reglab/housing_qa huggingface dataset:
MO Rev Stat § 456.1-105 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.1-105 - Default and mandatory rules.

Effective - 28 Aug 2006   456.1-105. Default and mandatory rules. — 1. Except as otherwise provided in the terms of the trust, sections 456.1-101 to 456.11-1106 govern the duties and powers of a trustee, relations among trustees, and the rights and interests of a beneficiary.  2. The terms of a trust prevail over any provision of sections 456.1-101 to 456.11-1106 except:  (1) the requirements for creating a trust;  (2) the duty of a trustee to act in good faith and in accordance with the purposes of the trust;  (3) the requirement that a trust and its terms be for the benefit of its beneficiaries;  (4) the power of the court to modify or terminate a trust under section 456.4-410, subsection 3 of section 456.4-411B, and sections 456.4-412 to 456.4-416;  (5) the effect of a spendthrift provision and the rights of certain creditors and assignees to reach a trust as provided in sections 456.5-501 to 456.5-507;  (6) the power of the court under section 456.7-702 to require, dispense with, or modify or terminate a bond;  (7) the power of the court under subsection 2 of section 456.7-708 to adjust a trustee's compensation specified in the terms of the trust which is unreasonably low or high;  (8) subject to subsection 3 of this section, the duty of a trustee of an irrevocable trust to notify each permissible distributee who has attained the age of twenty-one years of the existence of the trust and of that permissible distributee's rights to request trustee's reports and other information reasonably related to the administration of the trust;  (9) the duty to respond to the request of a qualified beneficiary of an irrevocable trust for trustee's reports and other information reasonably related to the administration of the trust;  (10) the effect of an exculpatory term under section 456.10-1008;  (11) the rights under sections 456.10-1010 to 456.10-1013 of a person other than a trustee or beneficiary;  (12) periods of limitation for commencing a judicial proceeding;  (13) the power of the court to take such action and exercise such jurisdiction as may be necessary in the interests of justice; and  (14) the venue for a judicial proceeding as provided in section 456.2-204.  3. For purposes of subdivision (8) of subsection 2 of this section, the settlor may designate by the terms of the trust one or more permissible distributees to receive notification of the existence of the trust and of the right to request trustee's reports and other information reasonably related to the administration of the trust in lieu of providing the notice, information or reports to any other permissible distributee who is an ancestor or lineal descendant of the designated permissible distributee. ­­-------- (L. 2004 H.B. 1511, A.L. 2006 S.B. 892)
MO Rev Stat § 456.1-106 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.1-106 - Common law of trusts — principles of equity.

Effective - 01 Jan 2005   456.1-106. Common law of trusts — principles of equity. — The common law of trusts and principles of equity supplement sections 456.1-101 to 456.11-1106, except to the extent modified by sections 456.1-101 to 456.11-1106 or another statute of this state. ­­-------- (L. 2004 H.B. 1511)  Effective 1-01-05
MO Rev Stat § 456.1-107 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.1-107 - Governing law.

Effective - 01 Jan 2005   456.1-107. Governing law. — The meaning and effect of the terms of a trust are determined by:  (1) the law of the jurisdiction designated in the terms unless the designation of that jurisdiction's law is contrary to a strong public policy of the jurisdiction having the most significant relationship to the matter at issue; or  (2) in the absence of a controlling designation in the terms of the trust, the law of the jurisdiction having the most significant relationship to the matter at issue. ­­-------- (L. 2004 H.B. 1511)  Effective 1-01-05
MO Rev Stat § 456.1-108 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.1-108 - Principal place of administration.

Effective - 01 Jan 2005   456.1-108. Principal place of administration. — 1. Without precluding other means for establishing a sufficient connection with the designated jurisdiction, terms of a trust designating the principal place of administration are valid and controlling if:  (1) a trustee's principal place of business is located in or a trustee is a resident of the designated jurisdiction; or  (2) all or part of the administration occurs in the designated jurisdiction.  2. Without precluding the right of the court to order, approve, or disapprove a transfer, the trustee may transfer the trust's principal place of administration to another state or to a jurisdiction outside of the United States that is appropriate to the trust's purposes, its administration, and the interests of the beneficiaries.  3. The trustee shall notify the qualified beneficiaries of a proposed transfer of a trust's principal place of administration not less than sixty days before initiating the transfer. The notice of proposed transfer must include:  (1) the name of the jurisdiction to which the principal place of administration is to be transferred;  (2) the address and telephone number at the new location at which the trustee can be contacted;  (3) an explanation of the reasons for the proposed transfer;  (4) the date on which the proposed transfer is anticipated to occur; and  (5) the date, not less than sixty days after the giving of the notice, by which the qualified beneficiary must notify the trustee of an objection to the proposed transfer.  4. The authority of a trustee under this section to transfer a trust's principal place of administration without an order of a court terminates if a qualified beneficiary notifies the trustee of an objection to the proposed transfer on or before the date specified in the notice.  5. In connection with a transfer of the trust's principal place of administration, the trustee may transfer some or all of the trust property to a successor trustee designated in the terms of the trust or appointed pursuant to section 456.7-704. ­­-------- (L. 2004 H.B. 1511)  Effective 1-01-05
MO Rev Stat § 456.1-109 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.1-109 - Methods and waiver of notice.

