Ohio State Bar Association Certification

OHIO STATE BAR ASSOCIATION BOARD CERTIFIED ESTATE PLANNING TRUST AND PROBATE SPECIALIST SINCE 2003

Estate Planning, Trust and Probate Law is the practice of law that involves analysis and planning for the conservation and disposition of estates during lifetime and at death, preparing legal instruments to effectuate such planning, and counseling fiduciaries, while giving due consideration to the applicable trust, probate, and income, estate, and gift tax laws. Specifically, these areas of law involve wills, trusts, durable powers of attorney, health care powers of attorney, living wills, estate & gift tax law, and advanced estate tax planning for estates over two million dollars. This specialty certification is issued by the OSBA (Ohio State Bar Association) Estate Planning, Trust and Probate Law Specialty Certification Specialty Board. The program is accredited by the Ohio Supreme Court Commission on Certification of Attorneys as Specialists. For more information on the certification process, go to www.OhioBar.org The OSBA Specialty Certification program requires the applicant to pass a written examination and demonstrate substantial involvement in the practice of estate planning, trust and probate law. In addition, the applicant must be a licensed attorney in good standing, participate in 45 hours of intermediate or advanced continuing legal education in estate planning, trust and probate law in the prior three years, submit seven references and meet a requirement for professional liability insurance coverage. Unlike many other professional honors and associations, the OSBA specialty certification has objective criteria in the form of a test and specific experience requirements. Thus, certified attorneys must earn their designation.