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NOTE: The Statutes on the North Carolina General Assembly website reflect changes made in the 2016 Regular Session. The changes do not include the 4th Special Session held in December 2016. The changes from all Sessions are listed in the NC Statutes and Session Laws affected by ratified bills documents.

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North Carolina General Statutes
Chapter 36C: North Carolina Uniform Trust Code.

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Article 1 - General Provisions and Definitions. [HTML] [RTF]
G.S. 36C-1-101 36C-1-101. Short title.[HTML] [RTF]
G.S. 36C-1-102 36C-1-102. Scope.[HTML] [RTF]
G.S. 36C-1-103 36C-1-103. Definitions.[HTML] [RTF]
G.S. 36C-1-104 36C-1-104. Knowledge.[HTML] [RTF]
G.S. 36C-1-105 36C-1-105. Default and mandatory rules.[HTML] [RTF]
G.S. 36C-1-106 36C-1-106. Common law of trusts; principles of equity.[HTML] [RTF]
G.S. 36C-1-107 36C-1-107. Governing law.[HTML] [RTF]
G.S. 36C-1-108 36C-1-108. Principal place of administration.[HTML] [RTF]
G.S. 36C-1-109 36C-1-109. Methods and waiver of notice.[HTML] [RTF]
G.S. 36C-1-110 36C-1-110. Others treated as qualified beneficiaries.[HTML] [RTF]
G.S. 36C-1-111 36C-1-111. Nonjudicial settlement agreements.[HTML] [RTF]
G.S. 36C-1-112 36C-1-112. Rules of construction.[HTML] [RTF]
G.S. 36C-1-113 36C-1-113. Construction of certain formula clauses applicable to estates of decedents dying in calendar year 2010.[HTML] [RTF]
G.S. 36C-1-114 36C-1-114. Insurable interest of trustee.[HTML] [RTF]
Article 2 - Judicial Proceedings. [HTML] [RTF]
G.S. 36C-2-201 36C-2-201. Role of court in administration of trust.[HTML] [RTF]
G.S. 36C-2-202 36C-2-202. Jurisdiction over trustee and beneficiary.[HTML] [RTF]
G.S. 36C-2-203 36C-2-203. Subject matter jurisdiction.[HTML] [RTF]
G.S. 36C-2-204 36C-2-204. Venue.[HTML] [RTF]
G.S. 36C-2-205 36C-2-205. Commencement of proceedings, pleadings, consolidation, and joinder.[HTML] [RTF]
G.S. 36C-2-206 36C-2-206. Representation of parties.[HTML] [RTF]
G.S. 36C-2-207 36C-2-207. Waiver of notice.[HTML] [RTF]
G.S. 36C-2-208 36C-2-208. Accounting to clerk.[HTML] [RTF]
G.S. 36C-2-209 36C-2-209. Qualification and accounting of trustee of a testamentary trust.[HTML] [RTF]
Article 3 - Representation. [HTML] [RTF]
G.S. 36C-3-301 36C-3-301. Representation: basic effect.[HTML] [RTF]
G.S. 36C-3-302 36C-3-302. Representation by holder of power of revocation or general power of appointment.[HTML] [RTF]
G.S. 36C-3-303 36C-3-303. Representation by fiduciaries, parents, and other persons.[HTML] [RTF]
G.S. 36C-3-304 36C-3-304. Representation by person having substantially identical interest.[HTML] [RTF]
G.S. 36C-3-305 36C-3-305. Appointment of representative; scope of representation.[HTML] [RTF]
Article 4 - Creation, Validity, Modification, and Termination of Trust. [HTML] [RTF]
G.S. 36C-4-401 36C-4-401. Methods of creating trust.[HTML] [RTF]
G.S. 36C-4-401.1 36C-4-401.1. Interest of trustee as beneficiary of life insurance or other death benefit sufficient to support inter vivos or testamentary trust.[HTML] [RTF]
