§ 633.275

633.275 Testamentary additions to trusts. A devise or bequest, the validity of which is determinable by the law of this state, may be made by a will to the trustee of a trust established, or to be established, by the testator,or by the testator and some other person or persons, or by some other person or persons,including a funded or unfunded life insurance trust, although the trustor has reserved someor all rights of ownership of the insurance contracts, if the trust is identified in the testator’swill, and if its terms are set forth in a written instrument other than a will executed before orconcurrently with the execution of the testator’s will, or in the valid last will of a person whohas predeceased the testator regardless of the existence, size, or character of the corpus ofthe trust. The devise or bequest is not invalid because the trust is amendable or revocable, orboth, or because the trust was amended after the execution of the will or after the death of thetestator. Unless the testator’s will provides otherwise, the property so devised or bequeathedshall not be deemed to be held under a testamentary trust of the testator, but shall become apart of the trust to which it

the testator’s will provides otherwise, the property so devised or bequeathedshall not be deemed to be held under a testamentary trust of the testator, but shall become apart of the trust to which it is given and shall be administered and disposed of in accordancewith the instrument or will setting forth the terms of the trust, including any amendmentsthereto made before the death of the testator, regardless of whether any such amendment wasmade before or after the execution of the testator’s will, and, if the testator’s will so provides,including any amendments to the trust made after the death of the testator. A revocation ortermination of the trust before the death of the testator causes the devise or bequest to lapse.This section does not invalidate a devise or bequest made by a will executed prior to January1, 1964. [C66, 71, 73, 75, 77, 79, 81, §633.275, 633.276; 81 Acts, ch 195, §1]Referred to in §633.277 Sat Dec 23 11:24:54 2023 Iowa Code 2024, Section 633.275 (35, 0)