Hasselbring v. Bernard

Citations

• 2019 Ohio 2812

Syllabus

REVOCABLE TRUST – TRUSTEE – DUTIES – R.C. 5808.13 : The trial court did not err in granting summary judgment in favor of trustee of a revocable trust against a beneficiary of the trust seeking information concerning the trust while the settlor of the trust was still living: where the settlor of a revocable trust is still living, R.C. 5808.13(G) applies and the trustee's duties are owed exclusively to the settlor and not the beneficiaries.