The Ohio Supreme Court provided more guidance regarding how creditors present their claims against estates with its ruling in Wilson v. Lawrence, Case Nos. 2015-2081, 2016-0180, 2017-Ohio-1410.

The main issue the Supreme Court addressed is to whom a creditor claim must be presented. Pursuant to R.C. § 2117.06, a creditor must present its claim against the estate within six months following the decedent’s death.Read More ›

When Ohio House Bill 432 and Ohio Revised Code Chapter 2137 became effective on April 4, 2017, estate fiduciaries were given new tools for managing a decedent’s digital property.

From social-media profiles, to email accounts, to Apple and Amazon digital libraries of music, movies, and media, more and more people are dying with digital assets stored in various clouds. Upon Chapter 2137 becoming effective, executors, administrators, and trustees can request a catalogue of the decedent’s digital assets with various providers and access to the same. Read More ›

You are a trust beneficiary. 

You have no idea what is in the trust, what has been spent out of the trust, and what will be spent out of the trust. 

Must the trustee open his books to you? What rights do you have to receive this information? Read More ›

Great wealth, in the trillions of dollars, will be transferred from one generation to the next as our population ages.  While most estates proceed as intended, there will always be greed and dysfunction among a small percentage of American families; so much so, that business for attorneys skilled in the pursuit or defense of estate disputes will be plentiful, as the number of disputes centered on challenges over the rights to a decedent’s assets will explode in the years to come. Read More ›

A parent of young children feels incredible stress and sadness when their children fight.  When healthy, the parent is capable of breaking up the fight or at least standing in between to force peace or at least stave off war.  But when parents age and their ability to take care of themselves diminishes, the power shifts.  Read More ›