Subchapter III. Representation.


  • Current through October 23, 2012
  • (a) Notice to a person who may represent and bind another person under this subchapter has the same effect as if notice were given directly to the other person.

    (b) The consent of a person who may represent and bind another person under this subchapter is binding on the person represented unless the person represented objects to the representation by notifying the trustee or the representative before the consent would otherwise have become effective.

    (c) Except as otherwise provided in sections 19-1304.11 and 19-1306.02, a person who under this subchapter may represent a settlor who lacks capacity may receive notice and give a binding consent on the settlor's behalf.

    (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)

    HISTORICAL AND STATUTORY NOTES

    Legislative History of Laws

    For Law 15-104, see notes following § 19-1301.01.

    Uniform Law

    This section is based upon § 301 of the Uniform Trust Code. See 7C, Uniform Laws Annotated, Master Edition, or ULA Database on Westlaw.

  • Current through October 23, 2012 Back to Top
  • The holder of a power of appointment may represent and bind persons whose interests as permissible appointees or takers in default are subject to the power. A qualified power of appointment is a power exercisable in favor of:

    (1) The power holder, the power holder's estate, the power holder's creditors and the creditors of the power holder's estate; or

    (2) All persons other than the power holder, the power holder's estate, the power holder's creditors, and the creditors of the power holder's estate.

    (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)

    HISTORICAL AND STATUTORY NOTES

    Legislative History of Laws

    For Law 15-104, see notes following § 19-1301.01.

    Uniform Law

    This section is based upon § 302 of the Uniform Trust Code. See 7C, Uniform Laws Annotated, Master Edition, or ULA Database on Westlaw.

  • Current through October 23, 2012 Back to Top
  • To the extent there is no conflict of interest between the representative and the person represented or among those being represented with respect to a particular question or dispute:

    (1) A conservator may represent and bind the estate that the conservator controls;

    (2) A guardian may represent and bind the ward if a conservator of the ward's estate has not been appointed;

    (3) An agent having authority to act with respect to the particular question or dispute may represent and bind the principal;

    (4) A trustee may represent and bind the beneficiaries of the trust;

    (5) A personal representative of a decedent's estate may represent and bind persons interested in the estate;

    (6) A parent may represent and bind the parent's minor or unborn child if a conservator or guardian for the child has not been appointed;

    (7) An individual may represent a grandchild or a more remote descendent, whether born or unborn, whom a parent may not represent and bind under paragraph (6) of this subsection; and

    (8) A qualified beneficiary may represent and bind any beneficiary who may succeed to the qualified beneficiary's interest under the terms of the trust or pursuant to the exercise of a power of appointment.

    (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)

    HISTORICAL AND STATUTORY NOTES

    Legislative History of Laws

    For Law 15-104, see notes following § 19-1301.01.

    Uniform Law

    This section is based upon § 303 of the Uniform Trust Code. See 7C, Uniform Laws Annotated, Master Edition, or ULA Database on Westlaw.

  • Current through October 23, 2012 Back to Top
  • Unless otherwise represented, a minor, incapacitated, or unborn individual, or a person whose identity or location is unknown and not reasonably ascertainable, may be represented by and bound by another having a substantially identical interest with respect to the particular question or dispute, but only to the extent there is no conflict of interest between the representative and the person represented with respect to the particular question or dispute.

    (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)

    HISTORICAL AND STATUTORY NOTES

    Legislative History of Laws

    For Law 15-104, see notes following § 19-1301.01.

    Uniform Law

    This section is based upon § 304 of the Uniform Trust Code. See 7C, Uniform Laws Annotated, Master Edition, or ULA Database on Westlaw.

  • Current through October 23, 2012 Back to Top
  • (a) If the court determines that an interest is not represented under this subchapter, or that the otherwise available representation might be inadequate, the court may appoint a representative to receive notice, give consent, and otherwise represent, bind, and act on behalf of a minor, incapacitated, or unborn individual, or a person whose identity or location is unknown. A representative may be appointed to represent several persons or interests.

    (b) A representative may act on behalf of the individual represented with respect to any matter arising under this chapter, whether or not a judicial proceeding concerning the trust is pending.

    (c) In making decisions, a representative may consider general benefit accruing to the living members of the individual's family.

    (Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)

    HISTORICAL AND STATUTORY NOTES

    Legislative History of Laws

    For Law 15-104, see notes following § 19-1301.01.

    Uniform Law

    This section is based upon § 305 of the Uniform Trust Code. See 7C, Uniform Laws Annotated, Master Edition, or ULA Database on Westlaw.