Effective - 01 Jan 2005   456.1-109. Methods and waiver of notice. — 1. Notice to a person under sections 456.1-101 to 456.11-1106 or the sending of a document to a person under sections 456.1-101 to 456.11-1106 must be accomplished in a manner reasonably suitable under the circumstances and likely to result in receipt of the notice or document. Permissible methods of notice or for sending a document include first-class mail, personal delivery, delivery to the person's last known place of residence or place of business, or a properly directed electronic message.  2. Notice otherwise required under sections 456.1-101 to 456.11-1106 or a document otherwise required to be sent under sections 456.1-101 to 456.11-1106 need not be provided to a person whose identity or location is unknown to and not reasonably ascertainable by the trustee.  3. Notice under sections 456.1-101 to 456.11-1106 or the sending of a document under sections 456.1-101 to 456.11-1106 may be waived by the person to be notified or sent the document.  4. Notice of a judicial proceeding must be given as provided in the applicable rules of civil procedure. ­­-------- (L. 2004 H.B. 1511)  Effective 1-01-05
MO Rev Stat § 456.1-110 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.1-110 - Others treated as qualified beneficiaries.

Effective - 28 Aug 2006   456.1-110. Others treated as qualified beneficiaries. — 1. A specified charitable organization or a person appointed to enforce a trust created for the care of an animal or another noncharitable purpose as provided in sections 456.4-408 or 456.4-409 has the rights of a qualified beneficiary under sections 456.1-101 to 456.11-1106.  2. Except with respect to sections 456.1-108 and 456.4-411B, the attorney general of this state has the rights of a qualified beneficiary with respect to an interest in a charitable trust having its principal place of administration in this state if:  (1) a specified charitable organization is not entitled to a distribution from such interest; and  (2) distributions from the interest are payable in a manner that, if payable to an identifiable charitable entity, would qualify that entity as a specified charitable organization.  3. In this section a "specified charitable organization" means an identifiable charitable entity, the interest of which is not otherwise subject to any power of appointment or other power of termination, that, on the date that entity's qualification is determined:  (a) is a permissible distributee;  (b) would be a permissible distributee if the interests of the permissible distributees terminated on that date; or  (c) would be a permissible distributee if the trust terminated on that date.  4. No provision of this section shall limit the authority of the attorney general of this state to supervise and control charitable organizations. ­­-------- (L. 2004 H.B. 1511, A.L. 2006 S.B. 892)
MO Rev Stat § 456.1-111 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.1-111 - Nonjudicial settlement agreements.

Effective - 01 Jan 2005   456.1-111. Nonjudicial settlement agreements. — 1. In this section, "interested persons" means persons whose consent would be required in order to achieve a binding settlement were the settlement to be approved by the court.  2. Except as otherwise provided in subsection 3 and 6 of this section, interested persons may enter into a binding nonjudicial settlement agreement with respect to any matter involving a trust.  3. A nonjudicial settlement agreement is valid only to the extent it does not violate a material purpose of the trust and includes terms and conditions that could be properly approved by the court under sections 456.1-101 to 456.11-1106 or other applicable law.  4. Matters that may be resolved by a nonjudicial settlement agreement include:  (1) the interpretation or construction of the terms of the trust;  (2) the approval of a trustee's report or accounting;  (3) direction to a trustee to refrain from performing a particular act or the grant to a trustee of any necessary or desirable power;  (4) the resignation or appointment of a trustee and the determination of a trustee's compensation;  (5) transfer of a trust's principal place of administration; and  (6) liability of a trustee for an action relating to the trust.  5. Any interested person may request the court to approve a nonjudicial settlement agreement, to determine whether the representation as provided in sections 456.3-301 to 456.3-305 was adequate, and to determine whether the agreement contains terms and conditions the court could have properly approved.  6. A nonjudicial settlement agreement may not be used to terminate or modify a trust for the reasons that a court could terminate or modify a trust as set forth in subsection 1 of section 456.4-411B. ­­-------- (L. 2004 H.B. 1511)  Effective 1-01-05
MO Rev Stat § 456.1-112 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.1-112 - Rules of construction — inapplicable to certain trusts.

