Source: http://dcmetrotrustcode.com/article/article-6/
Timestamp: 2019-04-25 08:23:06+00:00

Document:
§ 601. Capacity of settlor of revocable trust.
The capacity required to create, amend, revoke, or add property to a revocable trust, or to direct the actions of the trustee of a revocable trust, is the same as that required to make a will.
§ 19-1306.01. Capacity of settlor of revocable trust.
§ 14.5-601. Capacity of settlor.
(A) The capacity required to create, amend, revoke, or add property to a revocable trust, or to direct the actions of the trustee of a revocable trust, is the same as that required to make a will.
(b) Nothing in this section shall be construed to prohibit the creation of a revocable trust if that creation is otherwise authorized under State law.
(c) The fact that the settlor becomes incapacitated or loses the capacity required to create a will does not convert a revocable trust into an irrevocable trust.
§ 602. Revocation or amendment of revocable trust.
(a) Unless the terms of a trust expressly provide that the trust is irrevocable, the settlor may revoke or amend the trust. This subsection does not apply to a trust created under an instrument executed before [the effective date of this [Code]].
(3) upon the revocation or amendment of the trust by fewer than all of the settlors, the trustee shall promptly notify the other settlors of the revocation or amendment.
(B) any other method manifesting clear and convincing evidence of the settlor’s intent.
(e) A settlor’s powers with respect to revocation, amendment, or distribution of trust property may be exercised by an agent under a power of attorney only to the extent expressly authorized by the terms of the trust or the power.
(f) A [conservator] of the settlor or, if no [conservator] has been appointed, a [guardian] of the settlor may exercise a settlor’s powers with respect to revocation, amendment, or distribution of trust property only with the approval of the court supervising the [conservatorship] or [guardianship].
(g) A trustee who does not know that a trust has been revoked or amended is not liable to the settlor or settlor’s successors in interest for distributions made and other actions taken on the assumption that the trust had not been amended or revoked.
§ 19-1306.02. Revocation or amendment of revocable trust.
(a) Unless the terms of a trust expressly provide that the trust is irrevocable, the settlor may revoke or amend the trust. This subsection does not apply to a trust created under an instrument executed before the effective date of this chapter [March 10, 2004].
(3) Upon the revocation or amendment of the trust by fewer than all of the settlers, the trustee shall promptly notify the other settlers of the revocation or amendment.
(2) If the terms of the trust do not provide a method or the method provided in the terms is not expressly made exclusive, by.
(B) Any other method manifesting clear and convincing evidence of the settlor's intent.
(e) A settlor's powers with respect to revocation, amendment, or distribution of trust property may be exercised by an agent under a power of attorney only to the extent expressly authorized by the terms of the trust or the power.
(f) A conservator of the settlor or, if no conservator has been appointed, a guardian of the settlor may exercise a settlor's powers with respect to revocation, amendment, or distribution of trust property only with the approval of the court supervising the conservatorship or guardianship.
§ 14.5-602. Revocation or amendment of trusts.
(a) (1) Unless the terms of a trust expressly provide that the trust is irrevocable, the settlor may revoke or amend the trust.
(2) This subsection does not apply to a trust created under an instrument executed before January 1, 2015.
(3) On the revocation or amendment of the trust by fewer than all of the settlors, the trustee shall promptly notify the other settlors of the revocation or amendment.
(i) A later will or codicil that expressly refers to the trust or specifically devises property that would have passed otherwise according to the terms of the trust; or (ii) another method manifesting clear and convincing evidence of the intent of the settlor.
(d) On revocation of a revocable trust, the trustee shall deliver the trust property as the settlor directs.
(e) The powers of a settlor with respect to revocation, amendment, or distribution of trust property may be exercised by an agent under a power of attorney only to the extent expressly authorized by the terms of the trust and the power of attorney.
(f) A guardian of the property of the settlor or, if no guardian of the property has been appointed, a guardian of the person of the settlor may exercise the powers of the settlor with respect to revocation, amendment, or distribution of trust property only with the approval of the court supervising the guardianship and only if the trust instrument does not provide otherwise.
A. Unless the terms of a trust expressly provide that the trust is irrevocable, the settlor may revoke or amend the trust. This subsection does not apply to a trust created under an instrument executed before July 1, 2006.
3. Upon the revocation or amendment of the trust by fewer than all of the settlors, the trustee shall promptly notify the other settlors of the revocation or amendment.
2. If the terms of the trust do not provide a method, [MISSING "OR THE METHOD PROVIDED IN THE TERMS IS NOT EXPRESSLY MADE EXCLUSIVE, BY:"] [MISSING UTC(c)(2)(A)] by any method manifesting clear and convincing evidence of the settlor's intent.
D. Upon revocation of a revocable trust, the trustee shall deliver the trust property as the settlor directs.
F. A conservator of the settlor or, if no conservator has been appointed, a guardian of the settlor may exercise a settlor's powers with respect to revocation, amendment, or distribution of trust property only (i) to the extent expressly authorized by the terms of the trust or (ii) if authorized by the court supervising the conservatorship or guardianship for good cause shown.
