reglab/housing_qa huggingface dataset:
DC Code § 19-1301.08 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter I - General Provisions and Definitions|§ 19-1301.08. Principal place of administration

(a) 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. (b) A trustee is under a continuing duty to administer the trust at a place appropriate to its purposes, its administration, and the interests of the beneficiaries. (c) Without precluding the right of the court to order, approve, or disapprove a transfer, the trustee, in furtherance of the duty prescribed by subsection (b) of this section, may transfer the trust’s principal place of administration to another State or to a jurisdiction outside of the United States. (d) The trustee shall notify the qualified beneficiaries of a proposed transfer of a trust’s principal place of administration not less than 60 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 60 days after the giving of the notice, by which the qualified beneficiary must notify the trustee of an objection to the proposed transfer. (e) The authority of a trustee under this section to transfer a trust’s principal place of administration terminates if a qualified beneficiary notifies the trustee of an objection to the proposed transfer on or before the date specified in the notice. (f) 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 19-1307.04.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 108 of the Uniform Trust Code.
DC Code § 19-1301.09 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter I - General Provisions and Definitions|§ 19-1301.09. Methods and waiver of notice

(a) Notice to a person under this chapter or the sending of a document to a person under this chapter 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. (b) Notice otherwise required under this chapter or a document otherwise required to be sent under this chapter need not be provided to a person whose identity or location is unknown to and not reasonably ascertainable by the trustee. (c) Notice under this chapter or the sending of a document under this chapter may be waived by the person to be notified or sent the document. (d) Notice of a judicial proceeding must be given as provided in the applicable rules of civil procedure.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 109 of the Uniform Trust Code.
DC Code § 19-1301.10 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter I - General Provisions and Definitions|§ 19-1301.10. Others treated as qualified beneficiaries

(a) Whenever notice to qualified beneficiaries of a trust is required under this chapter, the trustee must also give notice to any other beneficiary who has sent the trustee a request for notice. (b) A charitable organization expressly designated to receive distributions under the terms of a charitable trust or a person appointed to enforce a trust created for the care of an animal or another noncharitable purpose as provided in section 19-1304.08 or section 19-1304.09 has the rights of a qualified beneficiary under this chapter. (c) The Corporation Counsel of the District of Columbia has the rights of a qualified beneficiary with respect to a charitable trust having its principal place of administration in the District of Columbia.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 110 of the Uniform Trust Code.
DC Code § 19-1301.11 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter I - General Provisions and Definitions|§ 19-1301.11. Nonjudicial settlement agreements

(a) For the purposes of this section, the term “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. (b) Except as otherwise provided in subsection (c) of this section, interested persons may enter into a binding nonjudicial settlement agreement with respect to any matter involving a trust. (c) 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 this chapter or other applicable law. (d) 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. (e) Any interested person may request the court to approve a nonjudicial settlement agreement, to determine whether the representation as provided in subchapter III of this chapter was adequate, and to determine whether the agreement contains terms and conditions the court could have properly approved.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 111 of the Uniform Trust Code.
DC Code § 19-1302.01 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter II - Judicial Proceedings|§ 19-1302.01. Role of court in administration of trust

(a) 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. (b) A trust is not subject to continuing judicial supervision unless ordered by the court. (c) 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.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 201 of the Uniform Trust Code.
DC Code § 19-1302.02 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter II - Judicial Proceedings|§ 19-1302.02. Jurisdiction over trustee and beneficiary

(a) By accepting the trusteeship of a trust having its principal place of administration in the District of Columbia or by moving the principal place of administration to the District of Columbia, the trustee submits personally to the jurisdiction of the courts of the District of Columbia regarding any matter involving the trust. (b) With respect to their interests in the trust, the beneficiaries of a trust having its principal place of administration in the District of Columbia are subject to the jurisdiction of the courts of the District of Columbia regarding any matter involving the trust. By accepting a distribution from such a trust, the recipient submits personally to the jurisdiction of the courts of the District of Columbia regarding any matter involving the trust. (c) This section does not preclude other methods of obtaining jurisdiction over a trustee, beneficiary, or other person receiving property from the trust.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 202 of the Uniform Trust Code.
DC Code § 19-1303.01 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter III - Representation|§ 19-1303.01. Representation: basic effect

(a) Notice to a person who may represent and bind another person under this subchapter has the same effect as if notice were given directly to the other person. (b) The consent of a person who may represent and bind another person under this subchapter is binding on the person represented unless the person represented objects to the representation by notifying the trustee or the representative before the consent would otherwise have become effective. (c) Except as otherwise provided in sections 19-1304.11 and 19-1306.02, a person who under this subchapter may represent a settlor who lacks capacity may receive notice and give a binding consent on the settlor’s behalf.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 301 of the Uniform Trust Code.
DC Code § 19-1303.02 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter III - Representation|§ 19-1303.02. Representation by holder of general testamentary power of appointment

