Articles

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Ohio Trust Code Update: Recent Developments, Probate Law Journal of Ohio (2009)

This article is based on the author’s presentations at the 20th Annual Estate Planning Conference...

 

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Shoemaker V. Gindlesberger: The Lack of Privity Defense Survives, But Just Barely, Probate Law Journal of Ohio (2008)

In Shoemaker v. Gindlesberger, decided in May of this year, the Ohio Supreme Court held...

 

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Revocable Trusts and the Law of Wills: An Imperfect Fit, Real Property, Trust, and Estate Law Journal (2008)

Over the centuries that wills have been used to dispose of testators’ property at death,...

 

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The Uniform Trust Code: An Analysis of Ohio's Version, Ohio Northern University Law Review (2008)

THE UNIFORM TRUST CODE: AN ANALYSIS OF OHIO'S VERSION

The Uniform Trust Code (UTC), which...

 

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Ohio Trust Code: The Joint Committee's Proposal for its First Amendment, Probate Law Journal of Ohio (2007)

This article discusses the changes included in the proposed amendment. Generally, the Joint Committee decided...

 

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Powers of Withdrawal, Claims for Set-Off, and Spendthrift Protection, Probate Law Journal of Ohio (2006)

If a beneficiary of a spendthrift trust has a right to withdraw property from the...

 

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Modification and Termination of Irrevocable Trusts Under the Ohio Uniform Trust Code (with Jamie R. Minor), Probate Law Journal of Ohio (2005)

The adoption of the Ohio Uniform Trust Code (the “OUTC” or “the Code”) will constitute...

 

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Spendthrift and Discretionary Trusts: Alive and Well under the Uniform Trust Code, Real Property, Probate, and Trust Journal (2005)

Spendthrift and Discretionary Trusts: Alive and Well under the Uniform Trust Code

Among the provisions...

 

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The Intention of the Settlor Under the Uniform Trust Code: Whose Property Is It, Anyway?, Akron Law Review (2005)

The Intention of the Settlor Under the Uniform Trust Code: Whose Property Is It, Anyway?

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Codify -- Not Modify: Creditor Remedies and the Ohio Uniform Trust Code (with Richard E. Davis), Probate Law Journal of Ohio (2004)

In a number of states that have considered the Uniform Trust Code (“UTC”), Article 5,...

 

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Ohio Uniform Trust Code Takes Shape, Probate Law Journal of Ohio (2004)

The Uniform Trust Code (UTC) has been under study in Ohio since shortly after its...

 

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The Rights of Creditors of Beneficiaries under the Uniform Trust Code: An Examination of the Compromise, Tennessee Law Review (2002)

The Rights of Creditors of Beneficiaries under the Uniform Trust Code: An Examination of the...

 

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Incorporating the Partnership Theory of Marriage into Elective-Share Law: The Approximation System of the Uniform Probate Code and the Deferred-Community-Property Alternative, Emory Law Journal (2000)

Incorporating the Partnership Theory of Marriage into Elective-Share Law: The Approximation System of the Uniform...

 

Books

Bogert, Trusts and Trustees, Sections 961 to 974 (2010)

This volume will be part of the third edition of the Bogert, Trusts and Trustees...

 

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Estate and Trust Planning (with Jeffrey N. Pennell) (2005)

Estate and Trust Planning This book covers the substantive rules and policies of the law...

 

Contributions to Books

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Report on HB 416: The Ohio Trust Code as Enacted, Ohio Trust Code Handbook (2006)

Report on HB 416: The Ohio Trust Code As Enacted

This Report begins with a...