Robert S. Chaloupka

Career

•Canada-United States Law Journal (Publisher, 1999-2000)

Publications

“Whither the A-B Trust? Is There Still A Use for this Estate Planning Workhorse in a World of Portability and Sky-High Tax Exclusions?” Cleveland Metropolitan Bar Journal, December 2018

Speaking engagements and interviews

•“Irrevocable Trusts in Medicaid Planning” and “Legal Ethics,” National Business Institute CLE Seminars, “Medicaid Lookback Rules and Planning” (December 5, 2019)
•“Will Strategies to Prevent Conflict and Confusion,” “Special Needs Trusts (SNTs) and ABLE Account Strategies” and “Advance Directive Tips: Making Healthcare Wishes Explicit,” National Business Institute CLE Seminars, “Estate Planning: Top 8 Tools to Know” (October 29, 2019)
•“Determining if Spouse’s Elective Share is a Reasonable Option” and “Maintaining an Ethical Balance in Probate Practice,” National Business Institute CLE Seminars, “The Probate Process from Start to Finish” (October 10, 2019)
•“Key Elements of Effective Wills” and “Trusts as Alternatives to Wills,” National Business Institute CLE Seminars, “Step by Step Guide to Drafting Wills & Trusts” (September 25, 2019)
•“Common Trust Structures and When They’re Used” and “Transfers During Life and Inter-Vivos Trusts,” National Business Institute CLE Seminars, “Estate Planning and Administration: The Complete Guide” (August 26, 2019)
•“Handling Estate Administration Tax Issues,” “Distribution and Closing of the Estate,” and “Ethics and Estate Administration,” National Business Institute CLE Seminars, “Estate Administration From Start to Finish” (July 10, 2019)
•“Durable Financial Powers of Attorney Insights” and “Advance Directive Tips: Making Healthcare Wishes Explicit,” National Business Institute CLE Seminars, “Estate Planning: Top 7 Tools to Know” (April 5, 2019)
•“Maintaining the Estate and Preparing Assets for Distribution” and “Tax Deadlines and Preparing, Coordinating and Filing Returns,” National Business Institute CLE Seminars, “The Ultimate Guide to Probate” (March 7, 2019)
•“Asset Protection Trusts: Maximizing the Effectiveness” and “Tax Planning with Trusts,” National Business Institute CLE Seminars, “Using Trusts in Estate Planning and Asset Protection” (December 18, 2018)
•“Eligibility for Public Benefits” and “Trust Funding Strategies, Administration and Termination,” National Business Institute CLE Seminars, “Special Needs Trusts: Planning for Persons with a Disability” (December 5, 2018)
•“Planning for Unmarried and Remarried Couples,” “Business Succession Planning,” and “Ethical Considerations,” National Business Institute CLE Seminars, “Estate Planning: Top Challenges” (November 15, 2018)
•“Being Thorough to Close the Estate Without a Hitch” and “Ethical Challenges in Estate Administration,” National Business Institute CLE Seminars, “Estate Administration Procedures: Why Each Step Is Important” (August 23, 2018)
•“Wills: Proving Validity, Petitioning and Top Problems,” “Trust Traps in Probate,” and “Handling Distributions and Closing the Estate Without a Hitch,” National Business Institute CLE Seminars, “Probate: Everything You Need to Know” (July 25-26, 2018)
•“Trust Basics and Choice of Trust Dilemmas” and “Revocable Living Trust Problems,” National Business Institute CLE Seminars, “Trusts: Top Challenges” (June 13, 2018)
•“Wills: Proving Validity, Petitioning and Top Problems,” “Trust Traps in Probate,” and “Handling Distributions and Closing the Estate Without a Hitch,” National Business Institute CLE Seminars, “Probate: Everything You Need to Know” (March 8, 2018)
•“What Are Trusts? Main Trust Principles” and “Simple Testamentary Trusts and Revocable Living Trusts,” National Business Institute CLE Seminars, “Trusts From A to Z” (December 20, 2017)
•“Transfers During Life and Inter-Vivos Trusts” and “Post-Mortem Tax Planning Options,” National Business Institute CLE Seminars, “Estate Planning and Administration: The Complete Guide” (September 27-28, 2017)

Legislative Testimony

•Opponent testimony, House Bill 8, Ohio Senate Education Committee (December 10, 2024)
•Opponent testimony, House Bill 68, Ohio Senate Government Oversight Committee (December 6, 2023)
•Opponent testimony, House Bill 183, Ohio House of Representatives Higher Education Committee (October 11, 2023)
•Opponent testimony, House Bill 68, Ohio House of Representatives Public Health Policy Committee (June 14, 2023)
•Opponent testimony, House Bill 11, Ohio House of Representatives Primary and Secondary Education Committee (April 25, 2023)
•Opponent testimony, House Bill 454, Ohio House of Representatives Families, Aging and Human Services Committee (November 16, 2022)
•Proponent testimony, Ordinance O2018-0009, Cuyahoga County Council (September 25, 2018)