The holder of a power of appointment may represent and bind persons whose interests as permissible appointees or takers in default are subject to the power. A qualified power of appointment is a power exercisable in favor of: (1) The power holder, the power holder’s estate, the power holder’s creditors and the creditors of the power holder’s estate; or (2) All persons other than the power holder, the power holder’s estate, the power holder’s creditors, and the creditors of the power holder’s estate.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 302 of the Uniform Trust Code.
DC Code § 19-1303.03 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter III - Representation|§ 19-1303.03. Representation by fiduciaries and parents

To the extent there is no conflict of interest between the representative and the person represented or among those being represented with respect to a particular question or dispute: (1) A conservator may represent and bind the estate that the conservator controls; (2) A guardian may represent and bind the ward if a conservator of the ward’s estate has not been appointed; (3) An agent having authority to act with respect to the particular question or dispute may represent and bind the principal; (4) A trustee may represent and bind the beneficiaries of the trust; (5) A personal representative of a decedent’s estate may represent and bind persons interested in the estate; (6) A parent may represent and bind the parent’s minor or unborn child if a conservator or guardian for the child has not been appointed; (7) An individual may represent a grandchild or a more remote descendent, whether born or unborn, whom a parent may not represent and bind under paragraph (6) of this subsection; and (8) A qualified beneficiary may represent and bind any beneficiary who may succeed to the qualified beneficiary’s interest under the terms of the trust or pursuant to the exercise of a power of appointment.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 303 of the Uniform Trust Code.
DC Code § 19-1303.04 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter III - Representation|§ 19-1303.04. Representation by person having substantially identical interest

Unless otherwise represented, a minor, incapacitated, or unborn individual, or a person whose identity or location is unknown and not reasonably ascertainable, may be represented by and bound by another having a substantially identical interest with respect to the particular question or dispute, but only to the extent there is no conflict of interest between the representative and the person represented with respect to the particular question or dispute.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 304 of the Uniform Trust Code.
DC Code § 19-1303.05 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter III - Representation|§ 19-1303.05. Appointment of representative

(a) If the court determines that an interest is not represented under this subchapter, or that the otherwise available representation might be inadequate, the court may appoint a representative to receive notice, give consent, and otherwise represent, bind, and act on behalf of a minor, incapacitated, or unborn individual, or a person whose identity or location is unknown. A representative may be appointed to represent several persons or interests. (b) A representative may act on behalf of the individual represented with respect to any matter arising under this chapter, whether or not a judicial proceeding concerning the trust is pending. (c) In making decisions, a representative may consider general benefit accruing to the living members of the individual’s family.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 305 of the Uniform Trust Code.
DC Code § 19-1304.01 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter IV - Creation, Validity, Modification, and Termination of Trust|§ 19-1304.01. Methods of creating trust

A trust may be created by: (1) Transfer of property to another person as trustee during the settlor’s lifetime or by will or other disposition taking effect upon the settlor’s death; (2) Declaration by the owner of property that the owner holds identifiable property as trustee; (3) Exercise of a power of appointment in favor of a trustee; or (4) A court for the benefit of an individual in lieu of a transfer of property to a conservatorship or guardianship pursuant to Chapter 1 or subchapter VI of Chapter 20 of Title 21 of the District of Columbia Official Code.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 401 of the Uniform Trust Code.
DC Code § 19-1304.02 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter IV - Creation, Validity, Modification, and Termination of Trust|§ 19-1304.02. Requirements for creation

(a) A trust is created only if: (1) The settlor has capacity to create a trust; (2) The settlor indicates an intention to create the trust; (3) The trust has a definite beneficiary or is: (A) A charitable trust; (B) A trust for the care of an animal, as provided in section 19-1304.08; or (C) A trust for a noncharitable purpose, as provided in section 19-1304.09; (4) The trustee has duties to perform; and (5) The same person is not the sole trustee and sole beneficiary. (b) A beneficiary is definite if the beneficiary can be ascertained now or in the future, subject to any applicable rule against perpetuities. (c) A power in a trustee to select a beneficiary from an indefinite class is valid. If the power is not exercised within a reasonable time, the power fails and the property subject to the power passes to the persons who would have taken the property had the power not been conferred.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 402 of the Uniform Trust Code.
DC Code § 19-1304.03 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter IV - Creation, Validity, Modification, and Termination of Trust|§ 19-1304.03. Trusts created in other jurisdictions

