reglab/housing_qa huggingface dataset:
MA Gen L ch 8 § 803 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 803 - Impartiality

Section 803. Impartiality  If a trust has 2 or more beneficiaries, the trustee shall act impartially in investing, managing and distributing the trust property, giving due regard to the beneficiaries' respective interests.
MA Gen L ch 8 § 804 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 804 - Prudent Administration

Section 804. Prudent administration  A trustee shall administer the trust as a prudent person would, considering the purposes, terms and other circumstances of the trust. In satisfying this standard, the trustee shall exercise reasonable care, skill and caution.
MA Gen L ch 8 § 805 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 805 - Costs of Administration

Section 805. Costs of administration  In administering a trust, the trustee may incur only costs that are appropriate and reasonable in relation to the trust property, the purposes of the trust and the skills of the trustee.
MA Gen L ch 8 § 806 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 806 - Trustee's Skills

Section 806. Trustee's skills  A trustee who has special skills or expertise, or is named trustee in reliance upon the trustee's representation that the trustee has such special skills or expertise, shall have a duty to use such special skills or expertise.
MA Gen L ch 8 § 807 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 807 - Delegation by Trustee

Section 807. Delegation by trustee  (a) A trustee may delegate duties and powers if it is prudent to do so. The trustee shall exercise reasonable care, skill and caution in:  (1) selecting an agent;  (2) establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and  (3) periodically reviewing the agent's actions in order to monitor the agent's performance and compliance with the terms of the delegation.  (b) In performing a delegated function, an agent shall owe a duty to the trust to exercise reasonable care to comply with the terms of the delegation.  (c) A trustee who complies with subsection (a) shall not be liable to the beneficiaries or to the trust for an action of the agent to whom the function was delegated.  (d) By accepting a delegation of powers or duties from the trustee of a trust that is subject to the laws of the commonwealth, an agent shall submit to the jurisdiction of the courts of the commonwealth.
MA Gen L ch 8 § 808 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 808 - Powers to Direct

Section 808. Powers to direct  (a) While a trust is revocable, the trustee may follow a direction of the settlor that is contrary to the terms of the trust.  (b) If the terms of a trust confer upon a person, other than the settlor of a revocable trust, power to direct certain actions of the trustee, the trustee shall act in accordance with an exercise of the power, unless the attempted exercise is manifestly contrary to the terms of the trust or the trustee knows the attempted exercise would constitute a serious breach of a fiduciary duty that the person holding the power owes to the beneficiaries of the trust.  (c) A person who holds a power to direct is presumptively a fiduciary who is required to act in good faith with regard to the purposes of the trust and the interests of the beneficiaries. The holder of a power to direct shall be liable for any loss that results from a breach of a fiduciary duty.
MA Gen L ch 8 § 809 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 809 - Control and Protection of Trust Property

Section 809. Control and protection of trust property  A trustee shall take reasonable steps to take control of and protect the trust property.
MA Gen L ch 8 § 810 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 810 - Recordkeeping and Identification of Trust Property

Section 810. Recordkeeping and identification of trust property  (a) A trustee shall keep adequate records of the administration of the trust.  (b) A trustee shall keep trust property separate from the trustee's own property.  (c) A trustee may invest as a whole, the property of 2 or more separate trusts, if the trustee maintains records clearly indicating the respective interests.
MA Gen L ch 8 § 811 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 811 - Enforcement and Defense of Claims

Section 811. Enforcement and defense of claims  A trustee shall take reasonable steps to enforce claims of the trust and to defend claims against the trust.
MA Gen L ch 8 § 812 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 812 - Collecting Trust Property

Section 812. Collecting trust property  A trustee shall take reasonable steps to compel a former trustee or other person to deliver trust property to the trustee and to redress a breach of trust known to the trustee to have been committed by a former trustee.
MA Gen L ch 8 § 813 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 813 - Duty to Inform and Report

Section 813. Duty to inform and report  (a) A trustee shall keep the qualified beneficiaries of the trust reasonably informed about the administration of the trust. 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.  (b) Within 30 days after acceptance of the trust or the trust becomes irrevocable, whichever is later, the trustee shall inform, in writing, the qualified beneficiaries of the trustee's name and address. The information shall be delivered or sent by ordinary first class mail.  (c) A trustee shall send an account to the distributees and permissible distributees of trust income or principal and to other qualified beneficiaries who request it, at least annually and at the termination of the trust. The account of trust income and principal may be formal or informal, but shall include information relating to the trust property, liabilities, receipts and disbursements, including the amount of the trustee's compensation, a listing of the trust assets and, if feasible, their respective market values.  (d) A beneficiary may waive the right to a trustee's account of trust income or principal or other information otherwise required to be furnished under this section. A beneficiary, with respect to future accounts and other information, may withdraw a waiver previously given. A waiver of a trustee's account or other information shall not relieve the trustee from accountability and potential liability for matters that the account or other information would have disclosed.
MA Gen L ch 8 § 814 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 814 - Discretionary Powers; Tax Savings

