Your resource for probate dispute matters.
Our seasoned team of Estate and Trust litigators routinely handles disputes that involve probate, estate and guardianship matters. Learn more about the complex arena of probate, trust, and estate litigation by reading our blog posts, legal insights, law updates, representative cases, resources, and more.
On September 29, 2020, the Ohio Tenth District Court of Appeals affirmed a trust-arbitration award in Hughes v. Hughes, 2020-Ohio-4653.
This is one of the first, if not the first, trust arbitration cases to make its way through Ohio Courts. The Ohio legislature recognized arbitration as an option for trust dispute resolution with the March 2019 enactment of Ohio Revised Code Section 5802.05. Here, the parties commenced arbitration in July 2018, and the arbitration hearing took place in October 2018. The Arbitrator issued his decision that same month, and the award was carried out by ... Read More ›
Most everyone owns property, but we find in our probate dispute practice that very few people have a detailed grasp of exactly what they own and how they own it. Many people forget or are simply unaware of what instruments and documents can be used to convey, transfer, gift, or bequeath their property to another. For instance, you could go to a lawyer, write a will and leave everything to your two children equally. The next day, you could into a bank and put your account in joint form with one of your children. While your intent may be to add a child as a helper to manage your bank account, the ... Read More ›
Each year, Ohio’s Commission on the Rules of Practice & Procedure proposes amendments to the Rules of Procedure and Evidence affecting all courts in Ohio. In most counties, the probate court is a separate “division” with a dedicated judge. However, the complex and mandatory rules of civil procedure apply in probate court just like all other cases. The new Rules, effective July 1, 2020, will change how cases are initiated and proceed through discovery.
Ohio now offers a “waiver of service” option for all civil actions, similar to federal cases. Civ.R. 4.7. At the start of a ... Read More ›
The impact of the Coronavirus Pandemic on our daily lives creates an opportune moment to address your estate/trust litigation dispute. Whether because of the Ohio Supreme Court’s emergency orders extending deadlines and case management orders, or the recognition by litigating parties that there are far more important things in life than being locked in costly and difficult litigation, a unique moment is upon us to settle time consuming and costly disputes. Often, however, an intermediary (mediator) is needed to help get the matter settled. Reminger’s estate settlement group is available to assist and serve in that role. Read More ›
It goes without saying that COVID-19 has substantially disrupted our way of life. The attorneys in Reminger’s probate and trust litigation group are no different than anyone else, in that regard, and we sincerely appreciate your patience during these trying times. We hope that you are staying safe and we look forward to assisting you in person once again. Read More ›
While Ohio Courts remain open for essential business, several well-intentioned legislative and judicial steps have eased the judicial burdens during the Governor’s Emergency Order. Many people still have questions about how the health crisis created by COVID-19 affects probate practices, including estate and trust administration and probate litigation.Read More ›
As we are all aware, these are challenging times. We are all focusing on our health, primarily, but also our financial stability. Most of you are not thinking about your estate plan; however, during this time it is more important than ever to consider, at a minimum, healthcare directives and financial powers of attorney. The Estate Planning Practice Group at Reminger is here and ready to assist you.
Healthcare powers of attorney allow you to name an agent to make healthcare decisions for you if you are not capable of making them for yourself. The current healthcare power of attorney also permits you to nominate a guardian if one is ever needed and includes an authorization to release your protected health information to your designated agent. If you become ill and require hospitalization, the hospital will ask if you have a healthcare power of attorney upon admission. Having this document in place ensures that your wishes will be followed in the event of a healthcare crisis.Read More ›
A last will and testament is one of those rare documents in life where formalities apply to the execution. In Ohio, there are specific formalities that must be followed in order for a will to be deemed valid. For example, the testator – that is, the person making the will – must:
- be an adult, at least 18 years of age
- of sound mind, - free of undue influence or restraint. R.C. 2107.02.
The will must be:
- in writing,
- signed at the end by the testator (or by someone else at the direction of the testator and in his/her conscious presence),
Adam M. Fried, Co-Chair of Reminger Co., LPA's Estate and Trust Litigation Practice Group, has been invited to lecture to the Ohio Fellows of the American College of Trust and Estate Counsel (ACTEC) on the subject of extrinsic evidence and fiduciary litigation. This presentation complements the one Adam gave previously to the Ohio Probate Judges Association at their annual conference in June 2019.Read More ›
Timothy Gallagher and Paul Shugar authored "An Introduction to Trust Arbitration" in the January/February 2020 Issue of the Probate Law Journal of Ohio.Read More ›
- Ohio Court Affirms Trust-Arbitration Award
- Know What You Have: Codicil Cannot Amend an Earlier Trust
- Changes to Ohio’s Rules of Civil Procedure Effective July 1, 2020
- Mediation: An Alternative Approach to Estate and Trust Controversies in the Time of Coronavirus
- You Can Count on Reminger During These Uncertain Times
- Ohio’s Response to COVID-19 Impacting Probate/Trust Law and the Courts
- Estate Planning in Light of Coronavirus (COVID-19)
- In re Estate of Shaffer – Does the Voiding Statute Apply to Non-Conforming Wills?
- Adam M. Fried Scheduled to Speak at 2020 The Ohio American College of Trust and Estate Counsel Fellow Meeting
- Timothy Gallagher and Paul Shugar Author Article for January/February 2020 Issue of Probate Law Journal of Ohio