Petitions — purposes of proceedings
99 Acts, ch 125, §95, 109 C2001, §633.6202 2002 Acts, ch 1119, §191; 2005 Acts, ch 38, §54, 55 CS2005, §633A.6202 2024 Acts, ch 1081, §2, 3
- 1. Except as otherwise provided in section 633A.3103, a trustee, beneficiary, or other interested party of a trust may petition the court concerning the internal affairs of the trust or to determine the existence of the trust.
2. Proceedings concerning the internal affairs of a trust include proceedings to do any of the following:
- a. Construe and determine the terms of a trust.
- b. Determine the existence of any immunity, power, privilege, duty, or right.
- c. Determine the validity of a trust provision.
- d. Ascertain beneficiaries and determine to whom property shall pass or be delivered upon final or partial termination of the trust.
- e. Settle accounts and pass upon the acts of any trustee, trust director, or trust protector, including the exercise of discretionary powers.
- f. Instruct any trustee, trust director, or trust protector.
- g. Compel the trustee to report information about the trust or account to the beneficiary.
- h. Grant powers to or modify powers of any trustee, trust director, or trust protector.
- i. Fix or allow payment of the compensation of the trustee or any trust director or trust protector or review the reasonableness of the compensation.
- j. Appoint or remove any trustee, trust director, or trust protector.
- k. Accept the resignation of any trustee, trust director, or trust protector.
- l. Compel redress of a breach of trust by any available remedy.
- m. Approve or direct the modification or termination of the trust.
- n. Approve or direct the combination or division of trusts.
- o. Authorize or direct transfer of a trust or trust property to or from another jurisdiction.
- p. Determine liability of a trust for debts or the expenses of administration of the estate of a deceased settlor.
- q. Determine any other issue that will aid in the administration of the trust.
99 Acts, ch 125, §95, 109 C2001, §633.6202 2002 Acts, ch 1119, §191; 2005 Acts, ch 38, §54, 55 CS2005, §633A.6202 2024 Acts, ch 1081, §2, 3
Referred to in §633A.4106, 633A.4107, 633A.4601, 633A.6301