Section 814. Discretionary powers; tax savings  (a) Notwithstanding the broad discretion granted to a trustee in the terms of the trust, including the use of such terms as ''absolute'', ''sole'' or ''uncontrolled'', the trustee shall exercise a discretionary power in good faith and in accordance with the terms and purposes of the trust and the interests of the beneficiaries.  (b) Subject to subsection (d), and unless the terms of the trust expressly indicate that a rule in this subsection shall not apply, the following rules shall apply:  (1) a person other than a settlor, who is a beneficiary and trustee of a trust, that confers on the trustee a power to make discretionary distributions to or for the trustee's personal benefit may exercise the power only in accordance with an ascertainable standard; and  (2) a trustee shall not exercise a power to make discretionary distributions to satisfy a legal obligation of support that the trustee personally owes another person.  (c) A power that is limited or prohibited by subsection (b) may be exercised by a majority of the remaining trustees whose exercise of the power is not so limited or prohibited. If the power of all trustees is so limited or prohibited, the court may appoint a special fiduciary with authority to exercise the power.  (d) Subsection (b) shall not apply to:  (1) a power held by the settlor's spouse who is the trustee of a trust for which a marital deduction was previously allowed; or  (2) any trust during any period that the trust may be revoked or amended by its settlor.
MA Gen L ch 8 § 815 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 815 - General Powers of Trustee

Section 815. General powers of trustee  (a) A trustee, without authorization by the court, may exercise:  (1) powers conferred by the terms of the trust; or  (2) except as limited by the terms of the trust:  (i) all powers over the trust property which an unmarried competent owner has over individually owned property;  (ii) any other powers appropriate to achieve the proper investment, management and distribution of the trust property; and  (iii) any other powers conferred by this chapter.  (b) The exercise of a power shall be subject to the fiduciary duties prescribed by this article.
MA Gen L ch 8 § 817 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 8 - Duties and Powers of Trustee|Section 817 - Distribution Upon Termination

Section 817. Distribution upon termination  (a) Upon termination or partial termination of a trust, the trustee may send to the beneficiaries a proposal for distribution. The right of any beneficiary to object to the proposed distribution shall terminate if the beneficiary does not notify the trustee of an objection within 30 days after the proposal was sent, but only if the proposal: (i) informed the beneficiary of the right to object and of the time allowed for objection; and (ii) provided the beneficiary with sufficient material facts to enable the beneficiary to evaluate the proposal.  (b) Upon the occurrence of an event terminating or partially terminating a trust, the trustee shall proceed expeditiously to distribute the trust property to the persons entitled to it, subject to the right of the trustee to retain a reasonable reserve for the payment of debts, expenses and taxes.
MA Gen L ch 10 § 1001 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 10 - Liability of Trustees and Rights of Persons Dealing With Trustee|Section 1001 - Remedies for Breach of Trust

Section 1001. Remedies for breach of trust  (a) A violation by a trustee of a duty the trustee owes to a beneficiary shall be a breach of trust.  (b) To remedy a breach of trust that has occurred or may occur, the court may:  (1) compel the trustee to perform the trustee's duties;  (2) enjoin the trustee from committing a breach of trust;  (3) compel the trustee to redress a breach of trust by paying money, restoring property or other means;  (4) order a trustee to account;  (5) appoint a special fiduciary to take possession of the trust property and administer the trust;  (6) suspend the trustee;  (7) remove the trustee;  (8) reduce or deny compensation to the trustee;  (9) subject to section 1012, void an act of the trustee, impose a lien or a constructive trust on trust property or trace trust property wrongfully disposed of and recover the property or its proceeds; or  (10) order any other appropriate relief.
MA Gen L ch 10 § 1005 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 10 - Liability of Trustees and Rights of Persons Dealing With Trustee|Section 1005 - Limitation of Action Against Trustee

Section 1005. Limitation of action against trustee  (a) Unless previously barred by adjudication, consent or limitation, any claim against a trustee for breach of trust shall be barred as to any beneficiary who has received a final account or other statement fully disclosing the matter and showing termination of the trust relationship between the trustee and the beneficiary, unless a proceeding to assert the claim is commenced within 6 months after receipt of the final account or statement. Any claim against a trustee for breach of trust shall be barred in any event and notwithstanding lack of full disclosure, against a trustee who has issued a final account or statement received by the beneficiary and has informed the beneficiary of the location and availability of records for examination by the beneficiary after 3 years. A beneficiary is deemed to have received a final account or statement if, being an adult, it is received by the beneficiary personally or if, being a minor or disabled person, it is received by the beneficiary's representative as described in article 3.  (b) Where a claim is not barred by subsection (a), a beneficiary may not commence a proceeding against a trustee for breach of trust more than 3 years after the date the beneficiary or a representative of the beneficiary knew or reasonably should have known of the existence of a potential claim for breach of trust.  (c) If subsections (a) and (b) do not apply, a judicial proceeding against a trustee for breach of trust must be commenced within 5 years after the first to occur of:  (1) the removal, resignation or death of the trustee;  (2) the termination of the beneficiary's interest in the trust; or  (3) the termination of the trust.
MA Gen L ch 10 § 1006 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 10 - Liability of Trustees and Rights of Persons Dealing With Trustee|Section 1006 - Reliance on Trust Instrument

