Overview

The Estate and Trust Administration Group maintains a successful and respected practice in the area of estate and trust administration, including but not limited to, assistance with asset transfers, fiduciary appointments, estate tax returns, and probate court filings.

Our experience is broad and includes the handling of complex matters such as trust and/or estate administration through more simplified estates including releases from administration. Our experience includes both probate and non-probate matters, testate and intestate estates, and ancillary matters involving out of state property. We will typically represent the executor, administrator or trustee to ensure that the decedent’s intention is carried out in accordance of his/her trust or last will and testament.

The lawyers in the Estate and Trust Administration group are frequent lecturers and participants at professional seminars given by National, State, and Local Bar Associations in Ohio and elsewhere in the Midwest. We are able to offer our services based upon many different fee arrangements including percentage fees and traditional hourly rate fee structure.

We pride ourselves in providing efficient representation to our clients. Further, we value open communication whether by phone, email, facsimile, or otherwise in order for the client to have constant knowledge of the status of their file at any given time. Our lawyers and staff are sensitive to the needs of our clients, who are handling highly emotional matters due to a recent loss. We work to ensure that our clients are supported through the administrative matters at a time that grieving often takes precedence.

The Estate and Trust Administration Group also works closely with the lawyers in the Guardianship practice group, Estate Planning practice group, and Probate and Trust Litigation group as these matters often overlap.

Honors & Recognitions

Our Trusts & Estates Law Practice Group was ranked as Metropolitan Cleveland Tier 1 for 2022 by U.S. News & World Report and Best Lawyers®

Results

  • Oct 21, 2010, Judgment Affirmed For Appellee
    8th Appellate Dist

    In Re: Estate of Baltic

    Plaintiff appealed trial court’s grant of summary judgment to charitable organization in a probate administration case.

  • Sep 9, 2010, Judgment Affirmed
    8th Appellate Dist

    Rosalind Franklin v. Emily Franklin, et al.

    Plaintiff appealed trial court judgment refusing her application for trusteeship and removal of present trustees.

