Your state’s pack. New issues arrive periodically on Mondays. Bookmark it. I built this for the Ohio T&E solo who knows its own Ohio Revised Code Title 21 (Ohio has not adopted the UPC) cold but still loses an afternoon a week hunting the current homestead number, the Next Generation MyCare (Ohio Medicaid / ODM) slot posture, whether the latest Ohio Board of Professional Conduct opinion changes how you scope an engagement, or whether a recent Ohio Court of Appeals decision just moved the law on capacity, undue influence, or a trustee’s duties. What’s below is what mattered in Ohio lately — the week’s developments and the recent rulings from the bench.
For licensed attorneys. This pack is general legal information and professional commentary for practicing attorneys — it is not legal advice, does not apply to any specific matter, and creates no attorney-client relationship. Verify every authority against the cited primary source before relying on it with a client. Published by Mike Moss, a Utah-admitted attorney, as an AI-enablement information product; it is not an offer of legal services and is not a representation that the author is admitted to practice in your jurisdiction.
Three developments from the last seven days that I think actually matter to an Ohio T&E solo. Each one has a read that lands on your practice specifically — and each one comes with the citation so you can verify the detail yourself before you use it with a client.
On June 2, 2026 the Ohio Board of Professional Conduct released its Ohio Ethics Guide on Artificial Intelligence for Lawyers and Judicial Officers (nonbinding), covering competence, verification of AI output against original sources, confidentiality on public tools, and court AI-disclosure rules. It is a guide, not a numbered advisory opinion.
For an Ohio T&E solo drafting estate plans or probate filings with AI assistance, the verification burden sits squarely on you: keep client data off public models, treat AI output as a first draft requiring human checking against original sources, and read the specific probate court’s standing orders — some Ohio courts require an AI-use disclosure and some prohibit AI-assisted filings outright.
Ohio Board of Professional Conduct, Ethics Guide on Artificial Intelligence (June 2, 2026) · bpc.ohio.gov
The Ohio Judicial Conference’s triennial CPI adjustment under ORC 2329.66(B) set the residence exemption at $182,625 for April 1, 2025 through March 31, 2028 (up from the prior $161,375). The $125,000 in the text of ORC 2329.66(A)(1)(b) is only the un-indexed base; HB 96 (136th GA) amended § 2329.66 effective Sept. 30, 2025 on other points, not the homestead dollar amount.
Two places this bites immediately: creditor-exemption schedules filed in Ohio bankruptcy cases, and home-equity analysis in Medicaid planning. If your forms library was refreshed against the statute text, it is citing the $125,000 base — far low. Cite the operative $182,625 and date-stamp it to the next (April 2028) adjustment.
ORC § 2329.66 · Ohio Judicial Conference triennial adjustment · ohsb.uscourts.gov · eff. Apr. 1, 2025–Mar. 31, 2028
Next Generation MyCare, Ohio Medicaid’s managed-care program for dual-eligible long-term-care members, expanded to 61 counties as of May 1, 2026, with statewide coverage expected August 1, 2026 — consolidating Medicaid/Medicare LTC and HCBS under four managed-care plans.
For an Ohio T&E solo with Medicaid clients, the setting and plan a client is enrolled in is in flux as MyCare scales out county by county. Estate recovery under ORC 5162.21 reaches Ohio’s expanded estate definition (certain non-probate assets via the ORC 2117.061 process), so deed and beneficiary-designation planning stays central even as the delivery system changes.
Ohio Department of Medicaid · Next Generation MyCare · managedcare.medicaid.ohio.gov
Decisions from the courts that bind an Ohio practitioner — the Supreme Court of Ohio and the Ohio Court of Appeals, the U.S. District Courts for the Northern and Southern Districts of Ohio, and the Sixth Circuit — read for what actually changes how you draft, advise, and plan. Trusts and estates broadly, not Medicaid alone: wills and capacity, undue influence, fiduciary duty, trust construction, and estate recovery. One read, the holding, and the official cite.
Across the Supreme Court of Ohio, the Ohio Court of Appeals, the Northern and Southern Districts of Ohio, and the Sixth Circuit, no qualifying trusts-and-estates or estate-recovery decision has been logged with a full citation this period. Per the lane’s no-invent rule, this row says so plainly rather than inflating a holding.
Nothing to re-paper from the bench this period; controlling authority is unchanged. CourtListener is used for discovery only and is never cited here as authority.
Awaiting verified weekly signal — CourtListener used for discovery only, never cited as authority.
This slot holds the next significant trusts-and-estates or estate-recovery decision from Ohio’s appellate courts or the federal courts covering Ohio. The lane reads each opinion before it lands here, and reads-and-discards Medicaid program/provider litigation as not T&E. When the trailing window has no new ruling, this row says so plainly rather than inventing one.
Nothing to re-paper from the bench this period; controlling authority unchanged.
[Official reporter · court · date — never courtlistener.com]
This week in Ohio for the T&E solo with Ohio Medicaid clients: the developments from the Ohio State Bar Association (Estate Planning, Trust & Probate Law Section) and the Ohio Department of Medicaid that actually moved your practice this period — each one primary-source verified.
Bar and Medicaid changes land on different schedules and aren’t indexed by practice focus. Every item here was checked against its primary source, with the link, so you can verify before relying on it.