Settlor's Intent

Effectuating a settlor’s intent is supposed to be a primary guiding principle of trust law. For centuries, courts have stated that their primary purpose in a trust case is to give effect to the “settlor’s

read more …

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

read more …

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

read more …

Retirement Money Access and the CARES Act for Covid-19 (Coronavirus)

April 13, 2020

  The 2.2 Trillion Dollar Stimulus Package known as the CARES ACT offers a NEW DISTRIBUTION OPTION for eligible RETIREMENT PLANS.    Eligible retirement plans may offer distributions of up to

read more …


February 10, 2020

***If your Estate Plan contains significant Retirement Assets and you have a trust in place Please call 513-351-1525 so I can review your plan to see what changes may be necessary. THE SECURE ACT effective as of

read more …

Trump's Estate Tax Sunset

February 6, 2020

Estate and gift tax planning were among the many areas of tax law impacted by the Tax Cuts and Jobs Act (the “ACT”), which took effect on January 1, 2018. In 2017 the lifetime gift and estate tax exemption amount

read more …

Spendthrift - Fahey Banking Co. v Carpenter

Fahey Banking Co. v. Carpenter, 2019-Ohio-679 Trial court's Civ.R. 12(B)(6) dismissal on motion of trustee of a spendthrift trust in action brought by creditor bank to collect future required distributions to

read more …