Posts tagged Inheritance Disputes.

In our new e-book, Overcoming Disinheritance: Decoding the Estate Plan to Find a Path Forward, Adam Fried reviews the anatomy of an estate plan to help you estimate the value of an estate and examine how inheritances can be diverted by bad actors. 

E-Book: Should I Challenge My Inheritance?

In our new e-book, Should I Challenge My Inheritance?, Adam Fried reviews the key considerations to make when deciding to dispute your
inheritance.

Read the online publication here: Should I Challenge My Inheritance? 

Download the e-book here: Should I Challenge My Inheritance?Read More ›

Adam Fried authored "Representing a Beneficiary or Heir in the Quest of Information Necessary to Assess Rights in an Estate or Trust: A Survey of Process and Procedure" for the Probate Law Journal of Ohio.

When unknown inheritance rights are involved, those who have been denied information to which they claim entitlement will turn to counsel to get what they want. Silence breeds suspicion, and against the potential that a disinheritance was caused by a bad acting fiduciary, few would-be inheritors—righteous in their indignation—will simply walk away without a fight. While the ... Read More ›

Fairness and Fees in Inheritance Disputes

Inheritance disputes are often motivated by principle and emotion. No matter how right a claimant thinks they are, the style and approach to their case may create financial risk in paying another’s attorney fees and/or depleting any inheritance the claimant otherwise would receive.  Choosing the right attorney will help you navigate this risk.

Inheritance claim litigation often involve claims to invalidate documents or transactions through declaratory judgment claims as well as the pursuit of breach of fiduciary duty claims.  Ohio follows the American rule which generally ... Read More ›

Say What You Mean: Don’t Bet the Farm on Imprecise Language

The great State of Ohio has more than thirteen million acres of farmland.[1] (Also, it appears none of those acres are devoted to buckeyes?!). The average age of an Ohio farmer is 55.8 years and 30% are 65 years or older.[2] Of Ohio’s 128,000 farmers, more than 70,000 are involved in estate or succession planning decisions.[3] These numbers suggest a lot of farmland will transfer ownership to the next generation during the coming two decades.

Two recent decisions demonstrate that estate planning language needs to be precise for farms; or, your beneficiaries could be in litigationRead More ›

Should I Challenge My Inheritance? Part Five: What to Consider When Selecting Counsel

Join Adam Fried, co-chair of Reminger’s Estate, Trust, and Probate Litigation practice group, for a five-part blog series exploring what makes for a good case or bad case to challenge inheritance rights. To read the full e-book, click here.

In part four, we reviewed economic considerations that go into a decision as to whether a claim of undue influence should be pursued. In the final part of this blog series, we will discuss considerations to make when selecting counsel for an inheritance dispute.

Part 5 - What to Consider When Selecting Counsel

A few years into my new job, more than ... Read More ›

Should I Challenge My Inheritance? Part Four: Economic Considerations of Inheritance Dispute

Join Adam Fried, co-chair of Reminger’s Estate, Trust, and Probate Litigation practice group, for a five-part blog series exploring what makes for a good case or bad case to challenge inheritance rights. To read the full e-book, click here.

In part three, we reviewed red flags which can increase the likelihood of success in a challenged inheritance claim. Now, I will describe the economic considerations that go into a decision as to whether a claim of undue influence should be pursued.

Part 4 - Economic Considerations of Inheritance Dispute

In your heart, you believe your parent ... Read More ›

Should I Challenge My Inheritance? Part Three: Red Flags and The Misuse of Trust

Join Adam Fried, co-chair of Reminger’s Estate, Trust, and Probate Litigation practice group, for a five-part blog series exploring what makes for a good case or bad case to challenge inheritance rights. To read the full e-book, click here.

In part two, we looked at the problems with proof in establishing or defending against an undue influence claim. Now, we will review red flags, the existence of which can increase the likelihood of success in a challenged inheritance claim.

Part 3 - Red Flags and the Misuse of Trust

  1. Is the beneficiary a person in the trust or confidence of the donor? A ...
Should I Challenge My Inheritance? Part Two: The Problems with Proof

Join Adam Fried, co-chair of Reminger’s Estate, Trust, and Probate Litigation practice group, for a five-part blog series exploring what makes for a good case or bad case to challenge inheritance rights. To read the full e-book, click here.

In part one, we reviewed the elements of undue influence and discussed character and credibility of the potential challenger. Now, we will look at the problems with proof in establishing or defending against an undue influence claim.  

Part Two – The Problems with Proof 

Proving bad conduct, sufficient to overturn a will, is not always easy.  Most ... Read More ›

Should I Challenge My Inheritance? Part One: Disappointment, Disinheritance and Disputes – What Should I Do?

Join Adam Fried, co-chair of Reminger’s Estate, Trust, and Probate Litigation practice group, for a five-part blog series exploring what makes for a good case or bad case to challenge inheritance rights. To read the full e-book, click here.

Series Overview:

  • Part One – Disappointment, Disinheritance and Disputes – What Should I Do?
  • Part Two – The Problems with Proof
  • Part Three – Red Flags and The Misuse of Trust
  • Part Four – Economic Considerations of Inheritance Dispute
  • Part Five – What to Consider When Selecting Counsel

Part One – Disappointment, Disinheritance and ... Read More ›

Paul R. Shugar to Present at 2018 Ohio Guardianship Association's 13th Annual Education Conference

Reminger Co., LPA is pleased to announce that Paul R. Shugar will be presenting at the 2018 Ohio Guardianship Association's 13th Annual Education Conference alongside attorney Kathryn Joseph on “Invasion of Independence in Guardianship: A Case Study. Lessons from the Case Involving the Exploitation of Dr. Charles Sifford.”Read More ›

Four Reminger Attorneys Named 2018 Best Lawyers for Litigation-Trusts & Estates, Trusts & Estates

Twenty-four Reminger attorneys were included on the 2018 Best Lawyers in America© list, including 17 from our Cleveland office, four from our Columbus office, two from our Sandusky office, and one from our Cincinnati office. Of that group, four were honored in the category of Litigation-Trusts and Estates, and Trusts and Estates.Read More ›

People Considering a Will Contest Must Move Quickly

The loss of a loved one is a devastating event, and can be a chaotic and confusing time for those left mourning. The making of phone calls to family and friends, the preparation of funeral arrangements, and the handling of other post-death matters must be addressed. But what do family members do when they find out that something suspicious has happened with their loved one’s last will and testament?Read More ›

Understanding Disinheritance: The Structure of an Ohio Post Mortem Dispute

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 ›

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