Montana Statutes

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

Montana·Title 72 ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS·Ch. 7 UNIFORM POWERS OF APPOINTMENT ACT·Part 3 Exercise of Power of Appointment

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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Montana § 72-7-304 (Substantial Compliance With Donor-Imposed Formal Requirement) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Legislative History

En. Sec. 14, Ch. 293, L. 2015.

Nearby Sections

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