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LEWIS v. STAR BANK, N.A. BUTLER CTY.

No. CA92-09-183.

90 Ohio App.3d 709 (1993)

LEWIS et al., Appellants, v. STAR BANK, N.A., BUTLER COUNTY, et al., Appellees.

Court of Appeals of Ohio, Butler County.

Decided October 18, 1993.

Attorney(s) appearing for the Case

John A. Lloyd, Jr., for appellants.

Taft, Stettinius & Hollister, R. Joseph Parker and Michael R. Rickman, for appellee, Star Bank, N.A., Butler County.

Rendigs, Fry, Kiely & Dennis and Michael E. Maundrell, for appellee, Parrish, Beimford, Fryman, Smith & Marcum Co., L.P.A.

MARIANNA BROWN BETTMAN, JUDGE.

This case asks us to decide whether Star Bank, N.A., Butler County ("the Bank"), acting as a trustee, breached its fiduciary duty, and whether Parrish, Beimford, Fryman, Smith & Marcum Co., L.P.A. ("the Law Firm") committed malpractice, in failing to give pre-death tax and estate-planning advice to the settlor and the beneficiaries of a revocable inter vivos trust. The settlor of the trust is Mrs. Cullen. The beneficiaries...

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