2015 Iowa Code
TITLE XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES
SUBTITLE 4 - PROBATE — FIDUCIARIES
CHAPTER 633A - IOWA TRUST CODE
Section 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.
1999 Acts, ch 125, §20,109; 2000 Acts, ch 1150, §12

C2001, §633.2207

2005 Acts, ch 38, §54
CS2005, §633A.2207

Disclaimer: These codes may not be the most recent version. Iowa may have more current or accurate information. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.