uniform trust code - Kansas Judicial Branch
uniform trust code - Kansas Judicial Branch
uniform trust code - Kansas Judicial Branch
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to revoke is reserved in the <strong>trust</strong> instrument. K.S.A. 58-2417.<br />
Subsection (b) is new.<br />
Subsection (c)(1) arguably expands current law by allowing substantial compliance. <strong>Kansas</strong><br />
law requires specific provisions in a <strong>trust</strong> document to be followed. In re Estate of Sanders, 261<br />
Kan. 176, Syl. 5 and 6, 929 P.2d 153 (1996) (if settlor reserves power to revoke <strong>trust</strong> only in a<br />
particular manner and under particular circumstances, settlor can revoke <strong>trust</strong> only in that manner<br />
or under those circumstances).<br />
Subsection (c)(2) arguably expands current law. The <strong>Kansas</strong> Supreme Court has held that<br />
the revocation of an inter vivos <strong>trust</strong> requires an express statement and cannot be accomplished<br />
through implication. Sanders, 261 Kan. 176, Syl. 8. A settlor's general testamentary disposition of<br />
his or her property is ineffective to exercise a general or unrestricted power to revoke or modify an<br />
inter vivos <strong>trust</strong>. Sanders, 261 Kan. 176, Syl. 7.<br />
Subsection (d) is new.<br />
Subsection (e) conforms to <strong>Kansas</strong> law regarding amendment and revocation. See Muller<br />
v. Bank of America, N.A., __ Kan. App. 2d __, __ P.3d __ (2000) (unless settlor expressly states<br />
otherwise in <strong>trust</strong> document or power of attorney, right to amend or revoke a <strong>trust</strong> is personal to<br />
settlor and nondelegable). Provision regarding distribution of <strong>trust</strong> property is new.<br />
Subsections (f) and (g) are new.<br />
In subsection (f), the <strong>Kansas</strong> drafting committee changed the UTC by striking the phrase,<br />
“or, if no [conservator] has been appointed, a [guardian] of the settlor” and by striking the phrase<br />
at the end of the subsection, “or [guardianship].”<br />
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UTC Comment<br />
Subsection (a), which provides that a settlor may revoke or modify a <strong>trust</strong> unless the terms<br />
of the <strong>trust</strong> expressly state that the <strong>trust</strong> is irrevocable, changes the common law. Most States follow<br />
the rule that a <strong>trust</strong> is presumed irrevocable absent evidence of contrary intent. See Restatement<br />
(Second) of Trusts § 330 (1959). California , Iowa, Montana, Oklahoma, and Texas presume that<br />
a <strong>trust</strong> is revocable. The Uniform Trust Code endorses this minority approach, but only for <strong>trust</strong>s<br />
created after its effective date. This Code presumes revocability when the instrument is silent<br />
because the instrument was likely drafted by a nonprofessional, who intended the <strong>trust</strong> as a will<br />
substitute. The most recent revision of the Restatement of Trusts similarly reverses the former<br />
approach. A <strong>trust</strong> is presumed revocable if the settlor has retained a beneficial interest. See<br />
Restatement (Third) of Trusts § 63 cmt. c (Tentative Draft No. 3, 2001). Because professional<br />
drafters habitually spell out whether or not a <strong>trust</strong> is revocable, subsection (a) will have limited<br />
application.<br />
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