![]() A personal representative, conservator, or guardian may send the qualified beneficiaries a report on behalf of a deceased or incapacitated trustee. Upon a vacancy in a trusteeship, unless a co-trustee remains in office, a report must be sent to the qualified beneficiaries by the former trustee. (c) A trustee shall send to the distributees or permissible distributees of trust income or principal, and to other qualified or nonqualified beneficiaries who request it, at least annually, a report of the trust property, liabilities, receipts, and disbursements, including the source and amount of the trustee's compensation, a listing of the trust assets and, if feasible, their respective market values, and, upon termination of the trust, a final report commencing with the date of the most recent annual report through the last transaction of the trust. ![]() (4) shall notify the current permissible distributees of income or principal of the trust in advance of any change in the method or rate of the trustee's compensation. (3) within 60 days after accepting the trusteeship of an irrevocable trust, or the date the trustee acquires knowledge that a formerly revocable trust has become irrevocable, whether by the death of the settlor or otherwise, shall notify the qualified beneficiaries of the trust's existence, of the identity of the settlor or settlors, of the right to request a copy of the trust instrument, and of the right to a trustee's most recent report as provided in subsection (c), except no notice shall be required to be given to any beneficiary of a split interest charitable trust whose interest is not irrevocable until that beneficiary's interest becomes that of a current permissible distributee and (2) within 60 days after accepting a trusteeship, shall notify the qualified beneficiaries of the acceptance and of the trustee's name, address, and telephone number ![]() (1) upon request of a beneficiary, shall promptly furnish to the beneficiary a copy of the trust instrument (2) Unless unreasonable under the circumstances, a trustee shall promptly respond to a qualified beneficiary's request for information related to the administration of the trust. (1) A trustee shall keep the current permissible distributees of income or principal of the trust reasonably informed about the administration of the trust and of the material facts necessary for them to protect their interests. (a) Except as otherwise provided in Section 19-3B-603, the following rules apply: New Mexico Uniform Health Care Decisions Act 24-7A-1.UNIFORM TRUST CODE Last Revised Or Amended in 2003.Intestate Succession Under the Uniform Probate Code.NOTE No Paper? No Problem: Ushering in Electronic Wills Through California’S “Harmless Error” Provision.Nebraska Probate Code: Its Background and Development.Flexibility, the Uniform Probate Code's Procedural Article And.Title 15 Uniform Probate Code Chapter 1 General.The Revised Uniform Probate Code Lawrence W.The Forfeiture Clause: Contest Killer Or Paper Tiger?.Amending Certain Sections of the Uniform Health-Care.Uniformity in State Inheritance Laws: How UPC Article II Has Fared in Nine Enactments Richard V.Advance Directives and Advance Care Planning.The Trustee's Duty to Inform and Report Under the Uniform Trust Code.Revision of Uniform Disclaimer of Property Interests Acts.The Testator's Intent to Passively Revoke A.The Uniform Probate Code and the International Will.Voice, Strength, and No-Contest Clauses.Uniform Probate Code Section 6-201 a Proposal to Include Stocks and Mutual Funds Diane C.The 2018 Annual Estate Planning & Probate Institute the Nuts and Bolts.Nebraska Uniform Trust Code from the Trenches: a Practitioner's Guide to Understanding Nebraska's New Uniform Trust Code.The Influence of the Uniform Probate Code in Nonadopting States.Introduction to the Uniform Probate Code.The Uniform Probate Code Upends the Law of Remainders.Planning and Drafting Basics Under the New Massachusetts Uniform Probate Code Kent D.Health Care Decisions for Adults Without Decisionmaking Capacity.Uniform Trust Code Final Act with Comments.There Are Two Types of Declarations Permitted Under the Act.Coming to Terms with the Uniform Probate Code's Reformation of Wills.Ademption by Extinction: Smiting Lord Thurlow's Ghost.Uniform Probate Code Article Ii Intestacy, Wills, and Donative Transfers.
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