Section 1006. Reliance on trust instrument  A trustee who acts in reasonable reliance on the terms of the trust as expressed in the trust instrument shall not be liable to a beneficiary for a breach of trust to the extent the breach resulted from the reliance.
MA Gen L ch 10 § 1007 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 10 - Liability of Trustees and Rights of Persons Dealing With Trustee|Section 1007 - Event Affecting Administration or Distribution

Section 1007. Event affecting administration or distribution  If the happening of an event or change of status, including, but not limited to: birth, adoption, marriage, divorce, performance of educational requirements or death affects the administration or distribution of a trust, a trustee who has exercised reasonable care to ascertain the happening of the event or change of status shall not be liable for a loss resulting from the trustee's lack of knowledge.
MA Gen L ch 10 § 1008 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 10 - Liability of Trustees and Rights of Persons Dealing With Trustee|Section 1008 - Exculpation of Trustee

Section 1008. Exculpation of trustee  (a) A term of a trust relieving a trustee of liability for breach of trust shall be unenforceable to the extent that it:  (1) relieves the trustee of liability for breach of trust committed in bad faith or with reckless indifference to the purposes of the trust or the interests of the beneficiaries; or  (2) was inserted as the result of an abuse by the trustee of a fiduciary or confidential relationship to the settlor.  (b) An exculpatory term drafted or caused to be drafted by the trustee may be invalid as an abuse of a fiduciary or confidential relationship unless the trustee proves that its existence and contents were adequately communicated to the settlor.
MA Gen L ch 10 § 1009 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 10 - Liability of Trustees and Rights of Persons Dealing With Trustee|Section 1009 - Beneficiary's Consent, Release or Ratification

Section 1009. Beneficiary's consent, release or ratification  A trustee shall not be liable to a beneficiary for breach of trust if the beneficiary, while having capacity, in writing, consented to the conduct constituting the breach, released the trustee from liability for the breach or ratified the transaction constituting the breach, unless:  (1) the consent, release or ratification of the beneficiary was induced by improper conduct of the trustee; or  (2) at the time of the consent, release or ratification, the beneficiary did not know of the material facts relating to the breach.
MA Gen L ch 10 § 1010 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 10 - Liability of Trustees and Rights of Persons Dealing With Trustee|Section 1010 - Limitation on Personal Liability of Trustee

Section 1010. Limitation on personal liability of trustee  (a) Except as otherwise provided in the contract, a trustee shall not be personally liable on a contract properly entered into in the trustee's fiduciary capacity in the course of administering the trust if the trustee, in the contract, disclosed the fiduciary capacity.  (b) A trustee shall be personally liable for torts committed in the course of administering a trust or for obligations arising from ownership or control of trust property, including liability for violation of environmental law, only if the trustee is personally at fault.  (c) A claim based on a contract entered into by a trustee in the trustee's fiduciary capacity, on an obligation arising from ownership or control of trust property or on a tort committed in the course of administering a trust, may be asserted in a judicial proceeding against the trustee in the trustee's fiduciary capacity, whether or not the trustee is personally liable for the claim.
MA Gen L ch 10 § 1011 (2021)
2021 Massachusetts General Laws|Part II - Real and Personal Property and Domestic Relations|Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts|Chapter 203e - Massachusetts Uniform Trust Code|Article 10 - Liability of Trustees and Rights of Persons Dealing With Trustee|Section 1011 - Interest as General Partner

Section 1011. Interest as general partner  (a) Except as otherwise provided in subsection (c) or unless personal liability is imposed in the contract, a trustee who holds an interest as a general partner, in a general or limited partnership, shall not be personally liable on a contract entered into by the partnership after the trust's acquisition of the interest if the fiduciary capacity was disclosed in the contract or in a statement previously filed under chapter 108A or chapter 109.  (b) Except as otherwise provided in subsection (c), a trustee who holds an interest as a general partner shall not be personally liable for torts committed by the partnership or for obligations arising from ownership or control of the interest unless the trustee is personally at fault.  (c) The immunity provided by this section shall not apply if an interest in the partnership is held by the trustee in a capacity other than that of trustee or is held by the trustee's spouse or 1 or more of the trustee's descendants, siblings or parents, or the spouse of any of them.  (d) If the trustee of a revocable trust holds an interest as a general partner, the settlor shall be personally liable for contracts and other obligations of the partnership as if the settlor were a general partner.