NOTE: The Statutes on the North Carolina General Assembly website reflect changes made in the 2017 Regular Session. The changes from all Sessions are listed in the NC Statutes and Session Laws affected by ratified bills documents.

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North Carolina General Statutes
Chapter 36C: North Carolina Uniform Trust Code.

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Article 1 - General Provisions and Definitions. [HTML] [RTF]
G.S. 36C-1-101§ 36C-1-101. Short title.[HTML] [RTF]
G.S. 36C-1-102§ 36C-1-102. Scope.[HTML] [RTF]
G.S. 36C-1-103§ 36C-1-103. Definitions.[HTML] [RTF]
G.S. 36C-1-104§ 36C-1-104. Knowledge.[HTML] [RTF]
G.S. 36C-1-105§ 36C-1-105. Default and mandatory rules.[HTML] [RTF]
G.S. 36C-1-106§ 36C-1-106. Common law of trusts; principles of equity.[HTML] [RTF]
G.S. 36C-1-107§ 36C-1-107. Governing law.[HTML] [RTF]
G.S. 36C-1-108§ 36C-1-108. Principal place of administration.[HTML] [RTF]
G.S. 36C-1-109§ 36C-1-109. Methods and waiver of notice.[HTML] [RTF]
G.S. 36C-1-110§ 36C-1-110. Others treated as qualified beneficiaries.[HTML] [RTF]
G.S. 36C-1-111§ 36C-1-111. Nonjudicial settlement agreements.[HTML] [RTF]
G.S. 36C-1-112§ 36C-1-112. Rules of construction.[HTML] [RTF]
G.S. 36C-1-113§ 36C-1-113. Construction of certain formula clauses applicable to estates of decedents dying in calendar year 2010.[HTML] [RTF]
G.S. 36C-1-114§ 36C-1-114. Insurable interest of trustee.[HTML] [RTF]
Article 2 - Judicial Proceedings. [HTML] [RTF]
G.S. 36C-2-201§ 36C-2-201. Role of court in administration of trust.[HTML] [RTF]
G.S. 36C-2-202§ 36C-2-202. Jurisdiction over trustee and beneficiary.[HTML] [RTF]
G.S. 36C-2-203§ 36C-2-203. Subject matter jurisdiction.[HTML] [RTF]
G.S. 36C-2-204§ 36C-2-204. Venue.[HTML] [RTF]
G.S. 36C-2-205§ 36C-2-205. Commencement of proceedings, pleadings, consolidation, and joinder.[HTML] [RTF]
G.S. 36C-2-206§ 36C-2-206. Representation of parties.[HTML] [RTF]
G.S. 36C-2-207§ 36C-2-207. Waiver of notice.[HTML] [RTF]
G.S. 36C-2-208§ 36C-2-208. Accounting to clerk.[HTML] [RTF]
G.S. 36C-2-209§ 36C-2-209. Qualification and accounting of trustee of a testamentary trust.[HTML] [RTF]
Article 3 - Representation. [HTML] [RTF]
G.S. 36C-3-301§ 36C-3-301. Representation: basic effect.[HTML] [RTF]
G.S. 36C-3-302§ 36C-3-302. Representation by holder of power of revocation or general power of appointment.[HTML] [RTF]
G.S. 36C-3-303§ 36C-3-303. Representation by fiduciaries, parents, and other persons.[HTML] [RTF]
G.S. 36C-3-304§ 36C-3-304. Representation by person having substantially identical interest.[HTML] [RTF]
G.S. 36C-3-305§ 36C-3-305. Appointment of representative; scope of representation.[HTML] [RTF]
Article 4 - Creation, Validity, Modification, and Termination of Trust. [HTML] [RTF]
G.S. 36C-4-401§ 36C-4-401. Methods of creating trust.[HTML] [RTF]
