In re Estate of Nugent

Citations

• 210 N.E.3d 591
• 2023 Ohio 700

Syllabus

The trial court did not err in finding that appellant committed a per se violation of her fiduciary duties by facilitating an assignment of all interests by the sole beneficiary in favor of appellant, who was acting as the administrator of the estate at the time the assignment was effectuated. Had the assignment not been later revoked, it would have resulted in the sole beneficiary losing her income-eligible benefits, including Medicaid, which was not in the best interests of the sole beneficiary. Nor did the trial court err in removing appellant as administrator based on her breach of fiduciary duties. Judgment affirmed.