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Amendment to Living Trust Montana Form

Amendment to Living Trust Montana Form

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Welcome back! I'm Attorney Thomas Burton and today's  question comes from Madison, Wisconsin   and the reader asked the following: "Beneficiary of testamentary  trust established in 2004.   It was amended in 2005 without successor  trustee bearing witness, valid?"   Then they explained, "Trustee made disbursement  when I was 30 which followed the original document   to the trust. Now upon turning another age,  trustee is following the amended provision   to the trust instead of the original like  before. I was under the impression that   for an amendment to a testamentary trust to be  valid, the successor trustee must bear witness   sign the amendment. The amendment is signed  by the settler, now deceased. The amendment   is signed as witness and notarized by settlor's  attorney and signed as witness by the witness." Okay, so the question is,   is an amendment to, the way I understand it,  to a trus

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