Revised Code of Washington
Chapter 11.104B - Uniform Fiduciary Income and Principal Act.
11.104B.140 - Unitrusts—Unitrust policies.

RCW 11.104B.140
Unitrusts—Unitrust policies.

(1) In administering a unitrust under this article, a fiduciary shall follow a unitrust policy adopted under RCW 11.104B.120(1) (a) or (b) or amended or replaced under RCW 11.104B.120(1)(b).
(2) A unitrust policy must provide:
(a) The unitrust rate or the method for determining the unitrust rate under RCW 11.104B.150;
(b) The method for determining the applicable value under RCW 11.104B.160; and
(c) The rules described in RCW 11.104B.150 through 11.104B.180, which apply in the administration of the unitrust, whether the rules are:
(i) Mandatory, as provided in RCW 11.104B.160(1) and 11.104B.170(1); or
(ii) Optional, as provided in RCW 11.104B.150, 11.104B.160(2), 11.104B.170(2), and 11.104B.180(1), to the extent the fiduciary elects to adopt those rules.

[ 2021 c 140 § 2305.]

Structure Revised Code of Washington

Revised Code of Washington

Title 11 - Probate and Trust Law

Chapter 11.104B - Uniform Fiduciary Income and Principal Act.

11.104B.001 - Short title.

11.104B.005 - Definitions.

11.104B.010 - Scope.

11.104B.020 - Governing law.

11.104B.050 - Fiduciary duties—General principles.

11.104B.060 - Fiduciary duties—Judicial review of exercise of discretionary power—Request for instruction.

11.104B.070 - Fiduciary duties—Power to adjust.

11.104B.100 - Unitrusts—Definitions.

11.104B.110 - Unitrusts—Application—Duties and remedies.

11.104B.120 - Unitrusts—Authority of fiduciary.

11.104B.130 - Unitrusts—Notice.

11.104B.140 - Unitrusts—Unitrust policies.

11.104B.150 - Unitrusts—Unitrust rates.

11.104B.160 - Unitrusts—Applicable value.

11.104B.170 - Unitrusts—Period.

11.104B.180 - Unitrust—Special tax benefits—Other rules.

11.104B.200 - Receipts from entities—Character.

11.104B.210 - Receipts from entities—Distributions from trusts and estates.

11.104B.220 - Receipts from entities—Businesses and other activities conducted by fiduciary.

11.104B.230 - Receipts not normally apportioned—Principal receipts.

11.104B.240 - Receipts not normally apportioned—Rental property.

11.104B.250 - Receipts not normally apportioned—Receipt on obligation to be paid in money.

11.104B.260 - Receipts not normally apportioned—Insurance policies and contracts.

11.104B.270 - Receipts normally apportioned—Insubstantial allocation not required.

11.104B.280 - Receipts normally apportioned—Deferred compensation, annuities, and similar payments.

11.104B.290 - Receipts normally apportioned—Liquidating assets.

11.104B.300 - Receipts normally apportioned—Minerals, water, and other natural resources.

11.104B.310 - Receipts normally apportioned—Timber.

11.104B.320 - Receipts normally apportioned—Marital deduction property not productive of income.

11.104B.330 - Receipts normally apportioned—Derivatives and options.

11.104B.340 - Receipts normally apportioned—Asset-backed securities.

11.104B.350 - Receipts normally apportioned—Other financial instruments and arrangements.

11.104B.400 - Disbursements—Disbursement from income.

11.104B.410 - Disbursements—Disbursement from principal.

11.104B.420 - Disbursements—Transfer from income to principal for depreciation.

11.104B.430 - Disbursements—Reimbursement of income from principal.

11.104B.440 - Disbursements—Reimbursement of principal from income.

11.104B.450 - Disbursements—Income taxes.

11.104B.460 - Disbursements—Adjustment between income and principal because of taxes.

11.104B.500 - Death or termination of interest—Determination and distribution of net income.

11.104B.510 - Death or termination of interest—Distribution to successor beneficiary.

11.104B.550 - Death or termination of interest—When right to income begins and ends.

11.104B.560 - Death or termination of interest—Apportionment of receipts and disbursements when decedent dies or income interest begins.

11.104B.570 - Death or termination of interest—Apportionment when income interest ends.

11.104B.900 - Uniformity of application and construction.

11.104B.901 - Relation to electronic signatures in global and national commerce act.

11.104B.902 - Application.

11.104B.903 - Application of chapter 11.96A RCW.

11.104B.904 - Construction—Chapter applicable to state registered domestic partnerships—2009 c 521.

11.104B.905 - Effective date—2021 c 140 §§ 2101-2806.