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Ohio Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Ohio on
Q: Grandmother passes away. Everything goes to me and my Brother. He's broke. I paid for the funeral, not much equity.

The funeral and the equity brake even, there's no money for an attorney. Do i need to go thru probate to assume the loan? Is my Brother entitled to anything?

Kenneth V Zichi
Kenneth V Zichi
answered on Sep 17, 2017

If I may be so bold, you can't afford to NOT hire an attorney to help you with this. If indeed you want to assume a loan (I assume associated with some property that you want to keep) you can do that in many cases, but you have to approach the process properly, and insure you have AUTHORITY... View More

1 Answer | Asked in Estate Planning for Ohio on
Q: If a will or trust do not mention one of his children and leaves her nothing. Can a trust or will be broken easier?

My father passed away in May of this year. there was a will/ trust drawn up in Michigan but the case is being probated in Ohio. My father did not move to Ohio he went to visit his daughter he was 89 years old had dementia , Alzheimer, had hip replacement shoulder surgery and also back surgery. My... View More

Joseph Jaap
Joseph Jaap
answered on Sep 14, 2017

Contesting a will can be a very expensive process. A review of all the relevant documents and probate case is required to answer your question. You should use the Find a Lawyer tab to consult a local probate attorney in the location of the probate case who can review the status of the case and... View More

1 Answer | Asked in Family Law and Estate Planning for Ohio on
Q: I am my mother's POA and executor. Can her attorney talk to me about her will if she is still healthy without her consen

Think she is hiding debt

Joseph Jaap
Joseph Jaap
answered on Sep 13, 2017

Her attorney is required to maintain her information confidential, and cannot reveal it without her specific consent. Your POA only allows you to act on her behalf as specified in her POA, but even if it says her attorney can talk to you, the attorney can choose not to without her specific... View More

1 Answer | Asked in Contracts and Estate Planning for Ohio on
Q: Can a will and testament expire?

A family member died. The will & testament is over 20 yrs old. The notary seals are expired. Is the document still valid?

Beverly A Stull
Beverly A Stull
answered on Sep 10, 2017

Wills don't expire. If they are valid at the time of creation - signed by the testator at the bottom with two witnesses signing that the testator did so of free will - it is valid forever unless revoked.

1 Answer | Asked in Estate Planning, Family Law and Juvenile Law for Ohio on
Q: I am 16 and live in Ohio, I live with my dad and can i move with my mom in Cali without his consent.

I used to live with my mom and my dad took her to court and he got custody of me and she moved to California. I just turn 16 so can I go to California without his permission.

Joseph Jaap
Joseph Jaap
answered on Sep 5, 2017

No. If your father has legal custody, then you must live with him. If you go to CA, and if your mother does not return you to OH, then she can get in legal trouble, and you could go to juvenile detention in OH. Talk to your father and mother, or another family member or trusted adult, about your... View More

2 Answers | Asked in Estate Planning, Elder Law and Real Estate Law for Ohio on
Q: What is the best way to manage the sale of a small property which will be distributed to siblings upon death of parent?

My parents owned a small property in Ohio & wanted the sale of this to be distributed evenly among their 3 daughters. Father passed, and mother lived there until moving in with one of the daughters. Property just sold for just under $60k. We want the money protected in the event that she... View More

Joseph Jaap
Joseph Jaap
answered on Aug 30, 2017

Your mother should consult the attorney who drafted her will, and discuss her goals and if any changes to her will or estate planning are necessary. There also are Medicaid recovery issues she should consider. What she should do depends on all the facts of her situation. She should speak with... View More

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1 Answer | Asked in Employment Law, Estate Planning and Landlord - Tenant for Ohio on
Q: My son has been served a 30 day notice of eviction. He has a 1yr old and 6 yr old, can I delay the eviction?

He needs more time to get 1st and last month rent for a new place. He is assuming he wont give the deposit back, the rumor is he never does.

Joseph Jaap
Joseph Jaap
answered on Aug 21, 2017

If the landlord follows the proper eviction process, it will proceed. If your son is not out on the date specified in the 30 day notice, then the landlord will deliver a 3 day notice and then file the eviction complaint, which will be scheduled in 2 to 3 weeks. If you son goes to the eviction... View More

1 Answer | Asked in Estate Planning and Family Law for Ohio on
Q: At the beginning of July my grandpas estate was finalized. The lawyers office said once the judge approved It and

30 days passed I would get it. Is it possible it will come before the end of August?

Joseph Jaap
Joseph Jaap
answered on Aug 14, 2017

Talk to the attorney or executor handling the estate. It is possible, but the paperwork sometimes moves slowly. Ask for a status report.

2 Answers | Asked in Estate Planning and Juvenile Law for Ohio on
Q: I am 18 years old I live in oh I am on juvinile probation my probation officer said I can't move what's the law?
Kenneth V Zichi
Kenneth V Zichi
answered on Aug 2, 2017

If the terms of probation is that you cannot move without court approval, then you can't move. If the terms of probation are that you HAVE to move, then you have to move. If the terms are that you have to get your probation officer's approval to move then you have to get your probation... View More

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1 Answer | Asked in Elder Law and Estate Planning for Ohio on
Q: My grandmother put all her assets in a trust 20 yrs in Ohio. She now lives in Florida. Can she sign her home over to me?

