2009 Iowa Code
Title 15 - Judicial Branch and Judicial Procedures
Subtitle 4 - Probate - Fiduciaries
CHAPTER 633A - IOWA TRUST CODE
633A.2207 - COMBINATION OF TRUSTS.

        633A.2207  COMBINATION OF TRUSTS.
         1.  A trustee, without approval of court, may combine two or more
      trusts with substantially similar beneficial interests unless the
      trust is a court reporting trust.
         2.  On petition by a trustee or beneficiary, the court may combine
      two or more trusts, whether or not the beneficial interests are
      substantially similar, if the court determines that administration as
      a single trust will not defeat or significantly impair the
      accomplishment of the trust purposes or the rights of the
      beneficiaries.
         3.  Where the court orders the combination of two trusts that are
      not essentially identical, the court shall include in its order a
      finding as to which trust provisions control.  
         Section History: Recent Form
         99 Acts, ch 125, §20, 109; 2000 Acts, ch 1150, §12
         C2001, §633.2207
         2005 Acts, ch 38, §54
         CS2005, §633A.2207

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