Family Law, Estate Planning, Criminal, Trusts
Status:  In Good Standing           Licensed:  8 Years
CONTACT
3304 N Main St, Union City, OH 45405
Profile LAWPOINTS™24/100
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Alexandra M. Drummy

Estate Planning, Estate
Status:  In Good Standing           Licensed:  20 Years
CONTACT
415 Far Hills Ave, Dayton, OH 45409
Profile LAWPOINTS™17/100
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Alexandra Bickel

General Practice
Status:  In Good Standing           Licensed:  8 Years
CONTACT
3304 N Main St, Union City, OH 45405
Profile LAWPOINTS™14/100
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Alfred William Schneble

International Tax, Estate Planning, Bankruptcy, Medical Malpractice
Status:  In Good Standing           Licensed:  44 Years
CONTACT
11 W Monument Ave, Union City, OH 45402
Profile LAWPOINTS™34/100
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TIPS

Easily find New Carlisle Estate Planning Lawyers and New Carlisle Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

CREDIT SHELTER TRUST

See AB trust.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)
The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

CERTIFICATION OF TRUST

See abstract of trust.

SAMPLE LEGAL CASES

Shoemaker v. Gindlesberger

... decided over 20 years ago. {¶ 13} Appellants' second reason for asking for an exception to the privity rule is the need to have attorney accountability in the area of estate planning and wealth transfer. Because any mistakes that ...

Ohio State Bar Assn. v. United Fin. Sys. Corp.

... Bar. {¶ 4} 3. Respondent has engaged in the unauthorized practice of law by marketing and selling to residents of the state of Ohio living trusts and other estate-planning and transfer documents. {¶ 5} 4. Respondent's business ...

Cincinnati Bar Assn. v. MID-SOUTH

121 Ohio St.3d 212 (2009). 2009-Ohio-749. CINCINNATI BAR Association v. Mid-South Estate Planning, LLC, et al. 213. No. ... {¶ 2} 1. By marketing and selling living trusts and other estate-planning documents in Ohio, Mid-South engaged in the unauthorized practice of law. ...

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