No one wants to be named as a defendant in a lawsuit. But once you are named, you must respond to the lawsuit or ignore it at your own peril. A recent case in Ohio should serve as a cautionary tale to financial advisers and financial service firms who find themselves caught up in a lawsuit and they want to get out of it.

Charles accumulated significant wealth over his lifetime, some of which was held in accounts Charles maintained with a financial services firm. Charles purportedly signed beneficiary designations for all of his accounts at this firm naming a megachurch as his sole ... Read More ›

Reminger Co., LPA is pleased to host the first annual Advanced Probate Law Institute with the Columbus Bar Association. Please join our seasoned Estates, Trusts, and Probate Litigation attorneys for an in-depth review of the latest topics concerning complex probate disputes. This live CLE program will include lunch and a networking cocktail hour. You can also join us virtually by live streaming. 

Register here!

2022 Reminger Co. LPA Advanced Probate Law Institute - Reviewing All Aspects of a Complex Probate Litigation Dispute

Investigation and Economics of a Probate Case - Jessica ... Read More ›

We are pleased to announce that Jessica Forrest has been appointed to a three-year term as a member of OSBA’s Estate Planning, Trust & Probate Section Council. Composed of practitioners from across the state, the council meets three times a year to discuss developments in its respective area of law and works throughout the year on proposed legislation for the Ohio General Assembly to consider. In addition to Jessica’s recent appointment, Adam Fried and Paul Shugar both serve on the Council.Read More ›

Reminger’s Probate, Trust, and Estate Litigation group is pleased to once again participate in the Marvin R. Pliskin Advanced Probate and Estate Planning Institute hosted by the Ohio State Bar Association.

Shareholder Jessica Forrest will present "Around Ohio in 30 Minutes: New Cases, Statutes and Rules" and examine Ohio law changes and provide an overview of recent case law decisions of note. Shareholder Paul Shugar served as vice chair for this year’s planning committee and will serve as chair for the 2023 seminar. If you are interested in attending the seminar either in ... Read More ›

Effective July 1, 2022, Ohio’s Rules of Superintendence have been updated with regard to guardianships. The new Rules focus on facilitating visitation and communication with a Ward.

Consider a common situation: an elderly parent names one of her children as her power of attorney (POA). Eventually, the parent requires placement in a long-term care facility. While in the facility, the POA directs the facility to exclude other children from any visitation or calls with the parent. The parent becomes isolated, lonely, and very dependent on the POA. The POA may use this opportunity to ... Read More ›

We have long known that Covid changed everything – remote work and zoom depositions are here to stay! Even Ohio’s Rules of Civil Procedure and Rules of Superintendence are changing to focus on making “the use of technology in the courts more prevalent and effective.”

Most of the new Rules are the result of the Task Force on Improving Court Operations Using Remote Technology (“iCourt”). Of much interest to attorneys as well as their assistants and paralegals is that courts are now be required to implement filing by “electronic means.”

The following Rules go into effect ... Read More ›

The subject matter at issue in probate litigation is almost always intrinsically human. We are dealing with a person who writes a will, an object of that person’s affection that receives the benefit under a will, and a person who, for lesser motives, preys upon the condition of the testator to gain an advantage under a will. To successfully pursue, defend, and evaluate the strengths and weaknesses of a will contest, the critical thing to understand is the person who wrote the will: why would that person execute this document?

A will, once executed, tells its own story. The ... Read More ›

Breach of fiduciary duties, Ohio case law updates, free "Overcoming Disinheritance" e-book, and more... check out our latest monthly e-newsletter, In Brief: Ohio Estate and Trust Litigation Updates, focused on estates, trusts, and guardianships and the disputes surrounding them. Read the latest edition here.

Sign up here to receive our next newsletter straight to your inbox.Read More ›

Finder's fees, undue influence, free "Overcoming Disinheritance" e-book, and more... check out our latest monthly e-newsletter, In Brief: Ohio Estate and Trust Litigation Updates, focused on estates, trusts, and guardianships and the disputes surrounding them. Read the latest edition here.

Sign up here to receive our next newsletter straight to your inbox.Read More ›