Belle Valley Estate Planning Lawyer, Ohio

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Includes: Gift Taxation

William Fields

Real Estate, Estate Planning, Corporate, Personal Injury
Status:  In Good Standing           

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Michael M. Hollingsworth

Litigation, Estate Planning, Workers' Compensation, Personal Injury
Status:  In Good Standing           Licensed:  45 Years

Jonathan Marsh Perrin

Real Estate, Estate Planning, Estate, Family Law
Status:  In Good Standing           Licensed:  33 Years

Robert Jay Gall

Estate Planning, Estate, Corporate, Commercial Bankruptcy
Status:  In Good Standing           Licensed:  42 Years

Gerald Anthony Mollica

Estate Planning, Family Law, Insurance, Personal Injury
Status:  In Good Standing           Licensed:  61 Years

Edward Scott Robe

General Practice
Status:  In Good Standing           Licensed:  61 Years

Edward Robe

Elder Law, Estate Planning, Commercial Real Estate, Federal Appellate Practice
Status:  In Good Standing           Licensed:  61 Years

Scott Mckibben Robe

Estate Planning, Workers' Compensation, Elder Law, Personal Injury
Status:  In Good Standing           

James Darryl Sillery

Estate Planning, Family Law, Insurance, Personal Injury
Status:  In Good Standing           Licensed:  51 Years

Joseph Yanity

Administrative Law, Medical Malpractice, Elder Law, Estate Planning
Status:  In Good Standing           Licensed:  72 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 Belle Valley Estate Planning Lawyers and Belle Valley Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)
The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)
A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

DEED OF TRUST

See trust deed.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)
A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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. ...