How Old Do You Need To Be To Do Estate Planning?

Attorney Nancy Roberson was recently interviewed for the news show WHIO Reports, and one of the topics addressed was how old a person needs to be to do estate planning.  Watch the interview here.  The program contained almost 30 minutes of valuable advice about estate planning and discussed the topic of being prepared at any age for sudden illness or death.

Nancy Roberson Participates In News Special On WHIO Reports

Channel 7 news broadcaster Jim Otte recently interviewed Nancy Roberson on the news special WHIO Reports about wills, powers of attorney, and other estate planning issues.  The program contains 30 minutes of valuable advice about estate planning and discusses the topic of being prepared at any age for sudden illness or death.  Watch the video here:



Will Your Financial Institution Accept Your Legal Documents?

Banks, brokerage firms, and investment companies are cracking down on the policies pertaining to a person's use of a General Durable Power of Attorney (GDPOA) to conduct account changes or transactions on behalf of the account holder.  Changing beneficiary designations can be an integral part of estate planning, and the task of doing so is sometimes executed by a person other than the actual account holder.

Roberson Law Paralegal Wins Award for 2016 Paralegal of the Year

Jennifer Burkitt, Paralegal, of Roberson Law received the award for 2016 Paralegal of the Year!  The ceremony was hosted by Sinclair College where the Dayton legal community celebrated Paralegal Day and honored Jennifer with the award.  Jennifer has worked at Roberson Law for 15 years as the lead paralegal in charge of the firm’s probate and trust administration department.

A recent testimonial received from one of Jennifer's clients sums up the impact that Jennifer has on those whom she serves:

Elder Law Update: What You Should Know About Adult Protective Services

We get a good amount of calls in our office about elder abuse or elder neglect. Many times the call comes from a professional who calls about a client of his or hers who appears to be in distress and has no family or friends to assist. When we get these calls, we almost always refer the person to Adult Protective Services (APS).

Tax Time Is Here: Is Your Accountant A Help Or A Hindrance?

Our office works with a lot of accountants. Accountants are often on the front line of the planning issues that we handle for clients.  Nine times out of ten the accountants are a tremendous help to our clients, especially to those who are business owners.  However, it is always prudent to know what to expect out of your accountant to ensure that he or she is being more of a help than a hindrance to your long term planning needs.

Don't Get Caught With An Outdated POA

As many of our clients already know, a comprehensive general durable power of attorney is an effective estate planning tool to authorize another person to act on one’s behalf in the event of disability or incapacity.  In an effort to improve the usefulness of a power of attorney (“POA”), the laws regarding powers of attorney under the Ohio Revised Code were revised in March of 2012, in order to offer additional safeguards against abuse by the agent appointed in the POA and encourage third party acceptance.  

Get Your Home Out Of Your Trust!

As critical as funding your trust is, you may need to transfer your home out of your trust as a result of Estate of Atkinson v. Ohio Dept. of Job & Family Servs., 144 Ohio St.3d 70, 2015-Ohio-3397, an Ohio Supreme Court case decided August 26, 2015.  This case held that your home will be a countable resource for Medicaid qualification purposes if your home is owned by your revocable living trust.  Yikes!  

Aid For Children With Disabilities Of Military Families Passed By Congress

The information in this article is news that was reported last year, but we believe that it bears repeating due to the impact that the legislation has on the hundreds of thousands of people in the military who have children with disabilities.  With this legislation passed through the National Defense Authorization Act, a special needs trust can now be put in place to protect a disabled child's benefits from being discontinued due to an inheritance that the child receives from a parent. 


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