Legal Question in Wills and Trusts in Ohio

Trustee obligation to beneficiaries?

My father established a revocable AB trust and now his wife has died, 14 years after his death. Did the Trustee have a legal obligation to contact, give information about terms of the Trust to, and/or provide a copy of the Trust to the beneficiaries?


Asked on 3/24/07, 12:31 am

1 Answer from Attorneys
Joseph Michelotti Michelotti & Associates, Ltd.

Re: Trustee obligation to beneficiaries?

if you are a beneficiary then the trustee may have an obligation to report to you.

if you are are not a beneficiary the trustee has no duty to you.

you need to get a lawyer immediately to assess your rights

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Answered on 3/24/07, 12:59 am


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