Marietta Estate Planning Lawyer, Ohio

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Includes: Gift Taxation

James Robert Addison

Estate, Estate Planning, Wills & Probate, Landlord-Tenant, Land Use & Zoning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  73 Years

Jim Addison

Energy, Trusts, Commercial Real Estate, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  72 Years

Lynn M. Lowe

Elder Law, Estate, Estate Planning, Education
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  48 Years

Lowe Lowe

Elder Law, Estate Planning, Trusts, Education
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  48 Years

Cameron Fouss

Banking & Finance, Estate Planning, Electronic Commerce, Commercial Real Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  9 Years

Paul Gates Bertram

Bankruptcy, Family Law, Federal Appellate Practice, Criminal, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  63 Years

Paul Bertram III

Bankruptcy, Family Law, Estate Planning, Federal Appellate Practice
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  37 Years

Timothy Charles Loughry

Federal Appellate Practice, Estate Planning, Estate, Administrative Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  21 Years

Susan Alexandra Montera

International Tax, Estate Planning, Workers' Compensation, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  33 Years

Jerry Arleth Brock

Real Estate, Estate Planning, Estate, Elder Law, Commercial Real Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  63 Years

Free Help: Use This Form or Call 800-814-6700

Member Representative

Call me for fastest results!
800-814-6700

Free Help: Use This Form or Call 800-814-6700

By submitting this request, I authorize you to forward my information to multiple potential lawyers and I agree to your Terms of Use and Privacy Policy including the Consent to Receive Automated Phone Calls, Emails and Texts. Information you provide is not privileged or confidential.

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LEGAL TERMS

TITLE COMPANY

A company that issues title insurance.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)
Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)
A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)
A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)
A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)
In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)
To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

SAMPLE LEGAL CASES

Shoemaker v. Gindlesberger

... decided over 20 years ago. {¶ 13} Appellants' second reason for asking for an exception to the privity rule is the need to have attorney accountability in the area of estate planning and wealth transfer. Because any mistakes that ...

Ohio State Bar Assn. v. United Fin. Sys. Corp.

... Bar. {¶ 4} 3. Respondent has engaged in the unauthorized practice of law by marketing and selling to residents of the state of Ohio living trusts and other estate-planning and transfer documents. {¶ 5} 4. Respondent's business ...

Cincinnati Bar Assn. v. MID-SOUTH

121 Ohio St.3d 212 (2009). 2009-Ohio-749. CINCINNATI BAR Association v. Mid-South Estate Planning, LLC, et al. 213. No. ... {¶ 2} 1. By marketing and selling living trusts and other estate-planning documents in Ohio, Mid-South engaged in the unauthorized practice of law. ...

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