DC Metro Trust Code Comparison

Pasternak & Fidis, P.C. is pleased to offer this section-by-section comparison of the Uniform Trust Code, the DC Uniform Trust Code, the Maryland Trust Act, and the Virginia Uniform Trust Code, together with annotations highlighting important differences, details, and case law among the local jurisdictions. We hope that our colleagues in the DC Metropolitan Area who practice in any of the three local jurisdictions will find this to be a useful resource in understanding and navigating these laws.

Each iteration of the uniform trust code is contained in a separate column. You can view all four uniform codes simultaneously or limit the display by using the HIDE/SHOW buttons above each column. Substantive textual differences within the three jurisdictions’ statutes are shown in red text. Any Uniform Trust Code provision omitted from a jurisdiction’s version of the UTC is indicated within a bracket, also in red. Cross-references to UTC, DC UTC, MTA, or VA UTC cites open within the same page. Cross-references to other sections of the state codes or U.S. Code open in a separate tab or window.

To access a section’s annotation, click on the A icon. All annotations can be accessed here.

Pasternak & Fidis's former Law Librarian, Kristina P. Justh prepared the comparison chart—a time-consuming and difficult endeavor for which the firm is most grateful. Pasternak & Fidis partners Nancy G. Fax and Alex S. Tanouye provided the annotations.


Read more about Pasternak & Fidis’s Estates & Trusts Practice.

Legislative history materials are available here.


Acknowledgment
The annotators are grateful to Richard T. Wright, of The Wright Firm, for his thorough and insightful analysis of the MTA, published in the MSBA Section of Estate and Trust Spring 2014 Newsletter (Vol. 23, No. 2), which provided background and context for many of the MTA provisions discussed in the annotations.