Many names and accounts in the trust are old or closed. Most of her assets have been used for her medical care. She lives with me in my home in Florida and has for the last 6 years. She even has a Florida drivers license. She would actually like to sign her home over to my sister who is an Ohio... View More

Joseph Jaap
Joseph Jaap
answered on Jul 27, 2017

Your grandmother needs to consult with an elder law attorney who can advise her about potential Medicaid claims if she makes transfers of assets. Use the Find a Lawyer tab to find an estate planning attorney who works with elder law to review the trust, her situation and assets, and who can then... View More

1 Answer | Asked in Estate Planning for Ohio on
Q: I am my grandmother's POA and everything is left to me in her will. How do I make sure I can keep the house?
Joseph Jaap
Joseph Jaap
answered on Jul 24, 2017

If she is still mentally competent, she can revoke the POA and change her will at any time. If you have specific concerns about what happens in the probate process, use the Find a Lawyer tab and consult an estate planning attorney.

1 Answer | Asked in Estate Planning for Ohio on
Q: Can an out of state relative be the executor to an Ohio relatives estate? A mother/Ohio and daughter/Texas
Barry E. Janay
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answered on Jul 17, 2017

These questions pertain to Ohio law if the will is probated there, but most likely the answer is YES, there just may be a requirement of posting a bond / undertaking.

1 Answer | Asked in Estate Planning for Ohio on
Q: My mother left an IRA which is not part of the family trust. We had to open an estate for this. is this taxable

We live in Ohio

Kenneth V Zichi
Kenneth V Zichi
answered on Jul 7, 2017

Assuming your mother's entire estate is worth less than $5 million there IS NO FEDERAL INHERITANCE TAX. Trusts don't change that fact.

HOWEVER, the IRA is subject to ordinary income tax, and if there is no beneficiary named on the account, the income tax on both the principal and...
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1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: when someone dies and a will is left, (house,car) all left to his son. Is there a time limit in Ohio to file in probate?

when someone dies and a will is left, (house,car and everything) is all left to his son. Is there a time limit in Ohio to file in probate?

It's been a year since the death of my uncle and his son has kept up on the mortgage payments and all other bills but has not had the money for... View More

Beverly A Stull
Beverly A Stull
answered on Jul 5, 2017

There is no time limit. You should meet with an attorney to review the deed. Normally a survivorship deed is between two people, or to the survivor.

1 Answer | Asked in Estate Planning for Ohio on
Q: Can a family member fight for a grandmothers estate even though the property was transferred to the non family member

I have reason to believe my grandmother was not of sound mind. Also how to I know if there was a will

Joseph Jaap
Joseph Jaap
answered on Jul 3, 2017

If a will was filed with the probate court to open an estate, then it would be available to review. Or a will might exist, but nobody ever filed it, or maybe even destroyed it if they would gain more. Use the Find a Lawyer tab and consult a probate attorney in the county in which your grandmother... View More

1 Answer | Asked in Estate Planning and Juvenile Law for Ohio on
Q: I'm 15, soon to be 16 and my mom said she's fine with me moving out. But I live in Ohio, so what can I do.
Joseph Jaap
Joseph Jaap
answered on Jun 19, 2017

Ohio does not allow it. Your mother is legally obligated to continue supporting you. If you move out, she could face legal problems, and you could land in juvenile detention. See this link: https://www.ohiobar.org/forpublic/resources/lawyoucanuse/pages/lawyoucanuse-255.aspx If you are living... View More

1 Answer | Asked in Estate Planning for Ohio on
Q: My father passed away last April, he left his wife and 5 children of which 4 had different mothers than his wife.

The wife wants nothing to do with the probate so how would we handle it now? I'm the oldest. But she keeps trying to get my younger brother to sign papers and things.

Joseph Jaap
Joseph Jaap
answered on Jun 6, 2017

Use the Find a Lawyer tab to consult a local estate planning attorney who can review all the facts of your situation, the assets you have, what you and your wife want to happen with them, etc. There are several things you can do to minimize the need for probate, but every family situation is... View More

1 Answer | Asked in Real Estate Law and Estate Planning for Ohio on
Q: My mother is in her nineties and has a house with a home equity loan of $80,000 will her beneficaries be responsible

We do not want to be beneficaries can we take our name off ?

Joseph Jaap
Joseph Jaap
answered on Jun 5, 2017

Unless any of the beneficiaries co-signed on the loan, none will be personally responsible to pay it. If there are not sufficient amounts in your mother's estate to pay back the loan, then the house or other assets will have to be sold to repay the loan. Any amount left over would then be... View More

1 Answer | Asked in Family Law, Estate Planning and Health Care Law for Ohio on
Q: What do I need to do to become my brother's guardian/make decisions that affect his life and well being?

I am currently POA for his medical decisions but he has other problems that need to be addressed and I need to be able to make those decisions. He needs psychiatric help and drug treatment and is a danger to himself.

Joseph Jaap
Joseph Jaap
answered on May 30, 2017

A person can apply to the OH Probate Court in the county in which he lives to be his guardian. There are two kinds - guardian of his person to make medical decisions, and guardian of his estate to make financial decisions. A person can be both, but the guardian must live in OH. A POA agent does... View More

1 Answer | Asked in Estate Planning for Ohio on
Q: If I am a beneficiary to a home am I responsible for repairs to that property before the death actually occurs?
Beverly A Stull
Beverly A Stull
answered on May 28, 2017

No, you are not responsible for repairs to a home that you do not own. You may find it beneficial to keep the home in repair, so that when you inherit, it isn't a mess, but you are not required to do so.

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