G.S. 36C-4-401.2 36C-4-401.2. Creation of trust by a court.[HTML] [RTF]
G.S. 36C-4-402 36C-4-402. Requirements for creation.[HTML] [RTF]
G.S. 36C-4-403 36C-4-403. Trusts created in other jurisdictions.[HTML] [RTF]
G.S. 36C-4-404 36C-4-404. Trust purposes.[HTML] [RTF]
G.S. 36C-4-405 36C-4-405. Charitable purposes.[HTML] [RTF]
G.S. 36C-4-405.1 36C-4-405.1. Enforcement of charitable gift or trust.[HTML] [RTF]
G.S. 36C-4-405.2 36C-4-405.2. Spending rules applicable to charitable trusts.[HTML] [RTF]
G.S. 36C-4-406 36C-4-406. Creation of trust induced by fraud, duress, or undue influence.[HTML] [RTF]
G.S. 36C-4-407 36C-4-407. Evidence of oral trust.[HTML] [RTF]
G.S. 36C-4-408 36C-4-408. Trust for care of animal.[HTML] [RTF]
G.S. 36C-4-409 36C-4-409. Noncharitable trust without ascertainable beneficiary.[HTML] [RTF]
G.S. 36C-4-410 36C-4-410. Modification or termination of trust; proceedings for approval or disapproval.[HTML] [RTF]
G.S. 36C-4-411 36C-4-411. Modification or termination of noncharitable irrevocable trust by consent.[HTML] [RTF]
G.S. 36C-4-412 36C-4-412. Modification or termination because of unanticipated circumstances or inability to administer trust effectively.[HTML] [RTF]
G.S. 36C-4-413 36C-4-413. Cy pres.[HTML] [RTF]
G.S. 36C-4-414 36C-4-414. Modification or termination of uneconomic trust.[HTML] [RTF]
G.S. 36C-4-415 36C-4-415. Reformation to correct mistakes.[HTML] [RTF]
G.S. 36C-4-416 36C-4-416. Modification to achieve settlor's tax objectives.[HTML] [RTF]
G.S. 36C-4-417 36C-4-417. Combination and division of trusts.[HTML] [RTF]
G.S. 36C-4-418 36C-4-418. Distribution upon termination of trust.[HTML] [RTF]
G.S. 36C-4-419 36C-4-419. Effect of inalienable interest on modification or termination.[HTML] [RTF]
Article 4A - Tax Status of Charitable Trusts. [HTML] [RTF]
G.S. 36C-4A-1 36C-4A-1. Prohibited transactions.[HTML] [RTF]
G.S. 36C-4A-2 36C-4A-2. Reformation of charitable remainder trust.[HTML] [RTF]
Article 4B - Charitable Remainder Trust Administration Act. [HTML] [RTF]
G.S. 36C-4B-1 36C-4B-1. Short title.[HTML] [RTF]
G.S. 36C-4B-2 36C-4B-2. General rule.[HTML] [RTF]
G.S. 36C-4B-3 36C-4B-3. Definitions.[HTML] [RTF]
G.S. 36C-4B-4 36C-4B-4. Administrative provisions applicable to both charitable remainder annuity trusts and charitable remainder unitrusts.[HTML] [RTF]
G.S. 36C-4B-5 36C-4B-5. Administrative provisions applicable to charitable remainder trusts only.[HTML] [RTF]
G.S. 36C-4B-6 36C-4B-6. Administrative provisions applicable to charitable remainder unitrusts only.[HTML] [RTF]
G.S. 36C-4B-7 36C-4B-7. Interpretation.[HTML] [RTF]
Article 5 - Creditors' Claims; Spendthrift and Discretionary Trusts. [HTML] [RTF]
G.S. 36C-5-501 36C-5-501. Rights of beneficiary's creditor or assignee.[HTML] [RTF]
G.S. 36C-5-502 36C-5-502. Spendthrift provision.[HTML] [RTF]
G.S. 36C-5-503 36C-5-503. Exceptions to spendthrift provision.[HTML] [RTF]
G.S. 36C-5-504 36C-5-504. Discretionary trusts; effect of standard.[HTML] [RTF]
G.S. 36C-5-505 36C-5-505. Creditor's claim against settlor.[HTML] [RTF]
G.S. 36C-5-506 36C-5-506. Overdue distribution.[HTML] [RTF]
