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ORS 130.230

Known as the Oregon Uniform Trust Code

The act spans §§ 130.001 to 130.910 (136 sections).

Applied in 1 court decision — leading case Sherertz v. Brownstein Rask (2021)

Most recently applied in Sherertz v. Brownstein Rask (September 2021)

2005 c.348 §37; 2015 c.126 §2

(1) Subject to subsection (2) of this section, a trustee may:

(a) Combine two or more trusts into a single trust by taking into account the pro rata economic interests of each beneficiary of each trust; or

(b) Divide a trust into two or more separate trusts.

(2) In taking any of the actions under subsection (1) of this section, the trustee shall:

(a) Provide notice to all qualified beneficiaries in accordance with ORS 130.733;

(b) Consider the individual rights of each beneficiary;

(c) Exercise due care and prudent judgment;

(d) Consider the terms of the trust instrument and amendments, if any, as well as all applicable statutory law; and

(e) Take the action only if the result does not materially impair the rights of any beneficiary or adversely affect achievement of the intent of the trustor.

Official source: Oregon State Legislature. Reproduced from public-domain Oregon statutes; confirm against the official source for the current text. Not legal advice.