District of Columbia § 21-2073 Preservation of estate plan; right to examine.

District of Columbia Statutes

§ 21-2073 — Preservation of estate plan; right to examine.

District of Columbia·Title 21 Fiduciary Relations and Persons with Mental Illness. [Enacted title]·Ch. 20 Guardianship, Protective Proceedings, and Durable Power of Attorney.·Subch. VI Protection of Property of Incapacitated, Disappeared or Detained Individuals.

In investing the estate, selecting assets of the estate for distribution under section 21-2071  , and utilizing powers of revocation or withdrawal available for the support of the protected individual and exercisable by the conservator or the court, the conservator and the court shall take into account any estate plan of the protected individual known to them, including a will, any revocable trust of which the individual is settlor, and any contract, transfer, or joint ownership arrangement originated by the protected individual with provisions for payment or transfer of benefits or interests at the individual’s death to another. The conservator may examine the will of the protected individual.

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In investing the estate, selecting assets of the estate for distribution under section 21-2071 , and utilizing powers of revocation or withdrawal available for the support of the protected individual and exercisable by the conservator or the court, the conservator and the court shall take into account any estate plan of the protected individual known to them, including a will, any revocable trust of which the individual is settlor, and any contract, transfer, or joint ownership arrangement originated by the protected individual with provisions for payment or transfer of benefits or interests at the individual’s death to another. The conservator may examine the will of the protected individual.

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