Effective - 28 Aug 2006   456.1-112. Rules of construction — inapplicable to certain trusts. — 1. If a settlor's marriage is dissolved or annulled, any beneficial terms of a trust in favor of the settlor's former spouse or any fiduciary appointment of the settlor's former spouse is revoked on the date the marriage is dissolved or annulled, whether or not the terms of the trust refer to marital status. The terms of the trust shall be given effect as if the former spouse had died immediately before the date the dissolution or annulment became final. This subsection shall also apply to any beneficial interest or fiduciary appointment in favor of a relative of the settlor's former spouse as if such relative were the former spouse.  2. Subsection 1 of this section does not apply to the terms of a trust that provide any beneficial interest or fiduciary appointment for a former spouse or a relative of a former spouse that was created after the marriage was dissolved or annulled, or that expressly states that marriage dissolution or annulment shall not affect the designation of a former spouse or relative of a former spouse as a beneficiary or a fiduciary of the trust.  3. A court may order or the settlor and the spouse may agree before, during, or after the marriage in a binding contract or settlement agreement that subsection 1 of this section does not apply to a beneficial interest or fiduciary appointment.  4. Any terms of a trust revoked solely by this section are revived by the settlor's remarriage to the former spouse or by a nullification of the marriage dissolution or annulment.  5. In this section, "a relative of the settlor's former spouse" means an individual who is related to the settlor's former spouse by blood, adoption or affinity and who, after the divorce or annulment, is not related to the settlor by blood, adoption or affinity.  6. The provisions of this section shall not apply to any trust for which a gift tax marital deduction has been claimed or allowed under Section 2523 of the Internal Revenue Code. The provisions of this section shall not apply in a manner that would result in either:  (a) a transfer to a trust being treated as an incomplete gift for federal gift tax purposes; or  (b) inclusion of assets of a trust in the gross estate of a settlor for federal estate tax purposes. ­­-------- (L. 2004 H.B. 1511, A.L. 2006 S.B. 892)
MO Rev Stat § 456.1-113 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.1-113 - Transfer of assets to trust subjects assets to terms of the trust.

Effective - 28 Aug 2015   456.1-113. Transfer of assets to trust subjects assets to terms of the trust. — Any transfer of an asset to a trustee of a trust, to such trust itself, or to a share of such trust, in a manner that is reasonably calculated to identify such trust or that share of such trust, subjects that asset to the terms of such trust or that share. ­­-------- (L. 2015 S.B. 164)
MO Rev Stat § 456.2-201 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.2-201 - Role of court in administration of trust.

Effective - 01 Jan 2005   456.2-201. Role of court in administration of trust. — 1. The court may intervene in the administration of a trust to the extent its jurisdiction is invoked by an interested person or as provided by law.  2. A trust is not subject to continuing judicial supervision unless ordered by the court.  3. A judicial proceeding involving a trust may relate to any matter involving the trust's administration, including a request for instructions and an action to declare rights. ­­-------- (L. 2004 H.B. 1511)  Effective 1-01-05
MO Rev Stat § 456.2-202 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.2-202 - Jurisdiction over trustee and beneficiary.

Effective - 01 Jan 2005   456.2-202. Jurisdiction over trustee and beneficiary. — 1. By accepting the trusteeship of a trust having its principal place of administration in this state or by moving the principal place of administration to this state, the trustee submits personally to the jurisdiction of the courts of this state regarding the administration of the trust during any period that the principal place of administration is located in this state.  2. With respect to their interests in the trust, the beneficiaries of a trust having its principal place of administration in this state are subject to the jurisdiction of the courts of this state regarding any proceeding involving the administration of the trust. By accepting a distribution from such a trust, the recipient submits personally to the jurisdiction of the courts of this state regarding any proceeding involving the administration of the trust.  3. A judicial proceeding involving a trust may relate to any matter involving the trust's administration, including, but not limited to a proceeding to:  (1) request instructions or declare rights;  (2) approve a nonjudicial settlement;  (3) interpret or construe the terms of the trust;  (4) determine the validity of a trust or of any of its terms;  (5) approve a trustee's report or accounting or compel a trustee to report or account;  (6) direct a trustee to refrain from performing a particular act or grant to a trustee any necessary or desirable power;  (7) review the actions of a trustee, including the exercise of a discretionary power;  (8) accept the resignation of a trustee;  (9) appoint or remove a trustee;  (10) determine a trustee's compensation;  (11) determine the liability of a trustee for an action relating to the trust and compel redress of a breach of trust by any available remedy;  (12) modify or terminate a trust;  (13) combine trusts or divide a trust;  (14) determine liability of a trust for debts of a beneficiary and living settlor;  (15) approve employment and compensation of agents;  (16) determine the propriety of investments or of principal and income allocations;  (17) ascertain the identity of trust beneficiaries or the respective beneficial interests of trust beneficiaries;  (18) release of trust registration or change of the trust's principal place of administration;  (19) determine the timing and quantity of distributions and dispositions of assets;  (20) determine the validity and effect of alienations by beneficiaries, by exercise of powers of appointment or otherwise; or  (21) appoint a representative for a beneficiary.  4. This section does not preclude other methods of obtaining jurisdiction over a trustee, beneficiary, or other person receiving property from the trust. ­­-------- (L. 2004 H.B. 1511)  Effective 1-01-05
MO Rev Stat § 456.2-204 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.2-204 - Venue.

