Exemplar Discovery in Contested Petition for Year’s Support

3 years ago

O.C.G.A. ยง 53-3-5 allows a surviving spouse or minor child to file a claim for Year's Support. Although there are…

Gift Tax Planning

3 years ago

A recent Forbes article by Matthew Erskine, 2022 Transfer Tax Update, suggests that now is the time to make gifts…

Gross Income Used to Determine Whether Qualified Income Trust is Necessary (Ohio)

3 years ago

In Merritt v. Ohio Department of Job and Family Services, Case No. CA2021-04-044 (12/27/2021), Jerome Merrit applied for Ohio nursing…

Form: Guardian’s Personal Status Report

3 years ago

Guardians must file a personal status report within sixty (60) days after appointment, and then annually, reporting the ward's location,…

Form: Conservator’s Annual Return (or Final Return)

3 years ago

Initially, a conservator must file an inventory and asset management plan within 60 days after appointment. Each year a conservator…

Form: Petition to Appoint Successor Executor

3 years ago

Sometimes the original executor can no longer serve. The following form may be used to petition the Probate Court for…

Form: Renunciation From Executorship

3 years ago

If the person named as Executor in a Last Will and Testament does not wish to serve, most Probate Court…

Form: Estate Inventory

3 years ago

Unless the applicable Probate Court requires a different form, the following form may be used when preparing an estate inventory…

Form: Petition for Authority to Open Safety Deposit Box

3 years ago

The following form may be used when seeking authority to open a safety deposit box after a decedent's death to…

Form: Heirs Determination Worksheet

3 years ago

When you file a Petition to Probate a Will or for Letters of Administration, you must give notice to the…