Document Type

Article

Publication Date

2014

Abstract

In this article, Alan Newman critically examines the statutory limitations that govern when beneficiaries may bring claims against trustees under the Uniform Trust Code (UTC). He analyzes how the UTC attempts to balance the need for finality in trust administration with the protection of beneficiary interests, particularly in light of statutes of limitations and repose. Newman explores the complex procedural and substantive issues surrounding when claims accrue, what constitutes adequate notice to beneficiaries, and how these factors affect whether a claim is time-barred. He raises concerns about beneficiaries losing valid claims without ever realizing their rights have expired, hence the title’s allusion to missed opportunities. The article ultimately calls for clearer notice provisions and more nuanced limitations standards that better align with principles of fairness and trust accountability.

Publication Title

Real Property, Trust and Estate Law Journal

Volume

48

First Page

459

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