{"data":{"id":"us-mt/72-38-110","jurisdiction":"us-mt","citation":"72-38-110","heading":"Others treated as qualified beneficiaries.","body":"(1) Except as provided in 72-38-813, whenever notice to qualified beneficiaries of a trust is required under this chapter, the trustee shall also give notice to any other beneficiary who has sent the trustee a request for notice.\n(2) A charitable organization expressly designated to receive distributions under the terms of a charitable trust has the rights of a beneficiary and a qualified beneficiary under this chapter if the charitable organization, on the date the charitable organization's qualification is being determined:\n(a) is a distributee or permissible distributee of trust income or principal;\n(b) would be a distributee or permissible distributee of trust income or principal upon the termination of the interests of other distributees or permissible distributees then receiving or eligible to receive distributions; or\n(c) would be a distributee or permissible distributee of trust income or principal if the trust terminated on that date.\n(3) A person appointed to enforce a trust created for the care of an animal or another noncharitable purpose as provided in 72-38-408 or 72-38-409 has the rights of a qualified beneficiary under this chapter.\n(4) With respect to a charitable trust having its principal place of administration in this state:\n(a) The attorney general of this state has the rights of a beneficiary.\n(b) The attorney general of this state has the following two rights of a qualified beneficiary:\n(i) the right to request information pursuant to 72-38-813(1); and\n(ii) the right to request a copy of the annual report pursuant to 72-38-813(3).\n(c) The attorney general of this state has all of the rights of a qualified beneficiary of a charitable trust if, on the date that a determination is being made as to the rights of the attorney general under this subsection(4), a charitable interest in the trust is not represented by a qualified beneficiary under subsection (2).","path":["TITLE 72. ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS","CHAPTER 38. MONTANA UNIFORM TRUST CODE","Part 1. General Provisions, Definitions, Constructive and Resulting Trusts, and Notice of Proposed Action by Trustee"],"source_url":"https://mca.legmt.gov/bills/mca/title_0720/chapter_0380/part_0010/section_0100/0720-0380-0010-0100.html","current_through":"Montana Code Annotated 2025","vintage":"","retrieved_at":"2026-09-14T04:59:32Z","sha256":"54ee4631c04c81811b6aaad62203dfe2cfb39042246837c7814c238838f58b3a","source_id":"us-mt","stale":false,"prev":"us-mt/72-38-109","next":"us-mt/72-38-111"},"notice":"GroundRules: Original legal text. Not legal advice."}