A trust not created by will is validly created if its creation complies with the law of the jurisdiction in which the trust instrument was executed, or the law of the jurisdiction in which, at the time of creation: (1) The settlor was domiciled, had a place of abode, or was a national; (2) A trustee was domiciled or had a place of business; or (3) Any trust property was located.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 403 of the Uniform Trust Code.
DC Code § 19-1304.04 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter IV - Creation, Validity, Modification, and Termination of Trust|§ 19-1304.04. Trust purposes

A trust may be created only to the extent its purposes are lawful, not contrary to public policy, and possible to achieve. A trust and its terms must be for the benefit of its beneficiaries.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 404 of the Uniform Trust Code.
DC Code § 19-1304.05 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter IV - Creation, Validity, Modification, and Termination of Trust|§ 19-1304.05. Charitable purposes; enforcement

(a) A charitable trust may be created for the relief of poverty, the advancement of education or religion, the promotion of health, governmental or municipal purposes, or other purposes the achievement of which is beneficial to the community. (b) If the terms of a charitable trust do not indicate or otherwise provide for the selection of a particular charitable purpose or beneficiary, the court may select one or more charitable purposes or beneficiaries. The selection must be consistent with the settlor’s intention to the extent it can be ascertained. (c) The settlor of a charitable trust, among others, may maintain a proceeding to enforce the trust.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Section References This section is referenced in § 19-1301.03. Editor's Notes Uniform Law: This section is based upon § 405 of the Uniform Trust Code.
DC Code § 19-1304.06 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter IV - Creation, Validity, Modification, and Termination of Trust|§ 19-1304.06. Creation of trust induced by fraud, duress, or undue influence

A trust is void to the extent its creation was induced by fraud, duress, or undue influence.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 406 of the Uniform Trust Code.
DC Code § 19-1304.07 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter IV - Creation, Validity, Modification, and Termination of Trust|§ 19-1304.07. Evidence of oral trust

Except as required by a statute other than this chapter, a trust need not be evidenced by a trust instrument, but the creation of an oral trust and its terms may be established only by clear and convincing evidence.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Editor's Notes Uniform Law: This section is based upon § 407 of the Uniform Trust Code.
DC Code § 19-1304.08 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter IV - Creation, Validity, Modification, and Termination of Trust|§ 19-1304.08. Trust for care of animal

(a) A trust may be created to provide for the care of an animal alive during the settlor’s lifetime. The trust terminates upon the death of the animal or, if the trust was created to provide for the care of more than one animal alive during the settlor’s lifetime, upon the death of the last surviving animal. (b) A trust authorized by this section may be enforced by a person appointed in the terms of the trust or, if no person is so appointed, by a person appointed by the court. A person having an interest in the welfare of the animal may request the court to appoint a person to enforce the trust or to remove a person appointed. (c) Property of a trust authorized by this section may be applied only to its intended use, except to the extent the court determines that the value of the trust property exceeds the amount required for the intended use. Except as otherwise provided in the terms of the trust, property not required for the intended use must be distributed to the settlor, if then living, otherwise to the settlor’s successors in interest.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Section References This section is referenced in § 19-1301.10, § 19-1304.02, and § 19-1304.09. Editor's Notes Uniform Law: This section is based upon § 408 of the Uniform Trust Code.
DC Code § 19-1304.09 (2021)
2021 District of Columbia Code|Title 19 - Descent, Distribution, and Trusts. [Enacted title]|Chapter 13 - Uniform Trust Code|Subchapter IV - Creation, Validity, Modification, and Termination of Trust|§ 19-1304.09. Noncharitable trust without ascertainable beneficiary

Except as otherwise provided in section 19-1304.08 or by D.C. Official Code § 43-113, the following rules apply: (1) A trust may be created for a noncharitable purpose without a definite or definitely ascertainable beneficiary or for a noncharitable but otherwise valid purpose to be selected by the trustee. The trust may not be enforced for more than 21 years. (2) A trust authorized by this section may be enforced by a person appointed in the terms of the trust or, if no person is so appointed, by a person appointed by the court. (3) Property of a trust authorized by this section may be applied only to its intended use, except to the extent the court determines that the value of the trust property exceeds the amount required for the intended use. Except as otherwise provided in the terms of the trust, property not required for the intended use must be distributed to the settlor, if then living, otherwise to the settlor’s successors in interest.  (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)  Section References This section is referenced in § 19-1301.10 and § 19-1304.02. Editor's Notes Uniform Law: This section is based upon § 409 of the Uniform Trust Code.