Understanding the Rule Against Trusts of Perpetual Duration

Definition & Meaning

The rule against trusts of perpetual duration is a legal principle that restricts noncharitable trusts from existing indefinitely. Specifically, these trusts must terminate within a specified period, which typically includes the lifetime of a currently living individual plus an additional 21 years. If a trust extends beyond this timeframe, it is considered void. This rule ensures that property remains transferable and does not become tied up indefinitely, similar to the rule against inalienability.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A family creates a trust to manage their assets for their children. The trust specifies that it will last until the youngest child reaches the age of 30. Since this period is within the allowable timeframe, the trust is valid.

Example 2: A person establishes a trust intended to last for 100 years for personal purposes. This trust would violate the rule against trusts of perpetual duration and would be deemed void. (hypothetical example)

State-by-state differences

State Perpetuity Period
California Life of a person plus 21 years
New York Life of a person plus 21 years
Florida Vests within 360 years

This is not a complete list. State laws vary and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition
Rule Against Perpetuities Prohibits interests in property from lasting indefinitely, similar to the rule against trusts of perpetual duration.
Charitable Trusts Trusts that are not subject to the rule against perpetual duration, as they serve charitable purposes.

What to do if this term applies to you

If you are considering establishing a trust, ensure it complies with the rule against trusts of perpetual duration. You can explore US Legal Forms for templates that help you create a compliant trust. If your situation is complex or involves significant assets, consulting a legal professional is advisable to navigate the intricacies of trust law.

Quick facts

  • Typical duration: Lifetime of a person plus 21 years.
  • Applies to: Noncharitable trusts.
  • Consequences of violation: Trust is void.

Key takeaways

Frequently asked questions

It ensures that property does not remain tied up indefinitely and remains transferable.