Montana § 72-38-904 Review Of Assets -- Time For Compliance

Montana Statutes

§ 72-38-904 — Review Of Assets -- Time For Compliance

Montana § 72-38-904

Title 72ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS

Ch. 38MONTANA UNIFORM TRUST CODE

Part 9Uniform Prudent Investor Act

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Bluebook

Mont. Code Ann. § 72-38-904 (2026).

Text

72-38-904 . Review of assets -- time for compliance. Within a reasonable time after accepting a trusteeship or receiving trust assets, a trustee shall review the trust assets and make and implement decisions concerning the retention and disposition of assets in order to bring the trust portfolio into compliance with the purposes, terms, distribution requirements, and other circumstances of the trust and with the requirements of this part.

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72-38-904 . Review of assets -- time for compliance. Within a reasonable time after accepting a trusteeship or receiving trust assets, a trustee shall review the trust assets and make and implement decisions concerning the retention and disposition of assets in order to bring the trust portfolio into compliance with the purposes, terms, distribution requirements, and other circumstances of the trust and with the requirements of this part.