reglab/housing_qa huggingface dataset:
IA Code § 633A.4706 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4706 - Small distributions to minors — payment.

633A.4706 Small distributions to minors — payment.   When a minor becomes entitled under the terms of the trust to a beneficial interest in the trust upon the distribution of the trust fund and the value of the interest does not exceed the sum of twenty-five thousand dollars, the trustee may pay the interest to a custodian under any uniform transfers to minors Act. Receipt by the custodian shall have the same force and effect as though payment had been made to a duly appointed and qualified conservator for the minor.  2005 Acts, ch 38, §47  Uniform transfers to minors, see chapter 565B
IA Code § 633A.4707 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4707 - Person causing death.

633A.4707 Person causing death.   A person who intentionally and unjustifiably causes or procures the death of another shall not receive any property, benefit, or other interest as a beneficiary of a trust by reason of such death. Any property, benefit, or other interest that such person would have received because of such death shall be distributed as if the person causing the death died before the person whose death was intentionally and unjustifiably caused or procured.  2006 Acts, ch 1104, §14, 16
IA Code § 633A.4801 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4801 - Governing instrument may provide trust director or trust protector with powers and immunities of trustee.

633A.4801 Governing instrument may provide trust director or trust protector with powers and immunities of trustee.   Any governing instrument providing for a trust director or trust protector may also provide such trust director or trust protector with some, none, or all of the rights, powers, privileges, benefits, immunities, or authorities available to a trustee under the law of this state or under the governing instrument. Unless the governing instrument provides otherwise, a trust director or trust protector has no greater liability to any person than would a trustee holding or benefiting from the rights, powers, privileges, benefits, immunities, or authority provided or allowed by the governing instrument to such trust director or trust protector.  2020 Acts, ch 1076, §7  Referred to in §633A.4207  NEW section
IA Code § 633A.4803 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4803 - Death of settlor.

633A.4803 Death of settlor.   An excluded fiduciary may continue to follow the direction of the trust director upon the incapacity or death of the settlor if the instrument so allows.  2020 Acts, ch 1076, §9  Referred to in §633A.4207  NEW section
IA Code § 633A.4804 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4804 - Excluded fiduciary’s liability for loss if trust protector appointed.

633A.4804 Excluded fiduciary’s liability for loss if trust protector appointed.   If an instrument appoints a trust protector, the excluded fiduciary is not liable for any loss resulting from any action taken upon the trust protector’s direction.  2020 Acts, ch 1076, §10  Referred to in §633A.4207  NEW section
IA Code § 633A.4805 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4805 - Powers of trust protector.

633A.4805 Powers of trust protector.   1. The powers of a trust protector are as provided in the governing instrument and may be exercised or not exercised, in the best interests of the beneficiaries as a class, in the sole and absolute discretion of the trust protector and are binding on all other persons. The powers may include the following:   a. Modify or amend the trust instrument to achieve favorable tax status or respond to changes in the Internal Revenue Code, state law, or the rulings and regulations thereunder.   b. Increase or decrease the interests of any beneficiaries to the trust.   c. Modify the terms of any power of appointment granted by the trust. However, a modification or amendment shall not grant a beneficial interest to any individual or class of individuals not specifically provided for under the trust instrument.   d. Remove and appoint a trustee, trust director, or other person designated in the governing trust instrument.   e. Terminate the trust.   f. Veto or direct trust distributions.   g. Change situs of the trust.   h. Change the governing law of the trust.   i. Appoint a successor trust protector.   j. Interpret terms of the trust instrument at the request of the trustee.   k. Advise the trustee on matters concerning a beneficiary.   l. Amend or modify the trust instrument to take advantage of laws governing restraints on alienation, distribution of trust property, or the administration of the trust.   m. Provide direction regarding notification of qualified beneficiaries pursuant to section 633A.4213.   n. Add to the trust an individual beneficiary or beneficiaries from a class of individuals identified in the governing instrument.   o. Add to the trust a charitable beneficiary or beneficiaries from a class of charities identified in the trust instrument.   p. Provide other powers in the governing instrument.   2. The powers referenced in subsection 1, paragraphs “e”,“f”, and “l”, may be granted notwithstanding the provisions of sections 633A.2201 through 633A.2208.  2020 Acts, ch 1076, §11  Referred to in §633A.4207, 633A.4807  NEW section
IA Code § 633A.4806 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4806 - Submission to court jurisdiction — effect on trust director or trust protector.