G.S. 36C-4-401.1§ 36C-4-401.1. Interest of trustee as beneficiary of life insurance or other death benefit sufficient to support inter vivos or testamentary trust.[HTML] [RTF]
G.S. 36C-4-401.2§ 36C-4-401.2. Creation of trust by a court.[HTML] [RTF]
G.S. 36C-4-402§ 36C-4-402. Requirements for creation.[HTML] [RTF]
G.S. 36C-4-403§ 36C-4-403. Trusts created in other jurisdictions.[HTML] [RTF]
G.S. 36C-4-404§ 36C-4-404. Trust purposes.[HTML] [RTF]
G.S. 36C-4-405§ 36C-4-405. Charitable purposes.[HTML] [RTF]
G.S. 36C-4-405.1§ 36C-4-405.1. Enforcement of charitable gift or trust.[HTML] [RTF]
G.S. 36C-4-405.2§ 36C-4-405.2. Spending rules applicable to charitable trusts.[HTML] [RTF]
G.S. 36C-4-406§ 36C-4-406. Creation of trust induced by fraud, duress, or undue influence.[HTML] [RTF]
G.S. 36C-4-407§ 36C-4-407. Evidence of oral trust.[HTML] [RTF]
G.S. 36C-4-408§ 36C-4-408. Trust for care of animal.[HTML] [RTF]
G.S. 36C-4-409§ 36C-4-409. Noncharitable trust without ascertainable beneficiary.[HTML] [RTF]
G.S. 36C-4-410§ 36C-4-410. Modification or termination of trust; proceedings for approval or disapproval.[HTML] [RTF]
G.S. 36C-4-411§ 36C-4-411. Modification or termination of noncharitable irrevocable trust by consent.[HTML] [RTF]
G.S. 36C-4-412§ 36C-4-412. Modification or termination because of unanticipated circumstances or inability to administer trust effectively.[HTML] [RTF]
G.S. 36C-4-413§ 36C-4-413. Cy pres.[HTML] [RTF]
G.S. 36C-4-414§ 36C-4-414. Modification or termination of uneconomic trust.[HTML] [RTF]
G.S. 36C-4-415§ 36C-4-415. Reformation to correct mistakes.[HTML] [RTF]
G.S. 36C-4-416§ 36C-4-416. Modification to achieve settlor's tax objectives.[HTML] [RTF]
G.S. 36C-4-417§ 36C-4-417. Combination and division of trusts.[HTML] [RTF]
G.S. 36C-4-418§ 36C-4-418. Distribution upon termination of trust.[HTML] [RTF]
G.S. 36C-4-419§ 36C-4-419. Effect of inalienable interest on modification or termination.[HTML] [RTF]
Article 4A - Tax Status of Charitable Trusts. [HTML] [RTF]
G.S. 36C-4A-1§ 36C-4A-1. Prohibited transactions.[HTML] [RTF]
G.S. 36C-4A-2§ 36C-4A-2. Reformation of charitable remainder trust.[HTML] [RTF]
Article 4B - Charitable Remainder Trust Administration Act. [HTML] [RTF]
G.S. 36C-4B-1§ 36C-4B-1. Short title.[HTML] [RTF]
G.S. 36C-4B-2§ 36C-4B-2. General rule.[HTML] [RTF]
G.S. 36C-4B-3§ 36C-4B-3. Definitions.[HTML] [RTF]
G.S. 36C-4B-4§ 36C-4B-4. Administrative provisions applicable to both charitable remainder annuity trusts and charitable remainder unitrusts.[HTML] [RTF]
G.S. 36C-4B-5§ 36C-4B-5. Administrative provisions applicable to charitable remainder trusts only.[HTML] [RTF]
G.S. 36C-4B-6§ 36C-4B-6. Administrative provisions applicable to charitable remainder unitrusts only.[HTML] [RTF]
G.S. 36C-4B-7§ 36C-4B-7. Interpretation.[HTML] [RTF]
Article 5 - Creditors' Claims; Spendthrift and Discretionary Trusts. [HTML] [RTF]
