Weston Hurd Partner, Jerry Goldstein, was recently quoted in the Cleveland Jewish News (March 15, 2019) in the article “Succession Planning A Big Part of Family Business.” According to Jerry, “(Family businesses) represent the largest portion of a family’s wealth. If you don’t pay attention to it, funny things can happen. Also, it’s often the […]
Under Ohio law, any creditor claim against the estate of a deceased person must be presented “in writing” within six months of the person’s death. A recent Ohio Supreme Court case, Wilson v. Lawrence, Slip Opinion No. 2017-Ohio-1410, is very strict in terms of how a creditor is to present its claim and comply with […]
In a series of three two-part articles, Weston Hurd partner Angela Carlin comments on recent probate and appellate court decisions involving: clear and convincing evidence of a decedent’s intentions in “The Love-Letter Will;” the inheritance rights of a decedent’s illegitimate child in “Another Disappointed Illegitimate Heir;” and fiduciary responsibilities in “Inexperience Does Not Excuse Late Filing of […]
Here’s a brief glance at what you’ll find in the 2017 – Estate Planner – March April issue… Carlin Comments – The Love-Letter Will (Part 2) In the Estate of Eric Anthony Hand, an appellate court upheld the decision of the probate court denying the application of his widow and appellant therein, Natalie Hand, to admit […]
Here’s a brief glance at what you’ll find in the 2017 – Estate Planner – January February issue… Carlin Comments – The Love-Letter Will (Part 1) In the Estate of Eric Anthony Hand, an appellate court upheld the decision of the probate court denying the application of his widow and appellant therein, Natalie Hand, to admit […]
Here’s a brief glance at what you’ll find in the 2016 – Estate Planner – November December issue… Carlin Comments – Another Disappointed Illegitimate Heir (Part 2) In In re Estate of Burdette, the appellate court in September 2016, upheld the probate court overruling a purported daughter’s efforts to inherit from her father’s estate. Appellant Jackie Marie […]
Here’s a brief glance at what you’ll find in the 2016 – Estate Planner – September October issue… Carlin Comments – Another Disappointed Illegitimate Heir (Part 1) In In re Estate of Burdette, the appellate court in September 2016, upheld the probate court overruling a purported daughter’s efforts to inherit from her father’s estate. Appellant Jackie […]
Here’s a brief glance at what you’ll find in the 2016 – Estate Planner – July August issue… Carlin Comments – Inexperience Does Not Excuse Late Filing of a Tax Return or Payment of Taxes (Part 2) The U.S. Court of Appeals for the Sixth Circuit on September 22, 2016, in Janice C. Specht and Jon […]