633A.4806 Submission to court jurisdiction — effect on trust director or trust protector.   By accepting an appointment to serve as a trust director or trust protector of a trust that is subject to the laws of this state, the trust director or the trust protector submits to the jurisdiction of the courts of Iowa even if investment advisory agreements or other related agreements provide otherwise. The trust director or trust protector may be made a party to any action or proceeding if a decision or action of the trust director or trust protector affects a trust that is subject to the laws of this state.  2020 Acts, ch 1076, §12  Referred to in §633A.4207  NEW section
IA Code § 633A.4807 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4807 - Powers of trust protector incorporated by reference in will or trust instrument.

633A.4807 Powers of trust protector incorporated by reference in will or trust instrument.   Any of the powers enumerated in section 633A.4805, as they exist at the time of the signing of a will by a testator or at the time of the signing of a trust instrument by a settlor, may be, by appropriate reference made thereto, incorporated in whole or in part in such will or trust instrument, by a clearly expressed intention of a testator of a will or settlor of a trust instrument.  2020 Acts, ch 1076, §13  Referred to in §633A.4207  NEW section
IA Code § 633A.4808 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4808 - Investment trust director or distribution trust director provided for in trust instrument.

633A.4808 Investment trust director or distribution trust director provided for in trust instrument.   A trust instrument governed by the laws of this state may provide for a person to act as an investment trust director or a distribution trust director with regard to investment decisions or discretionary distributions, respectively. Unless otherwise provided by the terms of the governing instrument, a person may simultaneously serve as a trust director and a trust protector.  2020 Acts, ch 1076, §14  Referred to in §633A.4207  NEW section
IA Code § 633A.4809 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4809 - Powers of investment trust director.

633A.4809 Powers of investment trust director.   The powers of an investment trust director shall be provided in the trust instrument and may be exercised or not exercised, in the best interests of the beneficiaries as a class, in the sole and absolute discretion of the investment trust director and are binding on any other person and any other interested party, fiduciary, and excluded fiduciary. Unless the terms of the governing instrument provide otherwise, the investment trust director has the power to do all of the following:   1. Direct the trustee with respect to the retention, purchase, sale, exchange, tender, or other transaction affecting the ownership thereof or rights therein of trust investments. These powers include the pledge or encumbrance of trust property, lending of trust assets, either secured or unsecured, at terms defined by the investment trust director, to any party including beneficiaries of the trust, and the investment and reinvestment of principal and income of the trust.   2. Vote proxies for securities held in trust.   3. Select one or more investment directors, managers, or counselors, including the trustee, and delegate to them any of the investment trust director’s powers.   4. Direct the trustee with respect to any additional powers over investment and management of trust assets provided in the governing instrument.   5. Direct the trustee as to the value of nonpublicly traded trust investments.   6. Direct the trustee as to any investment or management power referenced in sections 633A.4401 and 633A.4402.  2020 Acts, ch 1076, §15  Referred to in §633A.1102, 633A.4207  NEW section
IA Code § 633A.4810 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.4810 - Powers of distribution trust director.

633A.4810 Powers of distribution trust director.   The powers of a distribution trust director over any discretionary distributions of income or principal, including distributions pursuant to an ascertainable standard or other criteria and appointments pursuant to section 633A.4215, shall be provided in the trust instrument and may be exercised or not exercised, in the best interests of the beneficiaries as a class, in the sole and absolute discretion of the distribution trust director and are binding on any other person and any other interested party, fiduciary, and excluded fiduciary. Unless the terms of the document provide otherwise, the distribution trust director shall direct the trustee with regard to all discretionary distributions to beneficiaries and may direct appointments pursuant to section 633A.4215. The distribution trust director may also provide direction regarding notification of qualified beneficiaries pursuant to section 633A.4213.  2020 Acts, ch 1076, §16  Referred to in §633A.1102, 633A.4207  NEW section
IA Code § 633A.5101 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.5101 - Charitable purposes.

633A.5101 Charitable purposes.   1. A charitable trust may be created for the relief of poverty, the advancement of education or religion, the promotion of health, or any other purpose the accomplishment of which is beneficial to the community.   2. If the terms of the trust do not indicate a particular charitable purpose or beneficiaries, the trustee may select one or more charitable purposes or beneficiaries.  99 Acts, ch 125, §85, 109  C2001, §633.5101  2005 Acts, ch 38, §54  CS2005, §633A.5101  Referred to in §633A.1102
IA Code § 633A.5102 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.5102 - Application of cy pres.

