Le texte intégral de ce guide est en anglais ; le résumé ci-dessus est dans votre langue. Les résumés des lois et l'anglais restent la source de référence.
The office · 5 min de lecture
What may be delegated, and the care owed
R.C. 5808.07(A) provides that a trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances, exercising reasonable care, skill and caution in selecting the agent, cotrustee or other fiduciary, in establishing the scope and terms of the delegation consistent with the trust's purposes and terms, and in periodically reviewing the delegate's actions to monitor performance and compliance. The delegate owes the trust a duty of reasonable care to comply with the delegation's terms and submits to Ohio's jurisdiction by accepting; a trustee who complies is not liable for the delegate's decisions or actions (R.C. 5808.07(B) to (D)). Investment and management functions are delegated the same way (R.C. 5809.06).
Employing professionals
Among the trustee's specific powers is the power to employ agents, attorneys, accountants, investment advisors and other professionals (R.C. 5808.16(AA)), and to pay their compensation and the expenses of the administration (R.C. 5808.16(O)); a trustee incurs only costs appropriate and reasonable in relation to the assets, the purposes and the trustee's skills (R.C. 5808.05). Expenses properly incurred are reimbursed from the trust (R.C. 5807.09). A payment to the trustee's own agent or attorney for trust property is presumed a conflicted transaction (R.C. 5808.02(C)(3)).
Powers held by others under the instrument
Where the instrument reserves to the grantor, or vests in an advisory or investment committee or another person, a power such as directing investments to the trustee's exclusion, the excluded fiduciary is not liable for a loss from complying with an authorized direction or from failing to act where it timely sought but did not obtain the required authorization (R.C. 5815.25(C)); an administrative fiduciary confined to the administrative duties the instrument names has no other duties (R.C. 5815.25(B)). A person other than a beneficiary who holds a power to direct is presumptively a fiduciary (R.C. 5808.08(D)). Ohio has no directed trust act; how a particular instrument divides the work is a question for a licensed Ohio attorney of your choosing.
Les textes de loi, mot pour mot
Delegation of powers and duties
R.C. 5808.07 ↗Explication claire et simple ; le texte intégral de la loi n'est pas encore attesté dans notre bibliothèque. Consultez la loi officielle via le lien ci-dessus.
Specific powers of trustee
R.C. 5808.16 ↗Explication claire et simple ; le texte intégral de la loi n'est pas encore attesté dans notre bibliothèque. Consultez la loi officielle via le lien ci-dessus.
Delegation of investment and management functions
R.C. 5809.06 ↗Explication claire et simple ; le texte intégral de la loi n'est pas encore attesté dans notre bibliothèque. Consultez la loi officielle via le lien ci-dessus.
Administrative duties and responsibilities of trust; exclusion of fiduciaries
R.C. 5815.25 ↗Explication claire et simple ; le texte intégral de la loi n'est pas encore attesté dans notre bibliothèque. Consultez la loi officielle via le lien ci-dessus.
Questions fréquentes
Can an Ohio trustee hire an accountant or attorney?
Yes. A trustee may employ agents, attorneys, accountants, investment advisors and other professionals (R.C. 5808.16(AA)) and pay their compensation from the trust (R.C. 5808.16(O)), incurring only costs appropriate and reasonable in relation to the trust (R.C. 5808.05).
Is an Ohio trustee liable for an agent's mistake?
A trustee who exercised reasonable care, skill and caution in selecting the agent, setting the terms and reviewing the agent's actions is not liable to the beneficiaries or the trust for the agent's decisions or actions (R.C. 5808.07(C); R.C. 5809.06(C)).
What is an excluded fiduciary in Ohio?
A fiduciary whose instrument gives the grantor, a committee or another person a power — such as directing investments — to the fiduciary's exclusion; the excluded fiduciary is not liable for a loss from complying with an authorized direction (R.C. 5815.25(C)).
Lectures liées
Le Centre d'apprentissage est de l'information générale sur la loi de l'Ohio — pas un avis juridique, ni un substitut aux conseils d'un avocat de l'Ohio agréé sur vos faits précis. TrusteeClear est un logiciel, pas un cabinet.