# Mont. Code Ann. § 72-38-110: 72-38-110 Others treated as qualified beneficiaries

> Montana · Statutes · In force

URL: https://www.frixlaw.com/law-library/statutes/STATE_MT_T72_C38_P1_S72-38-110

## Section

- **Citation:** Mont. Code Ann. § 72-38-110
- **Heading:** 72-38-110 Others treated as qualified beneficiaries
- **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 72-38-110

## Text

72-38-110 . Others treated as qualified beneficiaries. (1) Except as provided in 72-38-813 , whenever notice to qualified beneficiaries of a trust is required under this chapter, the trustee shall also give notice to any other beneficiary who has sent the trustee a request for notice.

(2) A charitable organization expressly designated to receive distributions under the terms of a charitable trust has the rights of a beneficiary and a qualified beneficiary under this chapter if the charitable organization, on the date the charitable organization's qualification is being determined:

(a) is a distributee or permissible distributee of trust income or principal;

(b) would be a distributee or permissible distributee of trust income or principal upon the termination of the interests of other distributees or permissible distributees then receiving or eligible to receive distributions; or

(c) would be a distributee or permissible distributee of trust income or principal if the trust terminated on that date.

(3) A person appointed to enforce a trust created for the care of an animal or another noncharitable purpose as provided in 72-38-408 or 72-38-409 has the rights of a qualified beneficiary under this chapter.

(4) With respect to a charitable trust having its principal place of administration in this state:

(a) The attorney general of this state has the rights of a beneficiary.

(b) The attorney general of this state has the following two rights of a qualified beneficiary:

(i) the right to request information pursuant to 72-38-813 (1); and

(ii) the right to request a copy of the annual report pursuant to 72-38-813 (3).

(c) The attorney general of this state has all of the rights of a qualified beneficiary of a charitable trust if, on the date that a determination is being made as to the rights of the attorney general under this subsection(4), a charitable interest in the trust is not represented by a qualified beneficiary under subsection (2).

## 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_S72-38-110. Check the current official text before relying on it. Not legal advice.