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Practice Areas
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Estate Planning |
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Attorney at Law - Lawyer |
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Dublin, Ohio |
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Wills - Trusts - Powers of
Attorney - Planning |
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I help
clients plan their estates and title their
assets with the goal of minimizing expense, taxes, and
inconvenience upon death. When appropriate for their circumstances, I
advise clients how they can avoid probate court administrations. I
counsel clients on what plans
and documents are appropriate for their circumstances, and I draft Wills,
Trusts, Powers of Attorney, Living Will Declarations, and Health Care Powers
of Attorney to fit their plans. My services include advice on naming guardians for minor children and
on naming executors and
trustees. For clients wishing to plan for pets, I offer advice on
provisions that may be made for their pets. |
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• Wills |
• Living Will Declarations |
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• Trusts |
• Health Care Powers of
Attorney |
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• Powers of Attorney |
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Forms |
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Schedule of
Assets Form
- Word Format |
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A listing of your assets may be of great assistance to your
family and estate by reducing the effort and expense
required to
identify your assets. Also, the listing will permit us to
determine whether your assets are titled in a way that is
consistent with your estate planning goals, including
minimizing expense and inconvenience. This form does
not need to be filled out prior to our initial office
conference. Because e-mail may not be secure, you may
not want to transmit your completed asset list via the
Internet. |
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Adobe Reader or Adobe
Acrobat software is needed to read these files, which are in
Adobe Portable Document Format (PDF). Adobe Reader is free
software for viewing and printing PDF files. To download Adobe Reader from the Adobe web
site, click on the Adobe icon below. |
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Ohio Estate Tax:
Effective June 30, 2011, Ohio
repealed the Ohio estate tax for estates of persons dying
on or after
January 1, 2013. |
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Ohio Statutory
Power of Attorney:
Effective March 29, 2006,
Ohio law provides for a statutory power of
attorney for financial matters. The law was amended effective March
22, 2012.
Your lawyer can give advice on what
statutory provisions and what additional, non-statutory provisions
should be included in your power of attorney. |
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Annual gift tax
exclusion:
In 2018 the annual gift tax
exclusion increased to $15,000, up from $14,000. |
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Transfer on Death
Designations for Real Property: |
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Since 2000, Ohio law permits beneficiary designations to be added for real
property in certain situations. This may be useful in avoiding
probate, but using a transfer on death designation may not be as flexible
as using a living trust. In some situations, it may be
preferable to allow the real property to pass by will in a probate
court administration. Your
lawyer can give advice on what estate planning methods are
appropriate for your situation. |
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