72-39-214. Removal or replacement of authorized fiduciary. An authorized fiduciary may not exercise the decanting power to modify a provision in a first-trust instrument granting another person power to remove or replace the fiduciary unless:

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Terms Used In Montana Code 72-39-214

  • Fiduciary: A trustee, executor, or administrator.
  • Person: includes a corporation or other entity as well as a natural person. See Montana Code 1-1-201

(1)the person holding the power consents to the modification in a signed record and the modification applies only to the person;

(2)the person holding the power and the qualified beneficiaries of the second trust consent to the modification in a signed record and the modification grants a substantially similar power to another person; or

(3)the court approves the modification and the modification grants a substantially similar power to another person.