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 that bind a Ohio practitioner — Ohio’s appellate courts and the federal courts covering Ohio, including the U.S. 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.
Decades after musician Roger Troutman died intestate, the estate’s current administrator moved to vacate and reconsider an April 2003 judgment that had determined Troutman’s twelve heirs. The probate court granted the motion on its ‘inherent authority.’ The Second District reversed: the 2003 heirship entry was a valid final judgment — voidable at most, not void — so the inherent power to vacate void judgments did not apply. Because the administrator never sought relief under Civ.R. 60(B) (and relied on no statute such as R.C. 2109.35(B)), vacating the judgment was an abuse of discretion; and a court cannot ‘reconsider’ a valid final judgment at all — any such order is a legal nullity.
For Ohio estate administration, a final heirship determination has teeth: to reopen it you need a proper Civ.R. 60(B) motion (a meritorious claim, a listed ground, filed within a reasonable time — within one year for mistake, new evidence, or fraud) or a specific statutory basis such as R.C. 2109.35(B). A court’s ‘inherent authority’ reaches only truly void judgments, not ones a party simply believes are wrong. Don’t count on reconsideration to fix a stale heirship order — and when you obtain one, the finality cuts in your favor.
In re Estate of Troutman, 2026-Ohio-855 (Ohio Ct. App., 2d Dist. Mar. 13, 2026) — Ohio Court of Appeals opinion.
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 matters that aren’t trusts-and-estates — criminal, family, commercial/LLC fiduciary, tax, and cases where an estate or trust is only a party. When the trailing window has no further ruling, this row says so plainly rather than inventing one.
Nothing further to re-paper from the bench this period; controlling authority is otherwise unchanged.
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.