Rule 604 - Other Trust Proceedings(a) IN GENERAL. The settlor, if living, the trustee, a qualified beneficiary, or an interested person may commence a trust proceeding or seek relief in an existing trust proceeding by filing: (2) an objection to an accounting or report in a trust under court supervision.(b) TREATED AS COMPLAINT. Unless a statute provides otherwise, on request of an interested person or on its own initiative, the court may order that a petition be treated as a complaint or that a complaint be filed.(c) PROCEDURES FOR PETITIONS AND OBJECTIONS. Rule 105 governs the procedures for petitions and objections filed with respect to trusts, including service of petitions.(d) NO CONTINUING SUPERVISION. Unless otherwise ordered by the court, after the conclusion of the proceeding, the court will not continue to supervise a trust action initiated under this rule.Adopted by Order dated March 4, 2022, effective 8/22/2022.COMMENT
Common trust-related petitions include 1) petitions for appointment of a successor, substitute, or additional trustee; and 2) petitions to establish a trust such as a trust created pursuant to an order entered in a civil action in which damages are paid by the defendant, a testamentary or other trust created in a decedent's estate administration proceeding, or a trust established under 42 U.S.C. § 1396(d)(4)(a) (generally referred to as a "special needs trust" or "supplemental needs trust").