Catawba Estate Planning Lawyer, Ohio

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Includes: Gift Taxation

Elisabeth C. Duesler

Medicare & Medicaid, Wills & Probate, Estate Planning, Family Law
Status:  In Good Standing           

Jeannette Chu

General Practice
Status:  In Good Standing           Licensed:  21 Years

Jeannette Anne Chu

General Practice
Status:  In Good Standing           Licensed:  21 Years

Anthony Edward Kohler

Wills & Probate, Credit & Debt, Estate Planning, Other
Status:  In Good Standing           Licensed:  41 Years

Beth Fogarty Seall

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

Elizabeth Ann Fogarty Seall

General Practice
Status:  In Good Standing           Licensed:  24 Years

Mark Morton Feinstein

General Practice
Status:  In Good Standing           Licensed:  29 Years

Regina Rosemary Richards

Health Care Other, Estate Planning, Criminal, Business
Status:  In Good Standing           Licensed:  19 Years

Joseph Valore

Banking & Finance, Elder Law, Estate Planning, Commercial Real Estate
Status:  In Good Standing           Licensed:  63 Years

Katrina Sutherly

General Practice
Status:  In Good Standing           

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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.

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

LEGAL TERMS

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)
A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

CREDIT SHELTER TRUST

See AB trust.

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.

CERTIFICATION OF TRUST

See abstract of trust.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)
An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)
The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

NET ESTATE

The value of all property owned at death less liabilities or debts.

SURROGATE COURT

See probate court.

DEVISEE

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

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. ...