Montana Statutes

§ 72-5-450 — Production Of Protected Person's Other Relevant Estate Plan Documents

Montana § 72-5-450
JurisdictionMontana
Title 72ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS
Ch. 5UPC -- PERSONS UNDER DISABILITY GUARDIANSHIP AND CONSERVATORSHIP
Part 4Protection of Property of Minors and Persons Under Disability

This text of Montana § 72-5-450 (Production Of Protected Person's Other Relevant Estate Plan Documents) 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. § 72-5-450 (2026).

Text

72-5-450 . Production of protected person's other relevant estate plan documents.

(1)As used in this section, "estate plan of the protected person" includes but is not limited to:
(a)the protected person's will;
(b)any trust of which the protected person is the settlor or beneficiary;
(c)any power of appointment created by or exercisable by the protected person; and
(d)any contract, transfer, or joint ownership arrangement with provisions for payment or transfer of benefits or interests at the protected person's death to another or others that the protected person may have originated.
(2)Notwithstanding 26-1-803 or any case law relating to the attorney-client privilege, the court in its discretion may order that any person having possession of any document constituting all or part of

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Legislative History

En. Sec. 139, Ch. 264, L. 2013.

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Bluebook (online)
Montana § 72-5-450, Counsel Stack Legal Research, https://law.counselstack.com/statute/mt/5/72-5-450.