Roberson Law Specilizing in Estate Planning, Probate & Trust Law

Quarterly News

Don't Forget: The Deadline to Apply for the Ohio Homestead Exemption Program is Monday, June 6!

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Don't miss your chance to submit your application for a reduction in property taxes through the Ohio Homestead Exemption Program.  To qualify, you must own the home where you live and be 65 years of age or older, or be permanently or totally disabled.  You may qualify for the exemption even if you own a mobile home. All applications must be submitted by Monday, June 6!

 

There are no income restrictions to qualify, and the Homestead Exemption is issued in the form of a credit on property tax bills.  According to the Montgomery County website, "The Homestead Exemption allows qualifying homeowners a reduction that is equal to the taxes that would be otherwise charged on or up to $25,000 of the market value of their home from all local property taxes."

 

Homes that have had property ownership transferred to a trust  may still qualify for the Homestead Exemption if: 1) The trust is effective during your lifetime, 2) You are the settlor of the trust, 3) The trust is revocable, and 4) The trust document indicates that  you have complete possession of the property.

 

If you already received the property tax credit or have previously submitted an application for the Homestead Exemption, then you do not need to apply again.  To complete the application, you may go online or call the Montgomery County Auditor's Homestead Hotline at 937.225.4341.  Enrollment in the program is open until Monday, June 6th, 2011. 

 

What's New About the Homestead Exemption? 

On October 20, 2010, the Supreme Court of Ohio rendered an important decision for Ohio taxpayers in Gilman v. Hamilton County Bd. of Revision, 127 Ohio St.3d 154 (Ohio 2010). As a result of this decision, if you are an Ohio resident, the surviving spouse or the trustee of your deceased spouse's trust, and if you are living in a home that you own as trustee of your deceased spouse's trust, that property will now qualify for the homestead exemption. (Such property was previously excluded from the homestead exemption.)  

Is your Trust dated before 2007?

Ohio Trust Law changed significantly effective January 1, 2007, when the Ohio Trust Code went into effect.  As a result, we significantly changed our trust templates to comport with the Ohio Trust Code, which provides many benefits to settlors, trustees, and beneficiaries of trusts. 
 
If it's been awhile since you've reviewed your trust, we suggest that you dust it off and call us for an appointment to review you trust and other estate plan documents. We are currently offering a $50.00 discount off of our consultation fee for reviewing existing estate plans with or without a trust, but you must mention this offer when scheduling your appointment. 

Learn more about our staff and the services we offer! 

 

Check out our blog and speaking engagements page.  


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here to view our informative, interactive website and our video on YouTube.     

 

Roberson Law Video

Graduation Special
Effective Estate Planning Takes Care of Schooling

We usually think of needing estate planning services when facing a major change in life, but how about the coming of age? Legal age in Ohio is 18.
  
Does the young adult in your home have basic estate planning documents? We are so serious about estate planning here at Roberson Law that we want to offer a simple estate plan package for the low fee of $99. The documents included would be a simple two-page will, general durable power of attorney, health care directives, and a right of disposition of remains form.  

Please note that although all documents are reviewed by an attorney before they are executed, the $99 fee does not include a consultation with an attorney.  Information obtained for the documents will be gathered during a telephone conference. 

This offer is limited to young adults between the ages of 18 and 22 who live or are attending school in Ohio
 
News You Can Use
In This Issue:
  • Don't Forget: The Deadline to Apply for the Ohio Homestead Exemption Program is Monday, June 6! 
  • Pro Bono Services Available to Assist Our Heroes 
  • Is Your Trust Dated Before 2007?
  • Nancy Roberson Keeps Busy Serving the Community
  • Employee of the Quarter  
  • Graduation Special
  • Widows' Support Groups

Pro Bono Services Available to Assist Our Heroes 

Wills for Heroes


With Memorial Day just shortly behind us, what better time is there to pause and think about all the heroes in our lives? The legal community provides two great services to assist both our military and paramilitary heroes: Wills for Heroes and ABA Home Front.

