(1) Except as otherwise provided in the terms of the trust, this chapter governs the duties and powers of a trustee, relations among trustees, and the rights and interests of a beneficiary.

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Terms Used In Utah Code 75-7-105

  • Beneficiary: A person who is entitled to receive the benefits or proceeds of a will, trust, insurance policy, retirement plan, annuity, or other contract. Source: OCC
  • Court: means any of the courts of record in this state having jurisdiction in matters relating to the affairs of decedents. See Utah Code 75-1-201 v2
  • Jurisdiction: (1) The legal authority of a court to hear and decide a case. Concurrent jurisdiction exists when two courts have simultaneous responsibility for the same case. (2) The geographic area over which the court has authority to decide cases.
  • Person: means an individual or an organization. See Utah Code 75-1-201 v2
  • Proceeding: includes action at law and suit in equity. See Utah Code 75-1-201 v2
  • Trust: includes :
              (60)(a)(i) a health savings account, as defined in Section 223of the Internal Revenue Code;
              (60)(a)(ii) an express trust, private or charitable, with additions thereto, wherever and however created; or
              (60)(a)(iii) a trust created or determined by judgment or decree under which the trust is to be administered in the manner of an express trust. See Utah Code 75-1-201 v2
  • Trustee: A person or institution holding and administering property in trust.
  • Trustee: includes an original, additional, and successor trustee, and cotrustee, whether or not appointed or confirmed by the court. See Utah Code 75-1-201 v2
  • Venue: The geographical location in which a case is tried.
(2) Except as specifically provided in this chapter, the terms of a trust prevail over any provision of this chapter except:

     (2)(a) the requirements for creating a trust;
     (2)(b) subject to Sections 75-12-109, 75-12-111, and 75-12-112, the duty of a trustee to act in good faith and in accordance with the purposes of the trust;
     (2)(c) the requirement that a trust and the terms of the trust be for the benefit of the trust’s beneficiaries;
     (2)(d) the power of the court to modify or terminate a trust under Sections 75-7-410 through 75-7-416;
     (2)(e) the effect of a spendthrift provision, Section 25-6-502, and the rights of certain creditors and assignees to reach a trust as provided in Part 5, Creditor’s Claims – Spendthrift and Discretionary Trusts;
     (2)(f) the power of the court under Section 75-7-702 to require, dispense with, or modify or terminate a bond;
     (2)(g) the effect of an exculpatory term under Section 75-7-1008;
     (2)(h) the rights under Sections 75-7-1010 through 75-7-1013 of a person other than a trustee or beneficiary;
     (2)(i) periods of limitation for commencing a judicial proceeding; and
     (2)(j) the jurisdiction and venue requirements for an action involving the trust as described in Sections 75-7-203 and 75-7-205.