Taylor D. Carlucci
In her article “Ohio Trust Accountings: Keeping Beneficiaries Informed and Trustees Out of Trouble,” for the Probate Law Journal of Ohio, Hahn Loeser Attorney Taylor Carlucci discusses the duty of a trustee to inform and report, and the bounds of a beneficiary’s right to information. Taylor provides guidance related to the relevant statutory guidelines related to trust accountings and how they’ve been interpreted by Ohio Courts, and an analysis of nuanced language to help attorneys protect their clients during the course of a trust administration.