Effective - 28 Aug 2006   456.2-204. Venue. — 1. Venue for judicial proceedings involving trust administration shall be:  (1) For a trust then registered in this state, in the probate division of the circuit court where the trust is registered; or  (2) For a trust not then registered in this state, in the probate division of the circuit court where the trust could properly be registered; or  (3) For a trust not then registered in this state and which cannot properly be registered in this state, in accordance with the rules of civil procedure.  2. Where a judicial proceeding under this chapter could be maintained in more than one place in this state, the court in which the proceeding is first commenced has the exclusive right to proceed.  3. If proceedings concerning the same trust are commenced in more than one court of this state, the court in which the proceeding was first commenced shall continue to hear the matter, and the other courts shall hold the matter in abeyance until the question of venue is decided, and if the court in which the proceeding was first commenced determines that venue is properly in another court, it shall transfer the proceeding to the other court.  4. If a court finds that in the interest of justice a proceeding or a file should be located in another court of this state, the court making the finding may transfer the proceeding or file to the other court. ­­-------- (L. 2004 H.B. 1511, A.L. 2006 S.B. 892)
MO Rev Stat § 456.2-205 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.2-205 - Enforceability of mediation or arbitration provisions.

Effective - 28 Aug 2014   456.2-205. Enforceability of mediation or arbitration provisions. — 1. Subject to the exception in subsection 2 of this section, a provision in a trust instrument requiring the mediation or arbitration of disputes between or among the beneficiaries, a fiduciary, a person granted nonfiduciary powers under the trust instrument, or any combination of such persons is enforceable.  2. A provision in a trust instrument requiring the mediation or arbitration of disputes relating to the validity of a trust is not enforceable unless all interested persons with regard to the dispute consent to the mediation or arbitration of the dispute. ­­-------- (L. 2014 S.B. 500)
MO Rev Stat § 456.3-301 (2021)
2021 Missouri Revised Statutes|Title XXXI - Trusts and Estates of Decedents and Persons Under Disability|Chapter 456 - Trusts and Trustees — The Uniform Trust Code|Section 456.3-301 - Representation, basic effect — prohibited, when.

Effective - 28 Aug 2011   456.3-301. Representation, basic effect — prohibited, when. — 1. Notice to a person who may represent and bind another person under sections 456.3-301 to 456.3-305 has the same effect as if notice were given directly to the other person.  2. The consent of a person who may represent and bind another person under sections 456.3-301 to 456.3-305 is binding on the person represented unless the person represented objects to the representation before the consent would otherwise have become effective. Except that, such consent is binding on the person represented regardless of whether the person represented objects under this subsection, if the person who may represent and bind is:  (1) The holder of a testamentary power of appointment described in section 456.3-302 and the interests of the person represented are subject to the power;  (2) The conservator, conservator ad litem, or guardian described in subdivision* (1), (2), or (3) of section 456.3-303 and the person represented is disabled; or  (3) A parent described in subdivision (4) of section 456.3-303 and the person represented is a minor or unborn child of the parent.  3. Except as otherwise provided in sections 456.4-411A and 456.6-602, a person who under sections 456.3-301 to 456.3-305 may represent a settlor who lacks capacity may receive notice and give a binding consent on the settlor's behalf.  4. A settlor may not represent and bind a beneficiary under sections 456.3-301 to 456.3-305 with respect to the termination or modification of a trust under section 456.4-411A. ­­-------- (L. 2004 H.B. 1511, A.L. 2006 S.B. 892, A.L. 2011 S.B. 59)  *Word "subdivisions" appears in original rolls.