G.S. 36C-5-501§ 36C-5-501. Rights of beneficiary's creditor or assignee.[HTML] [RTF]
G.S. 36C-5-502§ 36C-5-502. Spendthrift provision.[HTML] [RTF]
G.S. 36C-5-503§ 36C-5-503. Exceptions to spendthrift provision.[HTML] [RTF]
G.S. 36C-5-504§ 36C-5-504. Discretionary trusts; effect of standard.[HTML] [RTF]
G.S. 36C-5-505§ 36C-5-505. Creditor's claim against settlor.[HTML] [RTF]
G.S. 36C-5-506§ 36C-5-506. Overdue distribution.[HTML] [RTF]
G.S. 36C-5-507§ 36C-5-507. Personal obligations of trustee.[HTML] [RTF]
G.S. 36C-5-508§ 36C-5-508. Protective trusts.[HTML] [RTF]
Article 6 - Revocable Trusts. [HTML] [RTF]
G.S. 36C-6-601§ 36C-6-601. Capacity of settlor of revocable trust.[HTML] [RTF]
G.S. 36C-6-602§ 36C-6-602. Revocation or amendment of revocable trust.[HTML] [RTF]
G.S. 36C-6-602.1§ 36C-6-602.1. Exercise of settlor's powers with respect to revocable trust by agent or guardian.[HTML] [RTF]
G.S. 36C-6-603§ 36C-6-603. Settlor's control of revocable trust.[HTML] [RTF]
G.S. 36C-6-604§ 36C-6-604. Limitation on action contesting validity of revocable trust; distribution of trust property.[HTML] [RTF]
G.S. 36C-6-605§ 36C-6-605. Failure of disposition of property of a trust by lapse or otherwise.[HTML] [RTF]
G.S. 36C-6-606§ 36C-6-606. Revocation of provisions in revocable trust by divorce or annulment; revival.[HTML] [RTF]
G.S. 36C-6-607§ 36C-6-607. Modification or termination of a revocable trust.[HTML] [RTF]
Article 7 - Office of Trustee. [HTML] [RTF]
G.S. 36C-7-701§ 36C-7-701. Accepting or declining trusteeship.[HTML] [RTF]
G.S. 36C-7-702§ 36C-7-702. Trustee's bond.[HTML] [RTF]
G.S. 36C-7-703§ 36C-7-703. Cotrustees.[HTML] [RTF]
G.S. 36C-7-704§ 36C-7-704. Vacancy in trusteeship; appointment of successor.[HTML] [RTF]
G.S. 36C-7-705§ 36C-7-705. Resignation of trustee.[HTML] [RTF]
G.S. 36C-7-706§ 36C-7-706. Removal of trustee.[HTML] [RTF]
G.S. 36C-7-707§ 36C-7-707. Delivery of property by former trustee.[HTML] [RTF]
G.S. 36C-7-708§ 36C-7-708. Compensation of trustee.[HTML] [RTF]
G.S. 36C-7-709§ 36C-7-709. Reimbursement of expenses.[HTML] [RTF]
Article 8 - Duties and Powers of Trustee. [HTML] [RTF]
G.S. 36C-8-801§ 36C-8-801. Duty to administer trust.[HTML] [RTF]
G.S. 36C-8-802§ 36C-8-802. Duty of loyalty.[HTML] [RTF]
G.S. 36C-8-803§ 36C-8-803. Impartiality.[HTML] [RTF]
G.S. 36C-8-804§ 36C-8-804. Prudent administration.[HTML] [RTF]
G.S. 36C-8-805§ 36C-8-805. Cost of administration.[HTML] [RTF]
G.S. 36C-8-806§ 36C-8-806. Trustee's skills.[HTML] [RTF]
G.S. 36C-8-807§ 36C-8-807. Delegation by trustee.[HTML] [RTF]
G.S. 36C-8-808§ 36C-8-808. Powers of a settlor to take certain actions with respect to the trust.[HTML] [RTF]
G.S. 36C-8-809§ 36C-8-809. Control and protection of trust property.[HTML] [RTF]
G.S. 36C-8-810§ 36C-8-810. Record keeping and identification of trust property.[HTML] [RTF]
