Zimmerman v. Zirpolo Trust: The Beneficiary's Right to Information

Document Type

Article

Publication Date

2012

Abstract

In this case-focused commentary, Alan Newman analyzes Zimmerman v. Zirpolo Trust, a significant decision that addresses the extent of a beneficiary’s right to obtain information from a trustee. Newman explores how the case underscores the fundamental fiduciary obligation of trustee transparency and the legal doctrines that compel trustees to disclose information necessary for beneficiaries to protect their interests. The article outlines the court’s reasoning, emphasizing the balance between trustee discretion and beneficiary oversight, and the circumstances under which a trustee may or may not withhold information. Newman uses the case as a platform to discuss broader trends in trust law, including the role of judicial enforcement in upholding beneficiary rights and the impact of statutory developments such as the Uniform Trust Code. The piece reinforces the principle that access to information is a cornerstone of fiduciary accountability.

Publication Title

Probate Law Journal of Ohio

Volume

22

First Page

8

Comments

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