# Mont. Code Ann. § 72-38-108: 72-38-108 Principal place of administration

> Montana · Statutes · In force

URL: https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-108

## Section

- **Citation:** Mont. Code Ann. § 72-38-108
- **Heading:** 72-38-108 Principal place of administration
- **Jurisdiction:** Montana
- **Kind:** Statutes
- **Status:** In force
- **Text as of:** August 14, 2026
- **Source:** Compiled text
- **Location:** MT Code / Title 72 / Chapter 38 / Part 1 / Section 72-38-108

## Text

72-38-108 . Principal place of administration. (1) Without precluding other means for establishing a sufficient connection with the designated jurisdiction, terms of a trust designating the principal place of administration are valid and controlling if:

(a) a trustee's principal place of business is located in or a trustee is a resident of the designated jurisdiction; or

(b) all or part of the administration occurs in the designated jurisdiction.

(2) A trustee is under a continuing duty to administer the trust at a place appropriate to its purposes, its administration, and the interests of the beneficiaries.

(3) Without precluding the right of the court to order, approve, or disapprove a transfer, the trustee, in furtherance of the duty prescribed by subsection (2), may transfer the trust's principal place of administration to another state or to a jurisdiction outside of the United States.

(4) The trustee shall notify the qualified beneficiaries of a proposed transfer of a trust's principal place of administration not less than 60 days before initiating the transfer. The notice of proposed transfer must include:

(a) the name of the jurisdiction to which the principal place of administration is to be transferred;

(b) the address and telephone number at the new location at which the trustee can be contacted;

(c) an explanation of the reasons for the proposed transfer;

(d) the date on which the proposed transfer is anticipated to occur; and

(e) the date, not less than 60 days after the giving of the notice, by which the qualified beneficiary shall notify the trustee of an objection to the proposed transfer.

(5) The authority of a trustee under this section to transfer a trust's principal place of administration terminates if a qualified beneficiary notifies the trustee of an objection to the proposed transfer on or before the date specified in the notice.

(6) In connection with a transfer of the trust's principal place of administration, the trustee may transfer some or all of the trust property to a successor trustee designated in the terms of the trust or appointed pursuant to 72-38-704 .

## Nearby sections

- [Mont. Code Ann. § 72-38-101 72-38-101 Short title](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-101.md)
- [Mont. Code Ann. § 72-38-102 72-38-102 Scope](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-102.md)
- [Mont. Code Ann. § 72-38-103 72-38-103 Definitions](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-103.md)
- [Mont. Code Ann. § 72-38-104 72-38-104 Knowledge](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-104.md)
- [Mont. Code Ann. § 72-38-105 72-38-105 Default and mandatory rules](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-105.md)
- [Mont. Code Ann. § 72-38-106 72-38-106 Common law of trusts -- principles of equity](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-106.md)
- [Mont. Code Ann. § 72-38-107 72-38-107 Governing law](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-107.md)
- [Mont. Code Ann. § 72-38-108 72-38-108 Principal place of administration](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-108.md)
- [Mont. Code Ann. § 72-38-109 72-38-109 Methods and waiver of notice](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-109.md)
- [Mont. Code Ann. § 72-38-110 72-38-110 Others treated as qualified beneficiaries](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-110.md)
- [Mont. Code Ann. § 72-38-111 72-38-111 Nonjudicial settlement agreements](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-111.md)
- [Mont. Code Ann. § 72-38-112 72-38-112 Rules of construction](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-112.md)
- [Mont. Code Ann. § 72-38-113 72-38-113 Insurable interest of trustee](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-113.md)
- [Mont. Code Ann. § 72-38-120 72-38-120 Resulting trust upon failure of trust](https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-120.md)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-108. Check the current official text before relying on it. Not legal advice.