Estate Administration and Probate

Bruce J. May has been helping guide Akron area families through numerous probate experiences such as guardianships, adoptions, estate administration, and preparation of Ohio and Federal estate tax returns. Whether a person does or does not have a Last Will and Testament, we will provide compassionate and expeditious handling of an estate so that assets can be passed to the next generation in a timely and efficient manner.

Probate court can be useful for various purposes. For instance, if a beneficiary of an estate is on government assistance, probate court can approve a Medicaid payback or wholly discretionary trusts, which will allow the assets intended for such beneficiary to be held in trust for the beneficiary’s supplemental uses. For instance, such trust can be used to provide clothes, entertainment, companions, travel, health club memberships, and other benefits for such beneficiary without disqualifying the beneficiary from his or her government benefits.

Probate Court can also be utilized to prevent a person’s Will from being contested in the future. Probate court can examine the person who made a Will to determine if the person was competent and able to leave his assets as he wishes, and the Court will issue an order that the Will can never be contested.

Probate Court can also approve guardianships for individuals that are no longer competent to care for themselves or their estate. This would include minors, people with serious mental disabilities as well as seniors who are experiencing Dementia or Alzheimer.

Probate Court can also be important if an executor, trustee or power of attorney (“fiduciaries”), are acting in a manner adverse or contrary to the interest of the person they are serving or contrary to such person’s beneficiaries. For instance, a fiduciary may be acting in their own self-interest with a disregard of the beneficiaries. They could be failing to take any needed action regarding an estate. They could actually be taking money or assets from an estate, or they could be failing to respond to beneficiary’s request for information. Whether you are being accused of such acts, or you believe someone else is breaching their fiduciary duties, we can assist with these issues.