Section 58 Judicial-Construction Orders

LibraryTrust and Estate Legislation 2012

The third safe harbor provides that a judicial construction to resolve an ambiguity in the trust instrument or to correct a scrivener’s error will not cause a GST exempt trust to lose its exemption if:

· the judicial action involves a bone fide issue; and

· the construction is consistent with applicable state law that would be applied by the highest court in the state.

Treas. Reg. § 26.2601-1(b)(4)(i)(B) and (C).

Upon passage of the Missouri Uniform Trust Code, §§ 456.1-101–456.11-1106, RSMo Supp. 2011...

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