Wickliffe Estate Planning Lawyer, Ohio, page 2

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Includes: Gift Taxation

Anna Maria Petronzio

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

Anthony Philip Van Dyke

Construction, Intellectual Property, Estate Planning, Business & Trade
Status:  In Good Standing           Licensed:  53 Years

Barbara Sue Klein Roman

Litigation, Estate Planning, Family Law, Medical Malpractice
Status:  In Good Standing           

Benjamin Harrison Mellors

Estate Planning, Estate, Divorce & Family Law, Elder Law
Status:  In Good Standing           Licensed:  20 Years

Bradley Leighton Greene

Estate Administration, Estate Planning, Pension & Benefits, Elder Law
Status:  In Good Standing           Licensed:  35 Years

Bradley Aaron Somogyi

Lawsuit & Dispute, Estate Planning, Estate, Business
Status:  In Good Standing           Licensed:  18 Years

Brooke D. Turner-Bautista

Litigation, Estate Planning, Estate, Family Law
Status:  In Good Standing           Licensed:  24 Years

Bruce Alexander Hutton

Estate Planning, Estate, Elder Law, Civil & Human Rights
Status:  In Good Standing           Licensed:  48 Years

C. Lynne Day

Estate Planning, Workers' Compensation, Family Law, Personal Injury
Status:  In Good Standing           Licensed:  31 Years

C. Richard Brubaker

Estate Planning, Business, Commercial Real Estate
Status:  In Good Standing           Licensed:  65 Years

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Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

TIPS

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

LEGAL TERMS

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

DEED OF TRUST

See trust deed.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)
Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

FAMILY POT TRUST

See pot trust.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)
In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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. ...