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Questions Answered by Michael K. Ruberg
2 Answers | Asked in Estate Planning for Kentucky on
Q: My husbands sister signed a notarized quitclaim deed giving him her home in 2018. She passed away Jan. 1, 2020.

The deed was recorded in Nov. 2019. Will that property be inventoried by her state appointed administrator?

Michael K. Ruberg
Michael K. Ruberg answered on Feb 14, 2020

Once the deed was filed it was not part of the estate anymore.

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3 Answers | Asked in Civil Rights and Estate Planning for Kentucky on
Q: My mother passed away in 2008 her daughter lives in are mom house does she still owe me for my half we in kentucky
Michael K. Ruberg
Michael K. Ruberg answered on Feb 3, 2020

It depends if your mother had a will or not and also how the house was titled at the time of her death.

Was her estate ever probated?

Also, the house could've been titled in joint names with someone else at the time of her death.

If you are a beneficiary under her estate...
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4 Answers | Asked in Estate Planning for Ohio on
Q: How can I be sure my grandchildren get a certain percentage of my estate?

In my will, my two children will get 95% of my estate, and the remaining 5% will go to my four grandchildren. BUT, all my annuities, bank accounts, CDs, etc are POD to my two children. So how will my grandchildren get anything at all?

Michael K. Ruberg
Michael K. Ruberg answered on Jan 17, 2020

A simple way to accomplish this is to use a testamentary trust. This would take effect at the time of your death and the monies would be paid into this trust that would then be managed by a trustee to make sure that it got to your grandchildren. This trust would then be funded by you out of your... Read more »

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3 Answers | Asked in Estate Planning and Real Estate Law for Ohio on
Q: Is there a way to do a will without involving a lawyer?

He has stage 4 cancer, hospice is in, and he is no longer able to leave the house. He wants to get his will done so there is no fighting. He also owes a bit on his house but wants to transfer the home to his daughter, can this be done? Lots of questions but hope to be guided in the right direction.... Read more »

Michael K. Ruberg
Michael K. Ruberg answered on Nov 15, 2019

There are certain requirements for the execution of the will that are not written in the scriveners handwriting.

One is that it needs to be witnessed by 2 separate independent witnesses.

I would recommend contacting an attorney in determining if in fact they could come to the house....
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2 Answers | Asked in Banking, Estate Planning and Probate for Ohio on
Q: Grandma passed away jan 2018 wit money n a bank account can i file probate for it if there is nobody contesting it
Michael K. Ruberg
Michael K. Ruberg answered on Nov 5, 2019

There are several questions that need to be asked.

How much money is in that account?

Did she have any other property?

Did your grandma have a will?

If not her inheritance would be governed by the Ohio laws of intestate succession.

So the next question would...
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2 Answers | Asked in Estate Planning for Kentucky on
Q: How can I protect my estate and still provide for a drug addicted family member?
Michael K. Ruberg
Michael K. Ruberg answered on Oct 11, 2019

There are a few options available; however, a trust is one of the best options when estate planning for addicted relatives. There are several forms trusts to consider and each has pros and cons. A trust will enable you to put spending authority in the hands of a trustee who will control any... Read more »

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