Legal Question in Wills and Trusts in Ohio

My daughter is having issues with getting her trust from the trustee. Now that she has reached the mature date of getting it. What do we do?


Asked on 10/24/11, 9:42 am

1 Answer from Attorneys

Lisa Meier Law Office of Anthony W. Greco

Under the Ohio Revised Code Section, 5808.13, a trustee is required to promptly furnish a copy of the trust to a beneficiary who requests it. Have your daughter quote this code to the trustee and state that if the trustee does not furnish it, she will contact an attorney and enforce her rights. Of course, she would have to follow up with this threat if she actually stated this to the trustee.

Lisa K. Meier

[email protected]

This response is based on the limited facts you have provided and is not intended to create an attorney-client relationship. I cannot provide adequate advice to you without meeting with you in person. If you would like to schedule a free consultation, please feel free to contact me.

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Answered on 10/24/11, 11:15 am


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