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Rome Estate Planning Lawyer, Ohio

Sponsored Law Firm


Includes: Gift Taxation

  SPONSORED LAWYERS

1-6 of 6 matches. Page 1 of 1  

David E. Pontius

Ethics, Estate Planning, Family Law, Criminal, Insurance
Status:  In Good Standing           
CONTACT
4810 State Rd, Ashtabula, OH 44004
Profile LAWPOINTS™40/100
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Dennis J. Kaselak

Estate Planning, Corporate, Credit & Debt, Bankruptcy
Status:  In Good Standing           
CONTACT
401 South St, Chardon, OH 44024
Profile LAWPOINTS™35/100
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Dennis Gerard Wynne

Estate Planning, Business, Firearms, Commercial Real Estate
Status:  In Good Standing           Licensed:  17 Years
CONTACT
Chardon, OH 44024
Profile LAWPOINTS™24/100
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Joseph Ronald Znidarsic

Tax, Litigation, Estate Planning, Corporate
Status:  In Good Standing           
CONTACT
100 7Th Ave, Chardon, OH 44024
Profile LAWPOINTS™34/100
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Gina Marie Bevack

Estate Administration, Wills & Probate, Trusts, Estate Planning
Status:  In Good Standing           Licensed:  21 Years
CONTACT
100 Seventh Ave., Chardon, OH 44024
Profile LAWPOINTS™34/100
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Michael Anthony Wagner

Commercial Real Estate, Estate Planning, Contract
Status:  In Good Standing           Licensed:  11 Years
CONTACT
137 Main Street, Chardon, OH 44024
Profile LAWPOINTS™24/100
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TIPS

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

LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)
A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)
A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

FUNDING A TRUST

Transferring ownership of property to a trust.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)
Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

GRANTOR

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

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)
Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)
Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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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