Spencerville Estate Lawyer, Ohio

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James Donald Pohlman

Real Estate, Government, Estate, Bankruptcy & Debt
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  45 Years

Carlene Huston-Kinworthy

Juvenile Law, Estate Planning, Family Law, Personal Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  32 Years

Amanda Waltz

Estate Planning, Wills & Probate, Business Organization
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  10 Years

Taryn Douglas

General Practice
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  8 Years

Michael Alan Burton

Real Estate, Estate, Bankruptcy, Personal Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  29 Years

Mike Burton

Personal Injury, Trusts, Bankruptcy, Commercial Banks
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  29 Years

James Frederick Hearn

Estate Planning, Family Law, Divorce & Family Law, Collection
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  38 Years

Laia Mortimer

Family Law, Estate Planning, Criminal
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  8 Years

Courtney Wiesenmayer Burton

Estate, Real Estate, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  29 Years

Bob Wiesenmayer

Corporate, Trusts, Tax, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  59 Years

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

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800-943-8690

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LEGAL TERMS

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.

KINDRED

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

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.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)
A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

NET ESTATE

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

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.

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.

SAMPLE LEGAL CASES

Estate of Beavers v. Knapp

{¶ 2} This action arises out of an October 9, 2001 motorcycle-truck collision that resulted in the death of Robert L. Beavers Jr. Knapp, who was newly 765 employed as a truck driver by Rush, was traveling from the Rush facility in Dayton, Ohio to Columbus, where he was ...

Estate of Stevic v. Bio-Medical Application of Ohio, Inc.

{¶ 3} In October 2003, Donald Stevic went to the Richland County Kidney Dialysis Center for dialysis treatment. Appellant, Bio-Medical Application of Ohio, Inc., dba FMC Dialysis Services of Richland County ("Bio-Medical"), owns and operates the Richland County Kidney ...

Estate of Graves v. Circleville

{¶ 1} This appeal involves the availability of the public-duty rule as a defense to liability of employees of a political subdivision. Appellants, Circleville Police Department Officers Peter Shaw, William Eversole, and Ben Carpenter [1] ("the officers"), assert that the public-duty rule governs ...

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