Montana § 72-7-304 Substantial Compliance With Donor-Imposed Formal Requirement

Montana Statutes

§ 72-7-304 — Substantial Compliance With Donor-Imposed Formal Requirement

Montana § 72-7-304

Title 72ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS

Ch. 7UNIFORM POWERS OF APPOINTMENT ACT

Part 3Exercise of Power of Appointment

This text of Montana § 72-7-304 (Substantial Compliance With Donor-Imposed Formal Requirement) 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. § 72-7-304 (2026).

Text

72-7-304 . Substantial compliance with donor-imposed formal requirement. A powerholder's substantial compliance with a formal requirement of appointment imposed by the donor, including a requirement that the instrument exercising the power of appointment make reference or specific reference to the power, is sufficient if:

(1)the powerholder knows of and intends to exercise the power; and

(2)the powerholder's manner of attempted exercise of the power does not impair a material purpose of the donor in imposing the requirement.

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72-7-304 . Substantial compliance with donor-imposed formal requirement. A powerholder's substantial compliance with a formal requirement of appointment imposed by the donor, including a requirement that the instrument exercising the power of appointment make reference or specific reference to the power, is sufficient if:
(1) the powerholder knows of and intends to exercise the power; and
(2) the powerholder's manner of attempted exercise of the power does not impair a material purpose of the donor in imposing the requirement.