News

News

Events

  • The Britney Spears Case and the Human Cost of Conservatorship
    Live Webinar, Sep 23, 2021
  • What You Need to Know About Ohio Probate and Trust Administration
    Sep 17, 2021
  • Free Britney?! A Legal Look at Framing Britney Spears
    Aug 18, 2021
  • Trust and Estate Distributions: Tackling the Tough Issues
    Mar 22, 2021
  • Law in the Time of Corona: 2020 Case Law Update
    Webinar, Jan 19, 2021
  • The Probate Process From Start To Finish
    Webinar, Nov 13, 2020
  • Navigating Elder Exploitation Issues During COVID-19
    Webinar, Sep 15, 2020
  • “Diagnosis of Dementia: Now What?”
    Jul 1, 2020
  • OSBA's Basics of Estate Administration Webinar
    Webinar, Jun 4, 2020
  • The Probate Process from Start to Finish
    Toledo, OH, Nov 19, 2019
  • Choosing the Playing Field: Arbitration of Trust Disputes
    Cleveland, OH, Oct 15, 2019
  • Probate Procedure and Litigation
    Beachwood, OH, Oct 9, 2019
  • Statutory and Case Law Update
    Columbus, OH, Oct 8, 2019
  • Appointing Appropriate Guardians in Veterans Administration Disability Patients
    Cleveland, OH, Sep 26, 2019
  • Ethical Issues in Probate Proceedings and Introduction to Other Kinds of Probate Litigation
    Perrysburg, OH, Sep 20, 2019
  • Introduction to the Probate Court and the Estate Administration Process
    Westlake, OH, Aug 13, 2019
  • Estate Administration from Start to Finish
    Akron, OH, Jul 10, 2019
  • Handling Estate Planning Clients and Inheritance Cases Involving Allegations of Undue Influence and Diminished Capacity
    Columbus, OH, May 14, 2019
  • Associated Legal Remedies When Financial Exploitation is Suspected in Elder Clients
    Columbus, OH, Mar 14, 2019
  • Special Needs Trust Administration: Beyond the Basics
    Columbus, OH, Mar 14, 2019
  • Issues Involving Guardianships and Financial Exploitation
    Columbus, OH, Mar 14, 2019
  • The Probate Process Explained
    Youngstown, OH, Mar 4, 2019
  • Initial Filing in the Probate Court and Estate Timeline, and Law of Intestate Succession
    Canton, OH, Dec 5, 2018
  • How to Prepare and File the Inventory, Administration of the Estate
    Cleveland, OH, Nov 15, 2018
  • How to Prepare, Inventory and Administer an Estate
    Cleveland, OH, Nov 14, 2018
  • Representing Clients with Diminished Capacity
    Cleveland, OH, Oct 26, 2018
  • Elder Law, Guardianships and Probate Administration
    Painesville, OH, Sep 13, 2018
  • Top Personal Representative Mistakes in Handling Distributions
    Live Teleconference, May 22, 2018
  • Trustees Under Attack Through the Erosion of the Attorney Client Privilege: Recent Case Law Development and the Fiduciary Exception to the Attorney Client Privilege  
    Webinar, Dec 13, 2017
  • Trusts 101
    Lima, OH, Dec 1, 2017
  • The Probate Process/How to Prepare an Inventory as Part of the Estate Administration Process
    Perrysburg, OH, Nov 3, 2017
  • Overview of Estate and Guardianship Administration, Probate Litigation, Powers of Attorney
    Painesville, OH, Sep 14, 2017
  • Serving as a Guardian of an Individual and His/Her Estate
    Columbus, OH, Sep 14, 2017
  • Ethical Challenges in Estate Administration
    Cleveland, OH, May 17, 2017
  • Estate Planning, Guardianships and Post Mortem Estate Challenges When Client Is Declining in Mental Capacity
    Cleveland, OH, Apr 22, 2017
  • Pitfalls in Estate Administration
    Cincinnati, OH, Nov 17, 2016
  • Fiduciary Estate and Trust Closings in Ohio
    Louisville, KY, Oct 26, 2016
  • Dealing with Individuals with Diminished Capacity
    Wright State University Foundation Building, Dayton, OH, Oct 20, 2016
  • Amendments to Rules of Superintendence and Impact on Attorneys Representing Guardians or Serving as Guardian
    Cleveland, OH, Jul 13, 2016
  • The Silent Epidemic: Combatting Financial Exploitation of the Elderly
    Corporate College East, 4400 Richmond Road, Warrensville Heights, OH, Jun 10, 2016
  • Current Developments and Land Sale Actions, Superintendents Rule 66, and Rights of the Ward in Guardianships.
    Lake County Probate Court, Painesville, OH, Jun 7, 2016
  • Advanced Estate and Trust Administration
    National Business Institute CLE, Cleveland, OH, Mar 10, 2016
  • Fundamentals of Adult Guardianships and Guardianship Rule 66
    Supreme Court of Ohio Judicial College, Columbus, OH, Oct 30, 2015
  • American Academy of Forensic Psychiatry and the Law: Should Guardianship of the Elderly Be Abolished?
    Fort Lauderdale, FL, Oct 23, 2015
  • The New Manual on Adult Guardianships – Supreme Court Rule 66
    Lake County Council on Aging, Painesville, OH, Aug 28, 2015
  • Advanced Directives in Probate Practice
    Ohio Probate Court Associations of Ohio Webinar, Nov 19, 2014
  • Elder Abuse Awareness Community Forum
    Beachwood Community Center-25325 Fairmount Blvd., Beachwood, Ohio 44122, Jun 27, 2014
  • C3A Consortium and Elder Abuse/Domestic Violence Roundtable
    Corporate College East, Jun 13, 2014
  • Handling Estate Inventory and Creditor’s Claims
    Ohio State Bar Association CLE, Columbus, OH, Jun 5, 2014
  • Nuts & Bolts of Guardianship from the Practitioner’s Standpoint
    Lake County Bar Association Probate Court CLE Seminar, Painesville, OH, May 22, 2014
  • Probate Process from Start to Finish
    National Business Institute - Cleveland, OH, Oct 24, 2013
  • Civil Actions – Land Sales and Concealment of Assets for in Guardianships
    Ohio State Bar Association Guardianship Seminar - Cleveland, OH, Sep 19, 2013
  • Durable Powers of Attorney for Healthcare, Living Wills and Physician Liability Acting Upon Advanced Directives
    2013 Medical/Legal Summit of Northeast Ohio - Cleveland, OH, Apr 13, 2013
  • Guardianship Administration
    Probate Procedure and Litigation CLE Seminar - Cleveland, OH, Jun 27, 2012
  • Case Law Update - Probate and Trust
    Lake County Bar Assn. CLE Seminar - Painesville, OH, Feb 20, 2012
  • Guardianships and Ethics in Representing an Elderly Client
    Elder Law Seminar – Sterling Educational Services - Cleveland, OH, Nov 2, 2011
  • Mechanisms by which Estate Plans are Successfully Contested
    Estate Planning & Probate Law Section, CMBA - Cleveland, OH, Jun 21, 2011
  • Surcharge Proceedings in Probate Court
    Association of Magistrates Spring Conference - Cleveland, OH, May 4, 2011
  • Capacity and Competency in Elder Law - Cleveland Marshall Law Alumnae Association
    Cleveland, OH, Feb 26, 2011
  • You and Your Client: First Line of Defense to Prevent Elder Exploitation and Methods to Bulletproof Your Estate Plan
    Cleveland Metropolitan Bar Association Estate Planning and Trust Seminar - Cleveland, OH, Feb 16, 2011

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