G.S. 36C-8-811§ 36C-8-811. Enforcement and defense of claims.[HTML] [RTF]
G.S. 36C-8-812§ 36C-8-812. Collecting trust property.[HTML] [RTF]
G.S. 36C-8-813§ 36C-8-813. Duty to inform and report.[HTML] [RTF]
G.S. 36C-8-814§ 36C-8-814. Discretionary powers; tax savings.[HTML] [RTF]
G.S. 36C-8-815§ 36C-8-815. General powers of trustee.[HTML] [RTF]
G.S. 36C-8-816§ 36C-8-816. Specific powers of trustee.[HTML] [RTF]
G.S. 36C-8-816.1§ 36C-8-816.1: Repealed by Session 2017-121, s. 2.4, effective July 18, 2017.[HTML] [RTF]
G.S. 36C-8-817§ 36C-8-817. Distribution upon termination.[HTML] [RTF]
G.S. 36C-8-818§ 36C-8-818. Notice of deceased Medicaid beneficiaries.[HTML] [RTF]
Article 8A - Powers, Duties, and Liability of a Power Holder Other Than a Trustee; Duty and Liability of a Trustee With Respect to Power Holder's Actions. [HTML] [RTF]
G.S. 36C-8A-1§ 36C-8A-1. Definition.[HTML] [RTF]
G.S. 36C-8A-2§ 36C-8A-2. Powers of a power holder.[HTML] [RTF]
G.S. 36C-8A-3§ 36C-8A-3. Duty and liability of power holder.[HTML] [RTF]
G.S. 36C-8A-4§ 36C-8A-4. Duty and liability of trustee.[HTML] [RTF]
G.S. 36C-8A-5§ 36C-8A-5. Compensation and reimbursement of expenses of power holder.[HTML] [RTF]
G.S. 36C-8A-6§ 36C-8A-6. Jurisdiction over power holder.[HTML] [RTF]
G.S. 36C-8A-7§ 36C-8A-7. Accepting or declining the appointment as power holder.[HTML] [RTF]
G.S. 36C-8A-8§ 36C-8A-8. Powers of trustee in the absence of a power holder.[HTML] [RTF]
G.S. 36C-8A-9§ 36C-8A-9. More than one power holder.[HTML] [RTF]
G.S. 36C-8A-10§ 36C-8A-10. Resignation of power holder.[HTML] [RTF]
G.S. 36C-8A-11§ 36C-8A-11. Removal of power holder.[HTML] [RTF]
Article 8B - North Carolina Uniform Trust Decanting Act. [HTML] [RTF]
G.S. 36C-8B-1§ 36C-8B-1. Short title.[HTML] [RTF]
G.S. 36C-8B-2§ 36C-8B-2. Definitions.[HTML] [RTF]
G.S. 36C-8B-3§ 36C-8B-3. Scope.[HTML] [RTF]
G.S. 36C-8B-4§ 36C-8B-4. Fiduciary duty.[HTML] [RTF]
G.S. 36C-8B-5§ 36C-8B-5. Application; governing law.[HTML] [RTF]
G.S. 36C-8B-6§ 36C-8B-6. Reasonable reliance.[HTML] [RTF]
G.S. 36C-8B-7§ 36C-8B-7. Notice; exercise of decanting power.[HTML] [RTF]
G.S. 36C-8B-8§ 36C-8B-8. Reserved.[HTML] [RTF]
G.S. 36C-8B-9§ 36C-8B-9. Court involvement.[HTML] [RTF]
G.S. 36C-8B-10§ 36C-8B-10. Formalities.[HTML] [RTF]
G.S. 36C-8B-11§ 36C-8B-11. Decanting power.[HTML] [RTF]
G.S. 36C-8B-12§ 36C-8B-12. Reserved.[HTML] [RTF]
G.S. 36C-8B-13§ 36C-8B-13. Trust for beneficiary with disability.[HTML] [RTF]
G.S. 36C-8B-14§ 36C-8B-14. Reserved.[HTML] [RTF]
G.S. 36C-8B-15§ 36C-8B-15. Trust limitation on decanting.[HTML] [RTF]
G.S. 36C-8B-16§ 36C-8B-16. Change in compensation.[HTML] [RTF]
G.S. 36C-8B-17§ 36C-8B-17. Relief from liability and indemnification.[HTML] [RTF]
G.S. 36C-8B-18§ 36C-8B-18. Removal or replacement of authorized fiduciary.[HTML] [RTF]
G.S. 36C-8B-19§ 36C-8B-19. Tax-related limitations.[HTML] [RTF]
G.S. 36C-8B-20§ 36C-8B-20. Duration of second trust.[HTML] [RTF]
