Cincinnati Bar Association: Advanced Estate Planning Institute Presentation

Vorys partner, Beth Weinewuth presented to the Cincinnati Bar Association: Advanced Estate Planning Institute in March 2018.  She spoke on the changes to the Ohio Trust Code and Ohio Probate Code that are expected to be signed into law under HB 595 in early January 2019.  These changes include modifications to statutes concerning trust arbitration, the anti-lapse statute, pre-death validation of trusts, incorporation of wills by reference, the attorney-client privilege of attorneys for fiduciaries, electronic wills, and inclusion of a new statute authorizing a party to obtain medical records without opening an estate.