633A.5102 Application of cy pres.   Unless the terms of the trust provide to the contrary the following apply:   1. A charitable trust does not fail, in whole or in part, if a particular purpose for which the trust was created becomes impracticable, unlawful, or impossible to fulfill.   2. If a particular charitable purpose for which a trust was created becomes impracticable, unlawful, or impossible to fulfill, the court may modify the terms of the trust or direct that the property of the trust be distributed in whole or in part in a manner best meeting the settlor’s general charitable purposes. If an administrative provision of a charitable trust becomes impracticable, unlawful, impossible to fulfill, or otherwise impairs the effective administration of the trust, the court may modify the provision.  99 Acts, ch 125, §86, 109  C2001, §633.5102  2005 Acts, ch 38, §54  CS2005, §633A.5102
IA Code § 633A.5103 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.5103 - Trust with uneconomically low value.

633A.5103 Trust with uneconomically low value.   1. On petition by a trustee or other interested person, if the court determines that the value of the trust property is insufficient to justify the cost of administration involved, the court may appoint a new trustee or may modify or terminate the charitable trust.   2. Upon termination of a trust under this section, the court shall distribute the trust property in a manner consistent with the settlor’s charitable purposes.  99 Acts, ch 125, §87, 109  C2001, §633.5103  2005 Acts, ch 38, §54  CS2005, §633A.5103
IA Code § 633A.5104 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.5104 - Interested persons — proceedings.

633A.5104 Interested persons — proceedings.   The settlor, or if the settlor is deceased or not competent, the settlor’s designee named or designated pursuant to section 633A.5106, the trustee, the attorney general, and any charitable entity or other person with a special interest in the trust shall be interested persons in a proceeding involving a charitable trust.  99 Acts, ch 125, §88, 109  C2001, §633.5104  2005 Acts, ch 38, §54  CS2005, §633A.5104  2008 Acts, ch 1119, §32, 39
IA Code § 633A.5105 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.5105 - Charitable trusts.

633A.5105 Charitable trusts.   In addition to the provisions of this chapter, a charitable trust that is a private foundation shall be governed by the provisions of chapter 634.  2005 Acts, ch 38, §48
IA Code § 633A.5106 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.5106 - Settlor — enforcement of charitable trust — designation.

633A.5106 Settlor — enforcement of charitable trust — designation.   A settlor may maintain an action to enforce a charitable trust established by the settlor and may designate, either in the agreement establishing the trust or in a written statement signed by the settlor and delivered to the trustee, a person or persons, by name or by description, whether or not born at the time of such designation, to enforce the charitable trust if the settlor is deceased or not competent.  2008 Acts, ch 1119, §33, 39  Referred to in §633A.5104
IA Code § 633A.5107 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.5107 - Filing requirements.

633A.5107 Filing requirements.   1. The provisions of this section apply to the following charitable trusts administered in this state with assets in excess of twenty-five thousand dollars:   a. A nonprofit entity as defined in section 501(c)(3) of the Internal Revenue Code, as defined in section 422.3.   b. A charitable remainder trust as defined in section 664(d) of the Internal Revenue Code, as defined in section 422.3.   c. A charitable lead trust as defined in sections 2055(e)(2)(b) and 2522(c)(2)(b) of the Internal Revenue Code, as defined in section 422.3.   2. a. Within sixty days from the creation of a charitable trust, as described in subsection 1, the trustee shall register the charitable trust with the attorney general. The trustee shall register the charitable trust on a form provided by the attorney general. The trustee shall also submit a copy of the trust instrument to the attorney general as required by the attorney general.   b. The trustee of a charitable trust, as described in subsection 1, shall annually file a copy of the charitable trust’s annual report with the attorney general. The annual report may be the same report submitted to the persons specified in section 633A.4213, the charitable trust’s most recent annual federal tax filings, or an annual report completed on a form provided by the attorney general.   c. The attorney general may require that documents be filed electronically, including forms, trust instruments, and reports. In addition, the attorney general may require the use of electronic signatures as defined in section 554D.103.   3. Any document provided to the office of the attorney general in connection with a charitable remainder trust or a charitable lead trust, as described in subsection 1, shall not be considered a public record pursuant to chapter 22. The attorney general shall keep the identities and interest of the noncharitable beneficiaries confidential except to the extent that disclosure is required by a court.   4. The attorney general is authorized to adopt administrative rules in accordance with the provisions of chapter 17A for the administration and enforcement of this chapter.   5. For a charitable trust described in subsection 1, created prior to July 1, 2009, and still in existence, the trustee shall register the trust with and submit a current copy of the trust instrument and financial report to the attorney general not later than one hundred thirty-five days after the close of the trust’s next fiscal year following July 1, 2009. The trustee shall comply with the remainder of this section as if the charitable trust were created on or after July 1, 2009.  2009 Acts, ch 35, §1; 2009 Acts, ch 179, §45
IA Code § 633A.5108 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.5108 - Role of the attorney general.

