Montana § 72-38-810 Recordkeeping And Identification Of Trust Property

Montana Statutes

§ 72-38-810 — Recordkeeping And Identification Of Trust Property

Montana § 72-38-810

Title 72ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS

Ch. 38MONTANA UNIFORM TRUST CODE

Part 8Duties and Powers of Trustee

This text of Montana § 72-38-810 (Recordkeeping And Identification Of Trust Property) is published on Counsel Stack Legal Research, covering Montana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook

Mont. Code Ann. § 72-38-810 (2026).

Text

72-38-810 . Recordkeeping and identification of trust property.

(1)A trustee shall keep adequate records of the administration of the trust.

(2)A trustee shall keep trust property separate from the trustee's own property.

(3)Except as otherwise provided in subsection (4), a trustee shall designate the trust property so that the interest of the trust, to the extent feasible, appears in records maintained by a party other than a trustee or beneficiary.

(4)If the trustee maintains records clearly indicating the respective interests, a trustee may invest as a whole the property of two or more separate trusts.

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72-38-810 . Recordkeeping and identification of trust property. (1) A trustee shall keep adequate records of the administration of the trust.
(2) A trustee shall keep trust property separate from the trustee's own property.
(3) Except as otherwise provided in subsection (4), a trustee shall designate the trust property so that the interest of the trust, to the extent feasible, appears in records maintained by a party other than a trustee or beneficiary.
(4) If the trustee maintains records clearly indicating the respective interests, a trustee may invest as a whole the property of two or more separate trusts.