Estate Tax Reduction Looming

ESTATE TAX REDUCTION LOOMING   ($13.6 Million back to about $6 Million in 2026)       As of January 1, 2026, the current lifetime estate and gift tax exemptions will sunset and revert back to

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Corporate Transparency Act Reporting

December 27, 2023

Action Required: Corporate Transparency Act Reporting Is Here Original link can be found at the American Bar Association here:     The Anti-Money Laundering Act of 2020, which is part

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Trust Termination Statute

March 16, 2023

Ohio Revised CodeSection 5801.22 Termination of irrevocable trust as a result of trust-terminating distributions.Effective: April 3, 2023Legislation: Senate Bill 202 - 134th General Assembly(A) When a trust is to

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Gehrke v. Senkiw - Incorporation by Reference

January 16, 2023

Gehrke v. Senkiw Court of Appeals of Ohio, Second Appellate District, Montgomery CountyApril 22, 2016, RenderedAppellate Case No. 26829 Summary This court held that the validity of a revocable trust that the

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Ohio HB 7 - Estate Planning, Trust and Probate Law CHANGES

  OHIO LEGISLATIVE SERVICE COMMISSION   FINAL ANALYSIS   On August 17, 2021, Ohio HB 7, the Ohio State Bar Association’s Estate Planning, Trust and Probate Law section bill revising some of

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Creditor Claims must be properly Presented

June 29, 2021

Stafford Law Co., L.P.A. v. Estate of Coleman, 8th Dist. Cuyahoga No. 109377,  2021-Ohio-1097 An attorney who had, prior to death, provided legal services to a decedent during her

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