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When beneficiaries disagree: Illinois's options

Disagreements in a trust administration are common. Illinois's statutes describe ways to resolve them by agreement or in the circuit court, and the time limits that apply.

Le texte intégral de ce guide est en anglais ; le résumé ci-dessus est dans votre langue. Les résumés des lois et l'anglais restent la source de référence.

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Settling by agreement

760 ILCS 3/111 provides that interested persons may enter into a binding nonjudicial settlement agreement on the matters it lists — among them the interpretation or construction of the terms, approval of an accounting, directing a trustee, a trustee's resignation, appointment and compensation, transfer of the place of administration, and bona fide disputes — to the extent the agreement does not violate a material purpose and includes terms the court could approve; termination of the trust needs the court's approval. Where the trust has a charitable interest, the Attorney General receives 60 days' written notice; any interested person may ask the court to approve within 60 days after the effective date.

The circuit court

A trust is not subject to continuing judicial supervision unless the court orders it, and a proceeding may concern any matter of the administration, including a request for instructions (760 ILCS 3/201). The settlor, a co-trustee or a qualified beneficiary may ask the court to remove a trustee — for a serious breach of trust, lack of cooperation among co-trustees that substantially impairs the administration, unfitness or persistent failure to administer effectively, or a substantial change of circumstances where removal best serves the beneficiaries (760 ILCS 3/706).

Remedies, fees and the time limits

To remedy a breach of trust the court may, among other things, compel performance, order an account, suspend or remove the trustee, or reduce or deny compensation (760 ILCS 3/1001). A beneficiary's proceeding about a matter adequately disclosed in a trust accounting or other writing is brought within 2 years after it was furnished, and otherwise within the periods of 760 ILCS 3/1005. In a proceeding involving the administration of a trust, the court, as equity may require, may award costs and expenses, including reasonable attorney's fees, to any party, to be paid by another party or from the trust (760 ILCS 3/1004).

Les textes de loi, mot pour mot

  • Remedies for breach of trust

    760 ILCS 3/1001 ↗

    Explication claire et simple ; le texte intégral de la loi n'est pas encore attesté dans notre bibliothèque. Consultez la loi officielle via le lien ci-dessus.

  • Limitation on action against trustee

    760 ILCS 3/1005 ↗

    Explication claire et simple ; le texte intégral de la loi n'est pas encore attesté dans notre bibliothèque. Consultez la loi officielle via le lien ci-dessus.

  • Nonjudicial settlement agreements

    760 ILCS 3/111 ↗

    Explication claire et simple ; le texte intégral de la loi n'est pas encore attesté dans notre bibliothèque. Consultez la loi officielle via le lien ci-dessus.

  • Removal of trustee

    760 ILCS 3/706 ↗

    Explication claire et simple ; le texte intégral de la loi n'est pas encore attesté dans notre bibliothèque. Consultez la loi officielle via le lien ci-dessus.

Questions fréquentes

Can Illinois beneficiaries resolve a dispute without court?

Yes, by a nonjudicial settlement agreement among the interested persons on the matters 760 ILCS 3/111 lists; termination of the trust needs the court's approval.

Can Illinois beneficiaries remove a trustee?

A qualified beneficiary may ask the circuit court to remove a trustee on the grounds 760 ILCS 3/706 lists.

How long does an Illinois beneficiary have to bring a claim?

2 years after a trust accounting or other writing adequately disclosed the matter (3 years after a current or final account under the older rules); otherwise the periods of 760 ILCS 3/1005.

Le Centre d'apprentissage est de l'information générale sur la loi de l'Illinois — pas un avis juridique, ni un substitut aux conseils d'un avocat de l'Illinois agréé sur vos faits précis. TrusteeClear est un logiciel, pas un cabinet.