SB 329

  • California Senate Bill
  • 2021-2022 Regular Session
  • Introduced in Senate Feb 05, 2021
  • Passed Senate Mar 22, 2021
  • Assembly
  • Governor

Wills and trusts: no contest clauses.

Abstract

Existing law, in relation to wills, trusts, and other instruments, regulates no contest clauses, which are provisions in otherwise valid instruments that, if enforced, penalize beneficiaries if the beneficiaries file a contest with the court. Existing law specifies that a no contest clause will be enforced only against the following types of contests: a direct contest, as defined, that is brought without probable cause, a pleading to challenge a transfer of property on the grounds that it was not the transferor's property at the time of transfer, and the filing of a creditor's claim or prosecution of an action based on it. Existing law provides that a cause of action against a person arising from any act of that person in furtherance of the person's right of petition or free speech in connection with a public issue, as specified, shall be subject to a special motion to strike, also known as an anti-strategic lawsuit against public participation (anti-SLAPP) motion, unless the court determines there is a probability that the plaintiff will prevail on the claim. Existing law specifies additional requirements for the court's adjudication of an anti-SLAPP motion. Existing law exempts from these anti-SLAPP provisions any action brought solely in the public interest or on behalf of the general public, under specified conditions, and any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, as further specified. This bill would also exempt from the anti-SLAPP provisions an action to enforce a no contest clause in a will, trust, or other instrument.

Bill Sponsors (1)

Votes


Actions


Jun 17, 2021

Assembly

Re-referred to Com. on RLS. pursuant to Assembly Rule 96.

  • Referral-Committee
Com. on RLS. pursuant to Assembly Rule 96.

Jun 01, 2021

Assembly

From committee with author's amendments. Read second time and amended. Re-referred to Com. on JUD.

  • Amendment-Passage
  • Committee-Passage
  • Reading-1
  • Reading-2
  • Referral-Committee
Com. on JUD.

Assembly

June 8 hearing postponed by committee.

May 13, 2021

Assembly

Referred to Com. on JUD.

  • Referral-Committee
Com. on JUD.

Mar 22, 2021

Senate

Read third time. Passed. (Ayes 37. Noes 0. Page 569.) Ordered to the Assembly.

Assembly

In Assembly. Read first time. Held at Desk.

Mar 11, 2021

Senate

Read second time. Ordered to consent calendar.

Mar 10, 2021

Senate

From committee: Do pass. Ordered to consent calendar. (Ayes 11. Noes 0. Page 423.) (March 9).

Mar 01, 2021

Senate

Set for hearing March 9.

Feb 26, 2021

Senate

From committee with author's amendments. Read second time and amended. Re-referred to Com. on JUD.

  • Amendment-Passage
  • Committee-Passage
  • Reading-1
  • Reading-2
  • Referral-Committee
Com. on JUD.

Feb 22, 2021

Senate

Joint Rule 55 suspended. (Ayes 32. Noes 4. Page 272.)

Senate

(Ayes 32. Noes 4.)

Senate

Art. IV. Sec. 8(a) of the Constitution dispensed with.

Feb 17, 2021

Senate

Referred to Com. on JUD.

  • Referral-Committee
Com. on JUD.

Feb 08, 2021

Senate

From printer. May be acted upon on or after March 10.

Senate

Read first time.

Feb 05, 2021

Senate

Introduced. To Com. on RLS. for assignment. To print.

Bill Text

Bill Text Versions Format
SB329 HTML
02/05/21 - Introduced PDF
02/26/21 - Amended Senate PDF
06/01/21 - Amended Assembly PDF

Related Documents

Document Format
03/05/21- Senate Judiciary PDF
03/11/21- Sen. Floor Analyses PDF

Sources

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