G.S. 36C-5-507 36C-5-507. Personal obligations of trustee.[HTML] [RTF]
G.S. 36C-5-508 36C-5-508. Protective trusts.[HTML] [RTF]
Article 6 - Revocable Trusts. [HTML] [RTF]
G.S. 36C-6-601 36C-6-601. Capacity of settlor of revocable trust.[HTML] [RTF]
G.S. 36C-6-602 36C-6-602. Revocation or amendment of revocable trust.[HTML] [RTF]
G.S. 36C-6-602.1 36C-6-602.1. Exercise of settlor's powers with respect to revocable trust by agent or guardian.[HTML] [RTF]
G.S. 36C-6-603 36C-6-603. Settlor's control of revocable trust.[HTML] [RTF]
G.S. 36C-6-604 36C-6-604. Limitation on action contesting validity of revocable trust; distribution of trust property.[HTML] [RTF]
G.S. 36C-6-605 36C-6-605. Failure of disposition of property of a trust by lapse or otherwise.[HTML] [RTF]
G.S. 36C-6-606 36C-6-606. Revocation of provisions in revocable trust by divorce or annulment; revival.[HTML] [RTF]
G.S. 36C-6-607 36C-6-607. Modification or termination of a revocable trust.[HTML] [RTF]
Article 7 - Office of Trustee. [HTML] [RTF]
G.S. 36C-7-701 36C-7-701. Accepting or declining trusteeship.[HTML] [RTF]
G.S. 36C-7-702 36C-7-702. Trustee's bond.[HTML] [RTF]
G.S. 36C-7-703 36C-7-703. Cotrustees.[HTML] [RTF]
G.S. 36C-7-704 36C-7-704. Vacancy in trusteeship; appointment of successor.[HTML] [RTF]
G.S. 36C-7-705 36C-7-705. Resignation of trustee.[HTML] [RTF]
G.S. 36C-7-706 36C-7-706. Removal of trustee.[HTML] [RTF]
G.S. 36C-7-707 36C-7-707. Delivery of property by former trustee.[HTML] [RTF]
G.S. 36C-7-708 36C-7-708. Compensation of trustee.[HTML] [RTF]
G.S. 36C-7-709 36C-7-709. Reimbursement of expenses.[HTML] [RTF]
Article 8 - Duties and Powers of Trustee. [HTML] [RTF]
G.S. 36C-8-801 36C-8-801. Duty to administer trust.[HTML] [RTF]
G.S. 36C-8-802 36C-8-802. Duty of loyalty.[HTML] [RTF]
G.S. 36C-8-803 36C-8-803. Impartiality.[HTML] [RTF]
G.S. 36C-8-804 36C-8-804. Prudent administration.[HTML] [RTF]
G.S. 36C-8-805 36C-8-805. Cost of administration.[HTML] [RTF]
G.S. 36C-8-806 36C-8-806. Trustee's skills.[HTML] [RTF]
G.S. 36C-8-807 36C-8-807. Delegation by trustee.[HTML] [RTF]
G.S. 36C-8-808 36C-8-808. Powers of a settlor to take certain actions with respect to the trust.[HTML] [RTF]
G.S. 36C-8-809 36C-8-809. Control and protection of trust property.[HTML] [RTF]
G.S. 36C-8-810 36C-8-810. Record keeping and identification of trust property.[HTML] [RTF]
G.S. 36C-8-811 36C-8-811. Enforcement and defense of claims.[HTML] [RTF]
G.S. 36C-8-812 36C-8-812. Collecting trust property.[HTML] [RTF]
G.S. 36C-8-813 36C-8-813. Duty to inform and report.[HTML] [RTF]
G.S. 36C-8-814 36C-8-814. Discretionary powers; tax savings.[HTML] [RTF]
G.S. 36C-8-815 36C-8-815. General powers of trustee.[HTML] [RTF]
G.S. 36C-8-816 36C-8-816. Specific powers of trustee.[HTML] [RTF]
G.S. 36C-8-816.1 36C-8-816.1. Trustee's special power to appoint to a second trust.[HTML] [RTF]
G.S. 36C-8-817 36C-8-817. Distribution upon termination.[HTML] [RTF]
G.S. 36C-8-818 36C-8-818. Notice of deceased Medicaid beneficiaries.[HTML] [RTF]
