CaliforniaRepresentation of trust beneficiaries.
What it does
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. Existing law requires a trust beneficiary to be provided notice of specified actions regarding the trust. Existing law sets forth requirements under which notice given to a specified person or class of persons is sufficient to comply with a requirement that notice be given to a trust beneficiary or a person interested in the trust.
More detail
This bill would delete that indirect notice provision and would instead provide that notice given to a person authorized to represent and bind another person is sufficient to comply with notice requirements for actions regarding a trust. If a person consents for a person to represent and bind them, the bill would require that consent to be in writing and would make consent binding on the represented person unless they object to the representation before consent would have become effective. The bill would prohibit certain persons from representing and binding another person for these purposes, and would authorize specified representative relationships and representation of successive interests.
Where do you stand?
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Where it stands
- Introduced
- Passed Assembly
- Passed Senate
- To Governor
- Became Law
Looking ahead
No hearings or votes scheduled.
History
- 2025
- Jul 14Chaptered by Secretary of State - Chapter 39, Statutes of 2025.Latest
- Jul 14Approved by the Governor Gavin Newsom.Became Law
- Jul 2Enrolled and presented to the Governor at 2 p.m.To Governor
- Jun 24In Assembly. Ordered to Engrossing and Enrolling.Minor
- Jun 23Read third time. Passed. Ordered to the Assembly. (Ayes 37. Noes 0. Page 1706.).Passed Senate
- Vote recorded Consent Calendar 2nd. Result: pass.Upper
- Jun 18Read second time. Ordered to Consent Calendar.Minor
- Jun 17From committee: Do pass. To Consent Calendar. (Ayes 12. Noes 0.) (June 17).Minor
- Vote recorded Do pass and be ordered to the Consent Calendar. Result: pass.Upper
- May 7Referred to Com. on JUD.Minor
- Apr 3In Senate. Read first time. To Com. on RLS. for assignment.Minor
- Vote recorded AB 565 Dixon Consent Calendar Second Day. Result: pass.Lower
- Apr 3Read third time. Passed. Ordered to the Senate. (Ayes 74. Noes 0. Page 1004.)Passed Assembly
- Mar 28Read second time. Ordered to Consent Calendar.Minor
- Mar 27Read second time and amended. Ordered returned to second reading.Major
- Mar 26From committee: Amend, and do pass as amended. To Consent Calendar. (Ayes 12. Noes 0.) (March 25).Major
- Mar 25
- Vote recorded Do pass as amended. To Consent Calendar. Result: pass.Lower
- Feb 24Referred to Com. on JUD.Minor
- Feb 13From printer. May be heard in committee March 15.
- Feb 12Read first time. To print.Introduced