Table of Contents
TITLE 72. ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS
CHAPTER 7. UNIFORM POWERS OF APPOINTMENT ACT
Part 3. Exercise of Power of Appointment
Current Version 2025, 2023, 2021, 2019, 2015
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72-7-301
72-7-302
72-7-303
72-7-304
72-7-305
72-7-306
72-7-307
72-7-308
72-7-309
72-7-310
72-7-311
72-7-312
72-7-313
72-7-314
Mont. Code Ann. § 72-7-304

Substantial compliance with donor-imposed formal requirement

A powerholder's substantial compliance with a formal requirement of appointment imposed by the donor, including a requirement that the instrument exercising the power of appointment make reference or specific reference to the power, is sufficient if:

(1) the powerholder knows of and intends to exercise the power; and

(2) the powerholder's manner of attempted exercise of the power does not impair a material purpose of the donor in imposing the requirement.

Official Annotations
History:
En. Sec. 14, Ch. 293, L. 2015 (SB 253 - McNally, Mary (D) SD 24)
Source