US Lawyer Database

Section 555.502 – Definitions.

555.502 Definitions. Sec. 102. As used in this act: (a) “Accounting period” means a calendar year unless another 12-month period is selected by a fiduciary. Accounting period includes a portion of a calendar year or other 12-month period that begins when an income interest begins or ends when an income interest ends. (b) “Beneficiary” means, […]

Section 555.503 – Duties of Fiduciary; Allocation of Receipts and Disbursements to or Between Principal and Income; Discretionary Power; Impartiality.

555.503 Duties of fiduciary; allocation of receipts and disbursements to or between principal and income; discretionary power; impartiality. Sec. 103. (1) In allocating receipts and disbursements to or between principal and income, and with respect to any matter found within the scope of articles 2 and 3, a fiduciary shall do all of the following: […]

Section 555.504 – Adjustment Between Principal and Income; Factors; Policy; Circumstances Prohibiting Adjustment; Exercise of Power by Cofiduciary; Release of or Limitation on Power to Adjust.

555.504 Adjustment between principal and income; factors; policy; circumstances prohibiting adjustment; exercise of power by cofiduciary; release of or limitation on power to adjust. Sec. 104. (1) A fiduciary may adjust between principal and income to the extent the fiduciary considers necessary if the fiduciary invests and manages trust or estate assets as a prudent […]

Section 555.601 – Death or Termination of Trust; Duties of Fiduciary.

555.601 Death or termination of trust; duties of fiduciary. Sec. 201. After the decedent dies, in the case of an estate, or after an income interest in a trust ends, all of the following apply: (a) A fiduciary of an estate or of a terminating income interest shall determine the amount of net income and […]

Section 555.701 – Income Interest; Beginning and Ending Date; Conditions.

555.701 Income interest; beginning and ending date; conditions. Sec. 301. (1) An income beneficiary is entitled to net income from the date on which the income interest begins. An income interest begins on the date specified in the terms of the trust or, if no date is specified, on the date an asset becomes subject […]

Section 555.445 – Deposit of Securities in Clearing Corporation, Bank, or Trust Company; Deposit of Securities by Clearing Corporation, Bank, or Trust Company in Another Clearing Corporation, Bank, or Trust Company; Evidence of Safety of Securities; Merging Certificates; Holding Certificates in Bulk; Transfer of Securities; Approval of Commissioner.

555.445 Deposit of securities in clearing corporation, bank, or trust company; deposit of securities by clearing corporation, bank, or trust company in another clearing corporation, bank, or trust company; evidence of safety of securities; merging certificates; holding certificates in bulk; transfer of securities; approval of commissioner. Sec. 5. (1) With the written approval of the […]