G. A trustee who does not know that a trust has been revoked or amended is not liable to the settlor or settlor's successors in interest for distributions made and other actions taken on the assumption that the trust had not been amended or revoked.
Generally, when a trust is revocable, the duties of the trustee are owed exclusively to the settlor. However, DC §19-1306.03 and MD §14.5-603 provide that when the settlor does not have the capacity to revoke the trust, a beneficiary to whom distributions may be made during the lifetime of the settlor has the right to enforce the trust. This provision might apply to distributions to be made to the settlor’s spouse for his/her health and support. VA §64.2-752 lacks a similar provision.
§ 603. Settlor’s powers; powers of withdrawal.
(a) While a trust is revocable [and the settlor has capacity to revoke the trust], rights of the beneficiaries are subject to the control of, and the duties of the trustee are owed exclusively to, the settlor.
§ 19-1306.03. Settlor's powers; powers of withdrawal.
(a) While a trust is revocable, [MISSING "[AND THE SETTLOR HAS CAPACITY TO REVOKE THE TRUST],"] rights of the beneficiaries are subject to the control of, and the duties of the trustee are owed exclusively to, the settlor.
(b) While a trust is not revocable, for so long as a person has a currently exercisable power of withdrawal over the entire principal of the trust, the duties of a trustee are owed exclusively to such person.
(c) While a trust is revocable and a settlor does not have the capacity to revoke the trust, a beneficiary shall have the right to enforce the settlor's intent to benefit the beneficiary during the settlor's incapacity.
§ 14.5-603. Rights of beneficiaries subject to control of settlor.
(a) Except as provided in subsection (b) of this section, while a trust is revocable, [MISSING "[AND THE SETTLOR HAS CAPACITY TO REVOKE THE TRUST],"] rights of the beneficiaries are subject to the control of the settlor and the duties of the trustee are owed exclusively to the settlor.
(b) While a trust is revocable and a settlor does not have the capacity to revoke the trust, a beneficiary to which distributions may be made during the lifetime of the settlor shall have the right to enforce the trust as if the trust were irrevocable.
A. While a trust is revocable, [MISSING "[AND THE SETTLOR HAS CAPACITY TO REVOKE THE TRUST]"] rights of the beneficiaries are subject to the control of, and the duties of the trustee are owed exclusively to, the settlor.
B. During the period the power may be exercised, the holder of a power of withdrawal has the rights of a settlor of a revocable trust under this section to the extent of the property subject to the power.
DC §19-1306.04 provides that a person may commence a judicial proceeding to contest the validity of a revocable trust within the earliest of (1) one year after the settlor’s death, (2) 90 days after the trustee sent the person a notice with all relevant information, or six months after the date of the first publication of notice with all relevant information. VA §64.2-753 provides that a person may commence a judicial proceeding to contest the validity of a revocable trust within the earlier of (1) two years after the settlor’s death or (2) six months after the trustee sent the person a notice with all relevant information. The VA UTC provides no publication option. The MTA lacks a corresponding statute (see comment to MD §14.5-604 related to partial revocation by divorce or annulment).
§ 604. Limitation on action contesting validity of revocable trust; distribution of trust property.
(2)  days after the trustee sent the person a copy of the trust instrument and a notice informing the person of the trust’s existence, of the trustee’s name and address, and of the time allowed for commencing a proceeding.
(2) a potential contestant has notified the trustee of a possible judicial proceeding to contest the trust and a judicial proceeding is commenced within 60 days after the contestant sent the notification.
(c) A beneficiary of a trust that is determined to have been invalid is liable to return any distribution received.
§ 19-1306.04. Limitation on action contesting validity of revocable trust; distribution of trust property.
(3) Six months after the date of the first publication of notice of the trust's existence, the name and address of each trustee and of the settlor, and the time allowed for commencing a proceeding, in the same manner as required for publication of notice of appointment of a personal representative, if the trustee sends a copy of the text of such notice, not later than 15 days after the date of its first publication, to each qualified beneficiary of the trust, heir of the decedent, and other person who would be an interested person within the meaning of section 20-101(d) if the trust were a will and who would have been required to be sent notice of the appointment of a personal representative under section 20-704 if a personal representative had been appointed.
2. Six months [SUBSTITUTED FOR "[120 DAYS]"] after the trustee sent the person a copy of the trust instrument and a notice informing the person of the trust's existence, of the trustee's name and address, and of the time allowed for commencing a proceeding.
2. A potential contestant has notified the trustee of a possible judicial proceeding to contest the trust and a judicial proceeding is commenced within 60 days after the contestant sent the notification.
C. A beneficiary of a trust that is determined to have been invalid is liable to return any distribution received.
§ 14.5–604. Partial revocation by divorce or annulment.
(iii) By written agreement between the settlor and the settlor’s spouse or former spouse.
(ii) Exercise any trust or fiduciary powers provided in the terms of the trust, including any power of appointment.
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References: § 19

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§ 602

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 §64

§ 603

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 §64
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§ 604

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