AB 1079

  • California Assembly Bill
  • 2021-2022 Regular Session
  • Introduced in Assembly
  • Passed Assembly Apr 15, 2021
  • Passed Senate Jul 05, 2021
  • Became Law Oct 09, 2021

Trusts: revocation.

Bill Subjects

Trusts: Revocation.

Abstract

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. Except as specified, existing law authorizes the revocation of a trust when the person holding the power to revoke the trust is competent. Existing law provides that, during this time, the duties of the trustee are owed to the person holding the power to revoke the trust. This bill would impose additional requirements on the trustee of a trust if, during the time that a trust is revocable, no person holding the power to revoke the trust is competent, including, but not limited to, requiring the trustee to provide a copy of the trust instrument and any amendments to the beneficiaries under the trust instrument, as specified. The bill would authorize the trustee to rely on specified methods to establish incompetency, but would clarify that the bill does not affect any legal standard for establishing incompetency. The bill would make conforming changes to a related provision.

Bill Sponsors (1)

Votes


Actions


Oct 09, 2021

California State Legislature

Chaptered by Secretary of State - Chapter 749, Statutes of 2021.

California State Legislature

Approved by the Governor.

Aug 30, 2021

California State Legislature

Enrolled and presented to the Governor at 4 p.m.

Aug 23, 2021

Assembly

Senate amendments concurred in. To Engrossing and Enrolling.

Jul 05, 2021

Senate

Read third time. Passed. Ordered to the Assembly. (Ayes 38. Noes 0.).

Assembly

In Assembly. Concurrence in Senate amendments pending. May be considered on or after July 7 pursuant to Assembly Rule 77.

Jun 24, 2021

Senate

Read second time. Ordered to Consent Calendar.

Jun 23, 2021

Senate

From committee: Do pass. To Consent Calendar. (Ayes 11. Noes 0.) (June 22).

Jun 14, 2021

Senate

From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on JUD.

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

May 12, 2021

Senate

Referred to Com. on JUD.

  • Referral-Committee
Com. on JUD.

Apr 15, 2021

Senate

In Senate. Read first time. To Com. on RLS. for assignment.

Assembly

Read third time. Passed. Ordered to the Senate. (Ayes 75. Noes 0. Page 1033.)

Apr 08, 2021

Assembly

Read second time. Ordered to Consent Calendar.

Apr 07, 2021

Assembly

Read second time and amended. Ordered returned to second reading.

Apr 06, 2021

Assembly

From committee: Amend, and do pass as amended. To Consent Calendar. (Ayes 11. Noes 0.) (April 6).

Mar 04, 2021

Assembly

Referred to Com. on JUD.

  • Referral-Committee
Com. on JUD.

Feb 19, 2021

Assembly

From printer. May be heard in committee March 21.

Feb 18, 2021

Assembly

Read first time. To print.

Bill Text

Bill Text Versions Format
AB1079 HTML
02/18/21 - Introduced PDF
04/07/21 - Amended Assembly PDF
06/14/21 - Amended Senate PDF
08/23/21 - Enrolled PDF
10/09/21 - Chaptered PDF

Related Documents

Document Format
04/03/21- Assembly Judiciary PDF
06/18/21- Senate Judiciary PDF
06/25/21- Sen. Floor Analyses PDF
07/07/21- ASSEMBLY FLOOR ANALYSIS PDF

Sources

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