633A.5108 Role of the attorney general.   The attorney general may investigate a charitable trust to determine whether the charitable trust is being administered in accordance with law and the terms and purposes of the trust. The attorney general may apply to a district court for such orders that are reasonable and necessary to carry out the terms and purposes of the trust and to ensure the trust is being administered in accordance with applicable law. Limitation of action provisions contained in section 633A.4504 apply.  2009 Acts, ch 35, §2
IA Code § 633A.6101 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.6101 - Subject matter jurisdiction.

633A.6101 Subject matter jurisdiction.   1. The district court sitting in probate has exclusive jurisdiction of proceedings concerning the internal affairs of a trust and of actions and proceedings to determine the existence of a trust, actions and proceedings by or against creditors or debtors of a trust, and other actions and proceedings involving a trust and third persons. Such jurisdiction may be invoked by any interested party at any time.   2. Unless a trust is under continuous court supervision pursuant to section 633.10, subsection 4, the trust shall not be subject to the jurisdiction of the probate court and the court shall not issue letters of appointment.  99 Acts, ch 125, §89, 109  C2001, §633.6101  2002 Acts, ch 1107, §20; 2005 Acts, ch 38, §49, 54  CS2005, §633A.6101  2010 Acts, ch 1137, §10  Referred to in §633.10
IA Code § 633A.6102 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.6102 - Principal place of administration of trust.

633A.6102 Principal place of administration of trust.   1. Unless otherwise designated in the terms of the trust, the principal place of administration of a trust is the usual place where the day-to-day activity of the trust is carried on by the trustee or the trustee’s representative who is primarily responsible for the administration of the trust.   2. If the principal place of administration of the trust cannot be determined under subsection 1, it must be determined as follows:   a. If the trust has one trustee, the principal place of administration of the trust is the trustee’s residence or usual place of business.   b. If the trust has more than one trustee, the principal place of administration of the trust is the residence or usual place of business of any of the cotrustees as agreed upon by them or, if not, the residence or usual place of business of any of the cotrustees.  99 Acts, ch 125, §90, 109  C2001, §633.6102  2005 Acts, ch 38, §54  CS2005, §633A.6102  Referred to in §633A.3110
IA Code § 633A.6103 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.6103 - Jurisdiction over trustees and beneficiaries.

633A.6103 Jurisdiction over trustees and beneficiaries.   1. By accepting the trusteeship of a trust having its principal place of administration in this state, the trustee submits personally to the jurisdiction of the court.   2. To the extent of their interests in the trust, all beneficiaries of a trust having its principal place of administration in this state are subject to the jurisdiction of the court.  99 Acts, ch 125, §91, 109  C2001, §633.6103  2005 Acts, ch 38, §54  CS2005, §633A.6103
IA Code § 633A.6104 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633A - IOWA TRUST CODE|Section 633A.6104 - County of venue.

633A.6104 County of venue.   1. A proceeding may be commenced in the county in which the trust’s principal place of administration is or is to be located and if the trust is created by will, also in the county in which the decedent’s estate is administered.   2. If a trust not created by will has no trustee, a proceeding for appointing a trustee shall be commenced in the county in which a beneficiary resides or the trust property, or some portion of the trust property, is located.   3. Except as otherwise provided in subsections 1 and 2, a proceeding shall be commenced in accordance with the rules applicable to civil actions generally.  99 Acts, ch 125, §92, 109  C2001, §633.6104  2005 Acts, ch 38, §54  CS2005, §633A.6104