US Lawyer Database

§ 35-15-817. Distribution Upon Termination — Petition for Accounting

Upon termination or partial termination of a trust, the trustee may send to the beneficiaries a proposal for distribution. The right of any beneficiary to object to the proposed distribution terminates if the beneficiary does not notify the trustee of an objection within thirty (30) days after the proposal was sent but only if the […]

§ 35-15-1001. Remedies for Breach of Trust

A violation by a trustee of a duty the trustee owes to a beneficiary is a breach of trust. To remedy a breach of trust that has occurred or may occur, the court may: Compel the trustee to perform the trustee’s duties; Enjoin the trustee from committing a breach of trust; Compel the trustee to […]

§ 35-15-1002. Damages for Breach of Trust

Except as otherwise provided in § 35-3-117(a)-(d) with regard to investment of trust funds or elsewhere in this chapter, a trustee who commits a breach of trust is liable to the beneficiaries affected for the greater of: The amount required to restore the value of the trust property and trust distributions to what they would […]

§ 35-15-1004. Attorney’s Fees and Costs

In a judicial proceeding involving the administration of a trust, the court, as justice and 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 that is the subject of the controversy. In a nonjudicial proceeding involving the administration of […]

§ 35-15-1006. Reliance on Trust Instrustment

A trustee who acts in reasonable reliance on the terms of the trust as expressed in the trust instrument is not liable to a beneficiary for a breach of trust to the extent the breach resulted from the reliance.

§ 35-15-1007. Event Affecting Administration or Distribution

If the happening of an event, including marriage, divorce, performance of educational requirements, or death, affects the administration or distribution of a trust, a trustee who has exercised reasonable care to ascertain the happening of the event is not liable for a loss resulting from the trustee’s lack of knowledge.

§ 35-15-806. Trustee’s Skills

A trustee who has special skills or expertise, or is named trustee in reliance upon the trustee’s representation that the trustee has special skills or expertise, shall use those special skills or expertise.