G.S. 36C-8B-21§ 36C-8B-21. Need to distribute not required.[HTML] [RTF]
G.S. 36C-8B-22§ 36C-8B-22. Saving provision.[HTML] [RTF]
G.S. 36C-8B-23§ 36C-8B-23. Reserved.[HTML] [RTF]
G.S. 36C-8B-24§ 36C-8B-24. Terms of second trust.[HTML] [RTF]
G.S. 36C-8B-25§ 36C-8B-25. Settlor.[HTML] [RTF]
G.S. 36C-8B-26§ 36C-8B-26. Later-discovered property.[HTML] [RTF]
G.S. 36C-8B-27§ 36C-8B-27. Reserved.[HTML] [RTF]
G.S. 36C-8B-28§ 36C-8B-28. Reserved.[HTML] [RTF]
G.S. 36C-8B-29§ 36C-8B-29. Reserved.[HTML] [RTF]
G.S. 36C-8B-30§ 36C-8B-30. Reserved.[HTML] [RTF]
Article 9 - Uniform Prudent Investor Act. [HTML] [RTF]
G.S. 36C-9-901§ 36C-9-901. Prudent investor rule; applicability.[HTML] [RTF]
G.S. 36C-9-902§ 36C-9-902. Standard of care; portfolio strategy; risk and return objectives.[HTML] [RTF]
G.S. 36C-9-903§ 36C-9-903. Diversification.[HTML] [RTF]
G.S. 36C-9-903.1§ 36C-9-903.1. Duties as to life insurance.[HTML] [RTF]
G.S. 36C-9-904§ 36C-9-904. Duties at inception of trusteeship.[HTML] [RTF]
G.S. 36C-9-905§ 36C-9-905. Reviewing compliance.[HTML] [RTF]
G.S. 36C-9-906§ 36C-9-906. Effect on charitable remainder trusts.[HTML] [RTF]
G.S. 36C-9-907§ 36C-9-907. Short title.[HTML] [RTF]
Article 10 - Liability of Trustees and Rights of Persons Dealing with Trustees. [HTML] [RTF]
G.S. 36C-10-1001§ 36C-10-1001. Remedies for breach of trust.[HTML] [RTF]
G.S. 36C-10-1002§ 36C-10-1002. Damages for breach of trust.[HTML] [RTF]
G.S. 36C-10-1003§ 36C-10-1003. Liability in absence of breach.[HTML] [RTF]
G.S. 36C-10-1004§ 36C-10-1004. Attorneys' fees and costs.[HTML] [RTF]
G.S. 36C-10-1005§ 36C-10-1005. Limitation of action against trustee.[HTML] [RTF]
G.S. 36C-10-1006§ 36C-10-1006. Reliance on trust instrument.[HTML] [RTF]
G.S. 36C-10-1007§ 36C-10-1007. Event affecting administration or distribution.[HTML] [RTF]
G.S. 36C-10-1008§ 36C-10-1008. Exculpation of trustee.[HTML] [RTF]
G.S. 36C-10-1009§ 36C-10-1009. Beneficiary's consent, release, or ratification.[HTML] [RTF]
G.S. 36C-10-1010§ 36C-10-1010. Limitation on personal liability of trustee.[HTML] [RTF]
G.S. 36C-10-1011§ 36C-10-1011. Interest as general partner.[HTML] [RTF]
G.S. 36C-10-1012§ 36C-10-1012. Protection of person dealing with trustee.[HTML] [RTF]
G.S. 36C-10-1013§ 36C-10-1013. Certification of trust.[HTML] [RTF]
Article 11 - Miscellaneous Provisions. [HTML] [RTF]
G.S. 36C-11-1101§ 36C-11-1101. Uniformity of application and construction.[HTML] [RTF]
G.S. 36C-11-1102§ 36C-11-1102. Electronic records and signatures.[HTML] [RTF]
G.S. 36C-11-1103§ 36C-11-1103. Severability clause.[HTML] [RTF]
G.S. 36C-11-1104§ 36C-11-1104. Trustee signatures.[HTML] [RTF]
G.S. 36C-11-1105§ 36C-11-1105: Reserved for future codification purposes.[HTML] [RTF]
G.S. 36C-11-1106§ 36C-11-1106. Application to existing relationships.[HTML] [RTF]

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