Current with legislation from 2024 received as of August 15, 2024.
Section 5817.06 - Settlor complaint; party defendants(A) A complaint under section 5817.03 of the Revised Code shall name as party defendants the following, as applicable:(1) The settlor's spouse;(2) The settlor's children;(3) The settlor's heirs who would take property pursuant to section 2105.06 of the Revised Code had the settlor died intestate at the time the complaint is filed;(4) The trustee or trustees under the trust;(5) The beneficiaries under the trust;(6) If the trust amends, amends and restates, or replaces a prior trust, any beneficiary under the settlor's most recent prior trust.(B) A complaint under section 5817.03 of the Revised Code may name as a party defendant any other person that the settlor believes may have a pecuniary interest in the determination of the validity of the settlor's trust.(C) A complaint under section 5817.03 of the Revised Code may contain all or any of the following:(1) A statement that a copy of the trust has been filed with the court;(2) A statement that the trust is in writing and was signed by the settlor;(3) A statement that the trust was executed with the intent to create a trust;(4) A statement that the settlor had the legal capacity to enter into and establish the trust;(5) A statement that the trust has a definite beneficiary or is one of the following: (b) A trust for the care of an animal as provided in section 5804.08 of the Revised Code;(c) A trust for a noncharitable purpose as provided in section 5804.09 of the Revised Code.(6) A statement that the trustee of the trust has duties to perform;(7) A statement that the same person is not the sole trustee and sole beneficiary of the trust;(8) A statement that the settlor executed the trust free from undue influence, not under restraint or duress, and in the exercise of the settlor's free will;(9) A statement that execution of the trust was not the result of fraud or mistake;(10) The names and addresses of the settlor and all of the defendants and, if any of the defendants are minors, their ages;(11) A statement that the trust has not been revoked or modified;(12) A statement that the settlor is familiar with the contents of the trust.Added by 132nd General Assembly, HB 595,§1, eff. 3/22/2019.