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Saint Henry Estate Planning Lawyer, Ohio

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Includes: Gift Taxation

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1-7 of 7 matches. Page 1 of 1  

Andrew R. Bucher

Traffic, Estate Planning, Juvenile Law, DUI-DWI, Criminal
Status:  In Good Standing           

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1728 Allentown Road, Lima, OH 45805
Profile LAWPOINTS™31/100
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James Frederick Hearn

Estate Planning, Family Law, Divorce & Family Law, Collection
Status:  In Good Standing           Licensed:  38 Years
CONTACT
5 S. Willipie Street, Wapakoneta, OH 45895
Profile LAWPOINTS™34/100
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Kimberly Sue Kislig

Insurance, Traffic, Estate Planning, Employment
Status:  In Good Standing           
CONTACT
219 E Court Street, Sidney, OH 45365
Profile LAWPOINTS™17/100
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Tamara Margaret Bell

Estate Planning, Estate, Business
Status:  In Good Standing           Licensed:  28 Years
CONTACT
204 N. Main Street, Lima, OH 45801
Profile LAWPOINTS™24/100
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Simon James Patry

Litigation, Estate Planning, Estate, Employment, Business
Status:  In Good Standing           Licensed:  18 Years
CONTACT
249 S. Garber Drive, Tipp City, OH 45371
Profile LAWPOINTS™34/100
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Michael Jonath Menninger

Estate, Estate Planning, Trusts, Wills & Probate
Status:  In Good Standing           
CONTACT
8153 N. Main St., Dayton, OH 45415
Profile LAWPOINTS™24/100
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Dana A. Stamps

Estate Planning, Criminal, Insurance, Bankruptcy
Status:  In Good Standing           
CONTACT
3814 Little York Rd, Dayton, OH 45414
Profile LAWPOINTS™40/100
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800-943-8690

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By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

TIPS

Easily find Saint Henry Estate Planning Lawyers and Saint Henry Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

DEVISEE

A person or entity who inherits real estate under the terms of a will.

SURROGATE COURT

See probate court.

FUNDING A TRUST

Transferring ownership of property to a trust.

FAMILY POT TRUST

See pot trust.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)
The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)
A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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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