Sec. 240.104. DISCLAIMER OF INTEREST IN INTER VIVOS TRUST. In the case of an interest in an inter vivos trust:
(1) a disclaimer must be delivered to the trustee then serving, or, if no trustee is then serving, a disclaimer must be filed:
(A) with a court having jurisdiction to enforce the trust; or
(B) in the official public records of the county in which:
(i) the situs of administration of the trust is maintained; or
(ii) the settlor is domiciled or was domiciled on the date of the settlor's death; and
(2) if a disclaimer is made before the time the instrument creating the trust becomes irrevocable, a disclaimer must be delivered to the settlor of a revocable trust or the transferor of the interest.
Added by Acts 2015, 84th Leg., R.S., Ch. 562 (H.B. 2428), Sec. 15, eff. September 1, 2015.
Structure Texas Statutes
Title 13 - Disclaimer of Property Interests
Chapter 240 - Texas Uniform Disclaimer of Property Interests Act
Subchapter C. Delivery or Filing
Section 240.101. Delivery or Filing Generally
Section 240.102. Disclaimer of Interest Created Under Intestate Succession or Will
Section 240.103. Disclaimer of Interest in Testamentary Trust
Section 240.104. Disclaimer of Interest in Inter Vivos Trust
Section 240.105. Disclaimer of Interest Created by Beneficiary Designation
Section 240.106. Disclaimer by Surviving Holder of Survivorship Property
Section 240.107. Disclaimer by Object or Taker in Default of Exercise of Power of Appointment
Section 240.108. Disclaimer by Certain Appointees
Section 240.109. Disclaimer by Certain Fiduciaries