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Archive by Month: February 2020

Trustees as investment managers: Its not whether you win or lose, it's how you play the game

Thu Feb 27th, by Daniel McGowan, on New Probate & Trust Cases |

A Trustee of an Ohio Trust must comply with the Ohio Prudent Investor Act unless the Trust Instrument dictates otherwise.  

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A Trustee Shall Keep the Current Beneficiaries Informed

Thu Feb 20th, by Daniel McGowan, on New Probate & Trust Cases |

A Trustee shall keep the current Beneficiaries reasonably informed as to the material facts necessary for them to protect their interests.  

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Guardianship Proceedings in Ohio

Tue Feb 11th, by Daniel McGowan, on Probate Law and Procedure |

If a person can show the Court they have an interest relating to the welfare of another person, Ohio Courts will generally allow the person to participate in guardianship proceedings.  

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Can Trust Beneficiaries Recover Attorneys Fees when Challenging a Trustee?

Thu Feb 6th, by Daniel McGowan, on New Probate & Trust Cases |

The Ohio Trust Code allows for beneficiaries to be awarded their attorneys' fees when challenging the conduct of a trustee for breach of duty.

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Trust Reformation and Taxes

Wed Feb 5th, by Daniel McGowan, on New Probate & Trust Cases |

Reformation of Trusts and general powers of appointment. 

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