Article 8A - Powers, Duties, and Liability of a Power Holder Other Than a Trustee; Duty and Liability of a Trustee With Respect to Power Holder's Actions. [HTML] [RTF]
G.S. 36C-8A-1 36C-8A-1. Definition.[HTML] [RTF]
G.S. 36C-8A-2 36C-8A-2. Powers of a power holder.[HTML] [RTF]
G.S. 36C-8A-3 36C-8A-3. Duty and liability of power holder.[HTML] [RTF]
G.S. 36C-8A-4 36C-8A-4. Duty and liability of trustee.[HTML] [RTF]
G.S. 36C-8A-5 36C-8A-5. Compensation and reimbursement of expenses of power holder.[HTML] [RTF]
G.S. 36C-8A-6 36C-8A-6. Jurisdiction over power holder.[HTML] [RTF]
G.S. 36C-8A-7 36C-8A-7. Accepting or declining the appointment as power holder.[HTML] [RTF]
G.S. 36C-8A-8 36C-8A-8. Powers of trustee in the absence of a power holder.[HTML] [RTF]
G.S. 36C-8A-9 36C-8A-9. More than one power holder.[HTML] [RTF]
G.S. 36C-8A-10 36C-8A-10. Resignation of power holder.[HTML] [RTF]
G.S. 36C-8A-11 36C-8A-11. Removal of power holder.[HTML] [RTF]
Article 9 - Uniform Prudent Investor Act. [HTML] [RTF]
G.S. 36C-9-901 36C-9-901. Prudent investor rule; applicability.[HTML] [RTF]
G.S. 36C-9-902 36C-9-902. Standard of care; portfolio strategy; risk and return objectives.[HTML] [RTF]
G.S. 36C-9-903 36C-9-903. Diversification.[HTML] [RTF]
G.S. 36C-9-903.1 36C-9-903.1. Duties as to life insurance.[HTML] [RTF]
G.S. 36C-9-904 36C-9-904. Duties at inception of trusteeship.[HTML] [RTF]
G.S. 36C-9-905 36C-9-905. Reviewing compliance.[HTML] [RTF]
G.S. 36C-9-906 36C-9-906. Effect on charitable remainder trusts.[HTML] [RTF]
G.S. 36C-9-907 36C-9-907. Short title.[HTML] [RTF]
Article 10 - Liability of Trustees and Rights of Persons Dealing with Trustees. [HTML] [RTF]
G.S. 36C-10-1001 36C-10-1001. Remedies for breach of trust.[HTML] [RTF]
G.S. 36C-10-1002 36C-10-1002. Damages for breach of trust.[HTML] [RTF]
G.S. 36C-10-1003 36C-10-1003. Liability in absence of breach.[HTML] [RTF]
G.S. 36C-10-1004 36C-10-1004. Attorneys' fees and costs.[HTML] [RTF]
G.S. 36C-10-1005 36C-10-1005. Limitation of action against trustee.[HTML] [RTF]
G.S. 36C-10-1006 36C-10-1006. Reliance on trust instrument.[HTML] [RTF]
G.S. 36C-10-1007 36C-10-1007. Event affecting administration or distribution.[HTML] [RTF]
G.S. 36C-10-1008 36C-10-1008. Exculpation of trustee.[HTML] [RTF]
G.S. 36C-10-1009 36C-10-1009. Beneficiary's consent, release, or ratification.[HTML] [RTF]
G.S. 36C-10-1010 36C-10-1010. Limitation on personal liability of trustee.[HTML] [RTF]
G.S. 36C-10-1011 36C-10-1011. Interest as general partner.[HTML] [RTF]
G.S. 36C-10-1012 36C-10-1012. Protection of person dealing with trustee.[HTML] [RTF]
G.S. 36C-10-1013 36C-10-1013. Certification of trust.[HTML] [RTF]
Article 11 - Miscellaneous Provisions. [HTML] [RTF]
G.S. 36C-11-1101 36C-11-1101. Uniformity of application and construction.[HTML] [RTF]
G.S. 36C-11-1102 36C-11-1102. Electronic records and signatures.[HTML] [RTF]
G.S. 36C-11-1103 36C-11-1103. Severability clause.[HTML] [RTF]
G.S. 36C-11-1104 36C-11-1104. Trustee signatures.[HTML] [RTF]
G.S. 36C-11-1105 36C-11-1105: Reserved for future codification purposes.[HTML] [RTF]
G.S. 36C-11-1106 36C-11-1106. Application to existing relationships.[HTML] [RTF]