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.
Getting started · 6 min de lecture
Accepting the office
A person named as trustee becomes trustee by accepting. Utah Code § 75B-2-701 provides that acceptance happens by substantially complying with a method of acceptance the terms of the trust provide or — where the terms provide none, or the method is not expressly exclusive — by accepting delivery of the trust property, exercising powers or performing duties as trustee, or otherwise indicating acceptance. A designated trustee who does not accept within a reasonable time after knowing of the designation is considered to have rejected.
Before accepting, a designee may act to preserve the trust property if a rejection is sent within a reasonable time afterward, and may inspect or investigate the property (Utah Code § 75B-2-701). A successor takes reasonable steps to compel a former trustee to deliver the trust property and to redress a breach the successor knows the former trustee committed, unless the terms provide otherwise (§ 75B-2-810).
The duties that apply from the first day
Utah Code § 75B-2-801 provides that, on accepting, a trustee administers the trust expeditiously and in good faith, in accordance with its terms and purposes and the interests of the beneficiaries, and in accordance with the Code. The duties that follow each have their own section: loyalty (§ 75B-2-802), impartiality (§ 75B-2-803), prudent administration (§ 75B-2-804), taking control of and protecting the property (§ 75B-2-807), and keeping adequate records with trust property kept separate (§ 75B-2-808).
Two notices, each with 60 days
Utah's trust code provides two notices to the qualified beneficiaries, each except to the extent the terms of the trust provide otherwise. Within 60 days after acquiring knowledge that the trust is irrevocable — created irrevocable, or a formerly revocable trust become irrevocable by the settlor's death or otherwise — the trustee notifies them of the trust's existence, of the identity of the settlor or settlors, of the right to request a copy of the trust instrument and of the right to a trustee's report (Utah Code § 75B-2-811(2)(c)). Within 60 days after accepting, the trustee notifies them of the acceptance and of the trustee's name, address and telephone number (§ 75B-2-811(2)(b)).
A qualified beneficiary is, on the date the question is asked, a current distributee or permissible distributee of trust income or principal, or a person who would be one if the trust terminated on that date (Utah Code § 75B-2-103(8)). Who that is depends on the trust's own terms and on the date.
The estate beside the trust
A revocable trust rarely holds everything. Property left outside it passes by beneficiary designation, by joint ownership with survivorship, through the small estate affidavit for personal property in an estate not exceeding $100,000 (Utah Code § 75-3-1201), or through the probate estate, whose personal representative may publish a notice to creditors and gives written notice to the known creditors (§ 75-3-801).
The estate's needs can reach the trust: the property of a trust that was revocable at the settlor's death answers for the settlor's creditors' claims, the costs of administering the estate, the funeral expenses and the statutory allowances to the extent the probate estate is inadequate (Utah Code § 75B-2-505). The trustee may give the trust's own notice to creditors, and gives written notice to each known creditor (§ 75B-2-508).
Les textes de loi, mot pour mot
Creditor's claim against settlor
Utah Code § 75B-2-505 ↗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.
Accepting or declining trusteeship
Utah Code § 75B-2-701 ↗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.
Duty to administer trust
Utah Code § 75B-2-801 ↗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.
Duty to inform and report
Utah Code § 75B-2-811 ↗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
How does a Utah successor trustee accept the office?
By substantially complying with the method of acceptance the terms of the trust provide or, where the terms provide none or the method is not expressly exclusive, by accepting delivery of the trust property, exercising powers or performing duties as trustee (Utah Code § 75B-2-701).
Does a Utah trustee have to notify anyone when the settlor dies?
Utah's trust code provides for a notice to the qualified beneficiaries within 60 days after the trustee acquires knowledge that the trust has become irrevocable, of its existence and their rights (Utah Code § 75B-2-811(2)(c)), beside the notice within 60 days after accepting (§ 75B-2-811(2)(b)), each except to the extent the terms of the trust provide otherwise.
Where do a Utah trustee's duties come from?
From the trust's own terms and the Utah Uniform Trust Code (Utah Code § 75B-2-801 through § 75B-2-811); the terms prevail except where the Code's mandatory rules apply (§ 75B-2-105).
Lectures liées
Le Centre d'apprentissage est de l'information générale sur la loi de l'Utah — pas un avis juridique, ni un substitut aux conseils d'un avocat de l'Utah agréé sur vos faits précis. TrusteeClear est un logiciel, pas un cabinet.