(UTC 813) (a) A trustee shall keep the qualified beneficiaries of the trust reasonably informed about the administration of the trust and of the material facts necessary for them to protect their interests. Unless unreasonable under the circumstances, a trustee shall promptly respond to a beneficiary's request for information related to the administration of the trust.
(b) A trustee:
(1) upon request of a beneficiary, shall promptly furnish to the beneficiary a copy of the trust instrument;
(2) within sixty days after accepting a trusteeship, shall notify the qualified beneficiaries of the acceptance and of the trustee's name, address, and telephone number;
(3) within sixty days after the date the trustee acquires knowledge of the creation of an irrevocable trust, or the date the trustee acquires knowledge that a formerly revocable trust has become irrevocable, whether by the death of the settlor or otherwise, shall notify the qualified beneficiaries of the trust's existence, of the identity of the settlor or settlors, of the right to request a copy of the trust instrument, and of the right to a trustee's report as provided in subsection (c) of this section; and
(4) shall notify the qualified beneficiaries in advance of any change in the method or rate of the trustee's compensation.
(c) A trustee shall send to the distributees or permissible distributees of trust income or principal, and to other qualified or nonqualified beneficiaries who request it, at least annually and at the termination of the trust, a report of the trust property, liabilities, receipts, and disbursements, including the source and amount of the trustee's compensation, a listing of the trust assets and, if feasible, their respective market values. Upon a vacancy in a trusteeship, unless a cotrustee remains in office, a report must be sent to the qualified beneficiaries by the former trustee. A personal representative, conservator, or guardian may send the qualified beneficiaries a report on behalf of a deceased or incapacitated trustee.
(d) A beneficiary may waive the right to a trustee's report or other information otherwise required to be furnished under this section. A beneficiary, with respect to future reports and other information, may withdraw a waiver previously given.
(e) The duties of a trustee specified in this section are subject to the provisions of section 30-3855.
(f) Subdivisions (b)(2) and (3) of this section do not apply to a trustee who accepts a trusteeship before January 1, 2006, to an irrevocable trust created before January 1, 2006, or to a revocable trust that becomes irrevocable before January 1, 2006.
Notes of Decisions
In re Henry B. Wilson, Jr., Revocable Trust, 915 N.W.2d 50 (Neb. 2018).
· cites it 2× “The court also found the cotrustees breached their fiduciary duties under Neb. Rev. Stat. § 30-3878 (Reissue 2016) by failing to keep beneficiaries of the Trust reasonably informed about the administration of the Trust and of the material facts necessary for them to protect…”
In re William R. Zutavern Revocable Trust, 961 N.W.2d 807 (Neb. 2021).
· cites it 2× “Shawn and Russell requested relief in the form of a declaration that Meredith has breached her duties as trustee; injunctive relief preventing further breaches; and an award of damages, costs, attorney fees, and other just relief.”
In re Est. of Forgey, 298 Neb. 865 (Neb. 2018).
· cites it 2× “See, Neb. Rev. Stat. § 30-3878 (Reissue 2016); L.”
Rafert v. Meyer, 859 N.W.2d 332 (Neb. 2015).
· cites it 4× “” Neb. Rev. Stat. § 30-3878 (a) (Reissue 2008).”
In re Rolf H. Brennemann Testamentary Trust, 288 Neb. 389 (2014).
“The schedule K-1 tax reports, which the court found sufficient to keep her “‘reasonably informed’” did not satisfy the Nebraska Uniform Trust Code’s additional reporting requirements in § 30-3878(c), which came into effect in 2005.”
Misle v. Shrier, No. A-24-010 (Neb. Ct. App. Nov. 12, 2024).
· cites it 7× “130, § 78. Commencing January 1, 2005, the Nebraska Uniform Trust Code required a trustee to send to distributees at least annually a report of the trust property, liabilities, receipts, and disbursements.”
Morris v. Dall, 26 N.W.3d 304 (Neb. 2025).
· cites it 2× “As to the matter of Karen’s personal liability, having determined that the district court did not err in dismissing the Morrises’ claims, there cannot be a finding that Karen is personally liable.”
In re Rolf H. Brennemann Testamentary Trust, No. A-12-1029 (Neb. Ct. App. Oct. 1, 2013).
· cites it 9× “The trial court also set forth that pursuant to Neb. Rev. Stat. § 30-3878 (c) (Reissue 2008), the trustees were required to provide Abbott with “‘at least annually .”
In re Henry B. Wilson, Jr., Revocable Trust, No. A-15-1014, A-15-1015, 2017 WL 5608085 (Neb. Ct. App. Nov. 21, 2017).
· cites it 3× “The county court found the cotrustees breached their fiduciary duties under Neb. Rev. Stat. § 30-3878 (Reissue 2016) by failing to keep beneficiaries of the trust reasonably informed about the administration of the trust and of the material facts necessary for them to protect…”
In re Henry B. Wilson, Jr., Revocable Trust, 300 Neb. 455 (Neb. 2018).
· cites it 2× “The court also found the cotrustees breached their fiduciary duties under Neb. Rev. Stat. § 30-3878 (Reissue 2016) by failing to keep beneficiaries of the Trust reasonably informed about the administration of the Trust and of the mate- rial facts necessary for them to protect…”
Neb. Rev. Stat. § 30-3878(a): 1 case
In re Rolf H. Brennemann Testamentary Trust, No. A-12-1029 (Neb. Ct. App. Oct. 1, 2013).
“The trial court also set forth that pursuant to Neb. Rev. Stat. § 30-3878 (c) (Reissue 2008), the trustees were required to provide Abbott with “‘at least annually .”
Neb. Rev. Stat. § 30-3878(c): 3 cases
In re Rolf H. Brennemann Testamentary Trust, 288 Neb. 389 (2014).
“The schedule K-1 tax reports, which the court found sufficient to keep her “‘reasonably informed’” did not satisfy the Nebraska Uniform Trust Code’s additional reporting requirements in § 30-3878(c), which came into effect in 2005.”
Misle v. Shrier, No. A-24-010 (Neb. Ct. App. Nov. 12, 2024).
“130, § 78. Commencing January 1, 2005, the Nebraska Uniform Trust Code required a trustee to send to distributees at least annually a report of the trust property, liabilities, receipts, and disbursements.”
In re Rolf H. Brennemann Testamentary Trust, No. A-12-1029 (Neb. Ct. App. Oct. 1, 2013).
“The trial court also set forth that pursuant to Neb. Rev. Stat. § 30-3878 (c) (Reissue 2008), the trustees were required to provide Abbott with “‘at least annually .”
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