Wills for Heroes is a program for individuals in law enforcement and their spouses to obtain simple estate planning documents such as Wills, Powers of Attorneys, and Health Care Directives at no charge.  The local Wills for Heroes program is offered through the Volunteer Lawyers Project (VLP), a division of the Dayton Bar Association that offers legal services to people who would otherwise not be able to afford to obtain them.  All of the attorneys at Roberson Law participate in the VLP, providing pro bono work to individuals and families who are registered through the program. If you would like more information about this program, please call the Dayton Bar Association at 937.222.7902 or visit their website.

The American Bar Association (ABA) recently launched a new website, known as ABA Home Front. ABA Home Front aims to provide information about a variety of legal issues to military service members and their families. The site features an information center, a directory of programs, and a military pro bono center. It also provides details about the Servicemembers Civil Relief Act, which provides legal protection to active-duty military and their families.  For more information, check out the website here.


Roberson Law Dayton Ohio

Nancy Roberson Keeps Busy Serving the Community... Speaking

 

May has been the busiest month for speaking engagements in the past 20 years for Nancy Roberson!  Thank you to the Philanthropic & Educational Organization, Alzheimer's Association, Life Cycle Network, Huber Heights Baptist Church, and the Ohio Society of CPAs for the opportunities to present to over 200 individuals in your organizations between the months of April and May.

 

In the past, Nancy has primarily given her popular "Are You Prepared?" speech to audiences when she has been asked to speak for special events; however, these past two months, Nancy has spoken on non-traditional topics such as Medicaid and Asset Protection Planning, Preparing Decedents' Estate Tax Returns, and Estate Planning for Women-Owned Businesses.  Some of the unique titles for recent speaking engagements were "Preserving Money From Nursing Home Costs" and "Trust & Estate Tax Returns: Even the Dead Pay Taxes."

If you would like to have Nancy speak at your next event, please call or email Amy Cary at acary@dayton-attorney.com to book your event.  As always, we never charge a fee for our professional speaking services.  You may also go to our speaking engagements page on our website to read some testimonials from past attendees and to obtain  more information about upcoming speaking engagements.

Employee of the Quarter

Picture of Amanda White

 

Amanda White, Associate Attorney, is Employee of the Quarter!  Amanda has been with Roberson Law since 2007.  In the past four years, Amanda has been busy serving several non-profits while working in Roberson Law's Estate Administration and Probate Department. 

 

In addition to her work at Roberson Law, Amanda serves on the board for the Miami Valley Women's Center (MVWC), and she recently participated in the MVWC Walk for Life raising hundreds of dollars for the cause. 

 

When Amanda is not working at the firm or volunteering her time, she is busy raising her children, Selah (5 years old) and David Jr. (1 year old) in Centerville, with her husband David, who is a pastor at Emmanuel Lutheran Church.

 

Amanda has an impressive background, graduating from both Vanderbilt and the University of Dayton and having worked for a large non-profit in Washington D.C.  You can view her biography if you would like to learn more about her. 

 

Thank you, Amanda, for all of your hard work and dedication!

Staff 
 

Our mission is to  provide excellent, compassionate legal services to help people plan for the unexpected and prepare for the inevitable.
Widows' Support Groups

This is a reminder that two widows' support groups are now serving the Miami Valley.

The Young Widows' Support Group meets on the first Thursday of each month from 7:00 p.m. to 9:00 p.m. at Normandy United Methodist Church, located at 450 West Alex-Bell Road, Centerville, Ohio. 

The Widows' Support Group meets on the first Friday of each month from 3:00 p.m. to 5:00 p.m. at Normandy United Methodist Church, located at 450 West Alex-Bell Road, Centerville, Ohio.

For more information, view the website.


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All material in this newsletter is Copyright 2011 by Nancy A. Roberson. All rights reserved.