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Blog Entries - Wealth Management
Changes in Ohio Probate Law
BILL SUMMARY - Ohio Legislative Service Commission Probate Law -Specifies that a will deposited by or for the testator in the office of the judge of the probate court of the county in which the testator lives may be
Presentation of a Claim in an Estate
Estate Claim Must Be Presented Directly to Executor/ Administrator THE RULING: The Ohio Supreme Court ruled that Ohio law requires a claim against an estate to be filed within six months after the death of the
Probate
In re Estate of Harmon In action against executor for recovery of assets of estate, trial court had jurisdiction to render a summary judgment to plaintiff where the judgment covered use of funds by executor, even
ROTH PROPOSAL
OBAMA's PROPOSED 2015 BUDGET: Mandatory ROTH Required Minimum Distributions (RMD) The rule to impose RMDs would bring Roth IRAs into line with traditional IRAs, which already require mandatory distributions at age 70
PROBATE BATTLE
BUSINESS SUCCESSION PLANNING IS EXTREMELY IMPORTANT BUSINESS MANIPULATION TURNS INTO 547 MILLION DOLLAR JUDGMENT Reproduction of an Article from the Cincinnati Enquirer by Andrew Wolfson, @adwolfson9:09 a.m. EDT
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