Oregon § 130.515 UTC 604. Limitation on action contesting validity of revocable trust; distribution of trust property

Oregon Statutes

§ 130.515 — UTC 604. Limitation on action contesting validity of revocable trust; distribution of trust property

Oregon § 130.515

Vol.3

Title 13Protective Proceedings; Powers of Attorney; Trusts

Ch. 130Uniform Trust Code

This text of Oregon § 130.515 (UTC 604. Limitation on action contesting validity of revocable trust; distribution of trust property) is published on Counsel Stack Legal Research, covering Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook

Or. Rev. Stat. § 130.515 (2026).

Text

(1)A person must commence a judicial proceeding to contest the validity of a trust that was revocable at the settlor’s death in the manner prescribed by ORS 12.020 within the earlier of:

(a)Three years after the settlor’s death; or

(b)Four months after the trustee sends the person a copy of the trust instrument and notice informing the person of the trust’s existence, of the trustee’s name and address and of the time allowed for commencing a proceeding.

(2)Upon the death of the settlor of a trust that was revocable at the settlor’s death, the trustee may proceed to distribute the trust property in accordance with the terms of the trust. The trustee is not subject to liability for distribution of the property unless:

(a)The trustee knows of a pending judicial proceeding contesting the

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(1) A person must commence a judicial proceeding to contest the validity of a trust that was revocable at the settlor’s death in the manner prescribed by ORS 12.020 within the earlier of:
(a) Three years after the settlor’s death; or
(b) Four months after the trustee sends the person a copy of the trust instrument and notice informing the person of the trust’s existence, of the trustee’s name and address and of the time allowed for commencing a proceeding.
(2) Upon the death of the settlor of a trust that was revocable at the settlor’s death, the trustee may proceed to distribute the trust property in accordance with the terms of the trust. The trustee is not subject to liability for distribution of the property unless:
(a) The trustee knows of a pending judicial proceeding contesting the validity of the trust; or
(b) Any person has notified the trustee in writing that the person might commence a judicial proceeding to contest the trust and a judicial proceeding is commenced by the person within 60 days after the person gives the notification.
(3) If a trust is determined to be invalid, any beneficiary who received a distribution from the trust is liable to the person entitled to the distributed property for the amount or value of the distribution.