Blog
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
Corporate Transparency Act Reporting
Action Required: Corporate Transparency Act Reporting Is Here Original link can be found at the American Bar Association here: http://tinyurl.com/wxw43d8s The Anti-Money Laundering Act of 2020, which is part
Trust Termination Statute
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
Gehrke v. Senkiw - Incorporation by Reference
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
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
Creditor Claims must be properly Presented
Stafford Law Co., L.P.A. v. Estate of Coleman, 8th Dist. Cuyahoga No. 109377, 2021-Ohio-1097 https://tinyurl.com/6zx3u9bz An attorney who had, prior to death, provided legal services to a decedent during her
Retirement Money Access and the CARES Act for Covid-19 (Coronavirus)
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