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C. Lawrence Huddleston III

C. Lawrence Huddleston III

Life's a Journey ... We Have the Maps™
  • Estate Planning, Probate, Elder Law
  • Ohio
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Summary

• Board-Certified Specialist, Estate Planning, Trust and Probate Law
• 22 years' Estate Planning, Trust and Probate law experience
• Founding Member and frequent speaker, WealthCounsel, LLC
• Fellow, Esperti Peterson Institute for Advanced Wealth Strategies Planning
• Fellow, The Laureate Circle
• Member, Professional Advisory Committee, The Columbus Foundation
• Member, ePlanners Educational Alliance
• Board Member, Christian Legal Society of Central Ohio
• Accredited Attorney – U. S. Veterans Administration
• Honoree, Leave A Legacy Award – Central Ohio Planned Giving Council
• Rated AV “Pre-eminent” by Martindale-Hubbell / Lawyers.Com
• Rated “10.0 - Superb” by AVVO.Com
• Co-author, "For Ohio Doctors: Shedding Light on Asset Protection, Tax and Estate Planning" (2010)

Practice Areas
  • Estate Planning
  • Probate
  • Elder Law
Additional Practice Areas
  • Trusts & Trust Administration
  • Asset Protection
Fees
  • Free Consultation
    Free consultations for referred clients and others who fully complete our comprehensive "Family & Financial Information" form
  • Credit Cards Accepted
Jurisdictions Admitted to Practice
Ohio
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4th Circuit
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6th Circuit
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U.S. Supreme Court
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Languages
  • English
Professional Experience
Founder & Manager
Huddleston Law Group
- Current
Education
Capital University Law School
J.D. (1977) | Law
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Capital University Law School Logo
Awards
Leave-A-Legacy Award
Central Ohio Council on Planned Giving
Nominated by the Ohio State University Office of Planned Giving for Leadership in Structuring the founding gift for the McCorkle Aquatic Pavilion, and other community planned giving activity
Professional Associations
Ohio State Bar
Member
- Current
Activities: Estate Planning & Probate Law Committee
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Publications
Articles & Publications
For Ohio Doctors Only - Shedding Light on Asset Protection, Tax & Estate Planning
Guardian Publishing, LLC
Speaking Engagements
Dozens , Nationwide - 21 States
Dozens of Legal, Financial and Lay Organizatons
Numerous , Nationwide - 21 States
Dozens of Legal, Financial and Lay Organizatons
Certifications
Specialist in Estate Planning, Trust and Probate Law
Ohio State Bar Association/Ohio Supreme Court
Websites & Blogs
Website
Legal Answers
12 Questions Answered

Q. My mother and I had Joint bank accounts. And in the will it states for her estate to be devided 50/50
A: If the account was "Joint with Rights of Survivorship" as most "joint" accounts are, the account goes directly to you. It does not go through probate and therefore is not controlled by the Will. All you need to do is take an original death certificate and a photo ID to a bank branch and they will convert the account into your name. The only caveat is that if your mother was on Medicaid (not Medicare), it is possible the state could come after the account if there are not enough other assets to reimburse the Medicaid payments.
Q. My father recently passed away with no will.Just my sister and i. Next steps in regard to estate? Ohio
A: You will need to use the probate court. If the estate is small enough, there is an abbreviated process available. If you can wait 6 months you can avoid small creditor claims. I suggest you start by gathering all the asset information and consulting with an expert probate lawyer so you will understand the process options.
Q. Refunds to a POD account become estate assets? POD Beneficiary liable for taxes on unpaid loan? Medical bills?
A: This is why no one should try DIY administration. Hopefully you have not exposed the estate assets to creditors by paying bills from his POD account prior to transferring it to your name. Estate assets can be protected from creditors (except funeral bills) by waiting 6 months to open estate, but that protection is destroyed by choosing to pay some bills and not others. If you had the bank change the account to your name prior to paying bills, the refunds should be payable to you. Even if you did not, technically legal title vests in you at the moment of death, so refunders should make refund checks to you, but they may refuse. No harm in asking, but you’d be better off consulting with an expert probate lawyer who can review the precise facts, advise you, and instruct the payors to make refunds to you. Third parties are not responsible for a decedent’s bills.
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Contact & Map
Columbus Office
First Merchants Bank Building, Suite 210
3650 Olentangy River Rd
Columbus, OH 43214
Telephone: (614) 488-7878
Fax: (614) 246-7108
Dayton Office
1800 Lyons Road
Centerville, OH 45458
Toll-Free: (888) 488-7878
Telephone: (937) 438-3122
Fax: (614) 246-7108