Ben Allen
- Democratic
- Senator
- District 24
Author
Existing law establishes procedures for the creation, modification, and termination of a trust and regulates the administration of trusts by trustees on behalf of beneficiaries. This bill would enact the California Uniform Directed Trust Act to provide a method for regulating trusts where a person who is not a trustee has been given a role in directing the trust. The bill would require the consent of the public administrator, public guardian, or public conservator before they are appointed to act as a trust director or directed trustee. The bill would set forth the duties and responsibilities of the trust director and the duties and responsibilities of the directed trustee, including specifying what powers may be given to a trust director and the information required to be exchanged by the trust director and the directed trustee. The bill would require a directed trustee to take reasonable action to comply with a trust director's exercise or nonexercise of a power of direction, except that the directed trustee is not required to comply with a trust director's exercise or nonexercise of a power of direction to the extent that, by complying, the trustee would engage in willful misconduct. The bill would exempt from duties and liabilities under the act a trust director who is licensed, certified, or otherwise authorized or permitted by law to provide health care in the ordinary course of the trust director's business or practice of a profession, to the extent the trust director acts in that capacity. The bill would make conforming changes to related provisions.
Approved by the Governor.
Chaptered by Secretary of State. Chapter 721, Statutes of 2023.
Enrolled and presented to the Governor at 4 p.m.
Assembly amendments concurred in. (Ayes 40. Noes 0. Page 2477.) Ordered to engrossing and enrolling.
Ordered to special consent calendar.
In Senate. Concurrence in Assembly amendments pending.
Read third time. Passed. (Ayes 76. Noes 0. Page 2828.) Ordered to the Senate.
Ordered to third reading.
Read third time and amended. (Ayes 72. Noes 0. Page 2792.)
Action rescinded whereby the bill was read third time, passed, and ordered to the Senate.
Ordered to third reading.
Read third time. Passed. (Ayes 74. Noes 0. Page 2264.) Ordered to the Senate.
Read second time. Ordered to consent calendar.
Read second time and amended. Ordered to second reading.
From committee: Do pass as amended. Ordered to consent calendar. (Ayes 11. Noes 0.) (June 6).
In Assembly. Read first time. Held at Desk.
Read third time. Passed. (Ayes 39. Noes 0. Page 1053.) Ordered to the Assembly.
Read second time. Ordered to consent calendar.
From committee: Do pass. Ordered to consent calendar. (Ayes 10. Noes 0. Page 1012.) (May 2).
From committee with author's amendments. Read second time and amended. Re-referred to Com. on JUD.
Set for hearing May 2.
From printer. May be acted upon on or after March 20.
Introduced. Read first time. To Com. on RLS. for assignment. To print.
| Bill Text Versions | Format |
|---|---|
| SB801 | HTML |
| 02/17/23 - Introduced | |
| 04/19/23 - Amended Senate | |
| 06/07/23 - Amended Assembly | |
| 08/24/23 - Amended Assembly | |
| 09/11/23 - Enrolled | |
| 10/10/23 - Chaptered |
| Document | Format |
|---|---|
| 04/28/23- Senate Judiciary | |
| 05/05/23- Sen. Floor Analyses | |
| 06/03/23- Assembly Judiciary | |
| 06/16/23- Sen. Floor Analyses | |
| 06/21/23- ASSEMBLY FLOOR ANALYSIS | |
| 08/25/23- ASSEMBLY FLOOR ANALYSIS | |
| 08/31/23- Sen. Floor Analyses |
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