Colo. Rev. Stat. § 15-1.2-306
Unitrust rate
Colorado · Colorado Revised Statutes Title 15 — Probate, Trusts, and Fiduciaries · Status: effective
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- Citation
- Colo. Rev. Stat. § 15-1.2-306, Unitrust rate, Colorado, version 1 as recorded 2026-10-03, yourstate.us, https://yourstate.us/provision/2293584
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Full text
(1) Except as otherwise provided in section 15-1.2-309 (2)(a), a unitrust rate may be:
(a) A fixed unitrust rate; or
(b) A unitrust rate that is determined for each period using:
(I) A market index or other published data; or
(II) A mathematical blend of market indices or other published data over a stated number of preceding periods.
(2) Except as otherwise provided in section 15-1.2-309 (2)(a), a unitrust policy may provide:
(a) A limit on how high the unitrust rate determined under subsection (1)(b) of this section may rise;
(b) A limit on how low the unitrust rate determined under subsection (1)(b) of this section may fall;
(c) A limit on how much the unitrust rate determined under subsection (1)(b) of this section may increase over the unitrust rate for the preceding period or a mathematical blend of unitrust rates over a stated number of preceding periods;
(d) A limit on how much the unitrust rate determined under subsection (1)(b) of this section may decrease below the unitrust rate for the preceding period or a mathematical blend of unitrust rates over a stated number of preceding periods; or
(e) A mathematical blend of any of the unitrust rates determined under subsection (1)(b) of this section and subsections (2)(a) through (2)(d) of this section.