Paul Kellogg
Estate Planning Attorney and Business Law | Protecting Family. Serving Business.
For over 20 years Paul has helped individuals and businesses with a variety of personal and business transactions. Individuals come to Paul for assistance with wills, trusts, estate planning, probate, and residential real estate transactions, while his business clients utilize his experience to provide guidance with business strategy, contract drafting and negotiation, mergers and acquisitions, trademarks, corporate governance, and licensing. Many of Paul’s business clients see him as their outside general counsel.
Prior to joining Phillips Law Firm, Inc. Paul served as the Vice President and General Counsel for two privately held companies and as the Director of Estate and Business Planning for the Cincinnati office of Northwestern Mutual. These experiences allow him to provide proactive advice and counsel to individuals, families, entrepreneurs, and privately held businesses and their owners.
Paul is a life-long Cincinnati resident, having grown up in West Chester, Ohio and attended Cincinnati Moeller High School. Paul went on to study communications at Ohio University, where he met his wife Karen, graduating Cum Laude. After graduating from Ohio University Paul went on to the University of Dayton School of Law where his studies focused on business law, probate and estate planning.
Paul and his wife currently live in West Chester with their three children. In his time away from the office Paul enjoys exercising, bicycling, fishing, playing golf and traveling with his family.
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Real Estate Law
- Commercial Real Estate, Condominiums, Easements, Eminent Domain, Homeowners Association, Land Use & Zoning, Mortgages, Neighbor Disputes, Residential Real Estate, Water Law
- FaceTime
- Zoom
- Free Consultation
-
Credit Cards Accepted
Visa, Mastercard, American Express
- Ohio
-
- English: Spoken, Written
- Attorney
- Phillips Law Firm, Inc.
- - Current
- V.P / General Counsel
- BPN, Inc.
- -
- V.P / General Counsel
- Fathead, Inc.
- -
- University of Dayton School of Law
- J.D. (1993)
- -
-
- Ohio University
- B.S. (1989) | Communications
- -
- Honors: Cum Laude
-
- Ohio State Bar
- Member
- Current
-
- Cincinnati Bar Association
- Current
-
- Probate 101, Northeast Lawyers Club, Cincinnati, Ohio
- Legal Technicality
- Who Can I Appoint as Trustee, CBA - Advanced Estate Planning Insitute
- Split Dollar Life Insurance, CBA - Advanced Estate Planning Insitute
- Q. My mother passed away with a joint account with my sister. Should it. be listed on probate inventory.
- A: No. Ohio law is very settled on this issue. Joint bank accounts pass to the surviving joint owner.
- Q. My Mother and Father passed away with no will. How do we get the deed to the house in our name?
- A: You will have to check the deed to the property. If the house was titled in joint names with rights of survivorship, you will have one probate. If it was in joint names as tenants in common (no survivorship) you will have to probate the estate of the first spouse to die, and then probate the second estate. If the house was titled in joint names with survivorship, you will need to file an affidavit with a copy of the death certificate of the first parent to die with the county recorder and then probate the estate of the second parent to pass.
- Q. My husband's aunt recently passed away and she had a pension but no spouse or children. Where does the money go?
- A: In my experience, if it was a true pension (meaning it had a defined benefit) the pension ends upon her death. If it was an IRA or 401(k) retirement plan it will be paid the the name beneficiary, or if there is no beneficiary to her estate where it will be distributed as provided in her will or via intestate succession.
