(a) A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. The trustee shall exercise reasonable care, skill, and caution in:
(1) Selecting an agent;
(2) Establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and
(3) Periodically reviewing the agent’s actions in order to monitor the agent’s performance and compliance with the terms of the delegation.
(b) In performing a delegated function, an agent owes a duty to the trust to exercise reasonable care to comply with the terms of the delegation.
(c) A trustee who complies with subsection (a) of this section is not liable to the beneficiaries or to the trust for an action of the agent to whom the function was delegated.
(d) By accepting a delegation of powers or duties from the trustee of a trust that is subject to the law of the District of Columbia, an agent submits to the jurisdiction of the courts of the District of Columbia.
(Mar. 10, 2004, D.C. Law 15-104, § 2(b), 51 DCR 208.)
Uniform Law: This section is based upon § 807 of the Uniform Trust Code.
Structure District of Columbia Code
Title 19 - Descent, Distribution, and Trusts. [Enacted title]
Chapter 13 - Uniform Trust Code
Subchapter VIII - Duties and Powers of Trustee
§ 19–1308.01. Duty to administer trust
§ 19–1308.04. Prudent administration
§ 19–1308.05. Costs of administration
§ 19–1308.06. Trustee’s skills
§ 19–1308.07. Delegation by trustee
§ 19–1308.08. Powers to direct
§ 19–1308.09. Control and protection of trust property
§ 19–1308.10. Recordkeeping and identification of trust property
§ 19–1308.11. Enforcement and defense of claims
§ 19–1308.12. Collecting trust property
§ 19–1308.13. Duty to inform and report
§ 19–1308.14. Discretionary powers; tax savings
§ 19–1308.15. General powers of trustee