Massachusetts General Laws
Article II - Intestacy, Wills and Donative Transfers
Section 2-707 - Survivorship With Respect to Future Interests Under Terms of Trust; Substitute Takers

Section 2–707. [Survivorship with respect to future interests under terms of trust; substitute takers.]
(a) If an instrument is silent on the requirement of survivorship, a future interest under the terms of a trust shall be contingent on the beneficiary surviving the distribution date. In that case, if a beneficiary of a future interest under the terms of a trust fails to survive the distribution date, the following shall apply:
(1) If the future interest is not in the form of a class gift and the deceased beneficiary leaves surviving descendants, a substitute gift shall be created in the beneficiary's surviving descendants. Such descendants shall take per capita at each generation the property to which the beneficiary would have been entitled had the beneficiary survived the distribution date.
(2) If the future interest is in the form of a class gift, other than a future interest to ''issue'', ''descendants'', ''heirs of the body'', ''heirs'', ''next of kin'', ''relatives'' or ''family'', or a class described by language of similar import, a substitute gift shall be created in the deceased beneficiary or beneficiaries' surviving descendants. The property to which the beneficiaries would have been entitled had all of the beneficiaries survived the distribution date shall pass to the surviving beneficiaries and the surviving descendants of the deceased beneficiaries. Each surviving beneficiary shall take the share to which the surviving beneficiary would have been entitled had the deceased beneficiaries survived the distribution date. Each deceased beneficiary's surviving descendants who are substituted for the deceased beneficiary take per capita at each generation the share to which the deceased beneficiary would have been entitled had the deceased beneficiary survived the distribution date. For the purposes of this paragraph, ''deceased beneficiary'' shall mean a class member who failed to survive the distribution date and left 1 or more surviving descendants.
(b) If, after the application of subsection (a), there is no surviving taker, the property shall pass in the following order:
(1) if the trust was created in a nonresiduary devise in the transferor's will or in a codicil to the transferor's will, the property shall pass under the residuary clause in the transferor's will. For purposes of this section, a residuary clause shall be treated as creating a future interest under the terms of a trust;
(2) if no taker is produced by the application of clause (1), the property shall pass to the transferor's heirs under section 2–711.

Structure Massachusetts General Laws

Massachusetts General Laws

Part II - Real and Personal Property and Domestic Relations

Title II - Descent and Distribution, Wills, Estates of Deceased Persons and Absentees, Guardianship, Conservatorship and Trusts

Chapter 190b - Massachusetts Uniform Probate Code

Article II - Intestacy, Wills and Donative Transfers

Section 2-101 - Intestate Estate

Section 2-102 - Share of Spouse

Section 2-103 - Share of Heirs Other Than Surviving Spouse

Section 2-105 - No Taker

Section 2-106 - Representation

Section 2-107 - Kindred of Half Blood

Section 2-108 - Afterborn Heirs

Section 2-109 - Advancements

Section 2-110 - Debts to Decedent

Section 2-111 - Alienage

Section 2-112 - Dower and Curtesy Abolished

Section 2-113 - Individuals Related to Decedent Through Two Lines

Section 2-114 - Parent and Child Relationship

Section 2-301 - Entitlement of Spouse; Premarital Will

Section 2-302 - Omitted Children

Section 2-401 - Applicable Law

Section 2-403 - Exempt Property

Section 2-404 - Discretionary Family Allowance

Section 2-405 - Source, Determination, and Documentation

Section 2-501 - Who May Make Will

Section 2-502 - Execution of Wills

Section 2-504 - Self-Proved Will

Section 2-505 - Who May Witness

Section 2-506 - Choice of Law as to Execution

Section 2-507 - Revocation by Writing or by Act

Section 2-508 - Revocation by Change of Circumstances

Section 2-509 - Revival of Revoked Will

Section 2-510 - Incorporation by Reference

Section 2-511 - Testamentary Additions to Trusts

Section 2-512 - Events of Independent Significance

Section 2-513 - Separate Writing Identifying Devise of Certain Types of Tangible Property

Section 2-514 - Contracts Concerning Succession

Section 2-515 - Deposit of Will With Court in Testator's Lifetime

Section 2-516 - Duty of Custodian of Will; Liability

Section 2-517 - Penalty Clause for Contest

Section 2-601 - Scope

Section 2-602 - Will May Pass All Property and After–acquired Property

Section 2-603 - Anti-Lapse; Deceased Devisee; Class Gifts

Section 2-604 - Failure of Testamentary Provision

Section 2-605 - Increase in Devised Securities; Accessions

Section 2-606 - Nonademption of Specific Devises; Unpaid Proceeds of Sale, Condemnation, or Insurance; Sale by Conservator or Agent

Section 2-607 - Nonexoneration

Section 2-608 - Exercise of Power of Appointment

Section 2-609 - Ademption by Satisfaction

Section 2-610 - Annuities

Section 2-701 - Scope

Section 2-702 - Requirement of Survival

Section 2-703 - Choice of Law as to Meaning and Effect of Donative Dispositions

Section 2-704 - Taxes on Qtips

Section 2-705 - Class Gifts Construed to Accord With Intestate Succession

Section 2-706 - Life Insurance; Retirement Plan; Account With Pod Designation; Transfer-on-Death Registration; Deceased Beneficiary

Section 2-707 - Survivorship With Respect to Future Interests Under Terms of Trust; Substitute Takers

Section 2-708 - Class Gifts to ''descendants'', ''issue'', or ''heirs of the Body''; Form of Distributions if None Specified

Section 2-709 - Representation; per Capita at Each Generation; per Stirpes

Section 2-710 - Worthier Title Doctrine Abolished

Section 2-711 - Future Interests in ''heirs'' and Like

Section 2-801 - Disclaimer of Property Interests

Section 2-802 - Effect of Divorce, Annulment, and Decree of Separation

Section 2-803 - Effect of Homicide on Intestate Succession, Wills, Trusts, Joint Assets, Life Insurance, and Beneficiary Designation

Section 2-804 - Revocation of Probate and Nonprobate Transfers by Divorce; No Revocation by Other Changes of Circumstances

Section 2-901 - Statutory Rule Against Perpetuities

Section 2-902 - When Nonvested Property Interest or Power of Attorney Appointment Created

Section 2-903 - Reformation

Section 2-904 - Exclusions From Statutory Rule Against Perpetuities

Section 2-905 - Prospective Application

Section 2-906 - Supersession