reglab/housing_qa huggingface dataset:
CT Gen Stat § 45a-499eee (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499eee - Delegation by trustee.

 (a) A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate to an agent under the circumstances. The trustee shall exercise reasonable care, skill and caution in:(1) Selecting an agent for the delegation;(2) Establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and(3) Periodically reviewing the agent's actions to monitor the agent's performance and compliance with the terms of the delegation.(b) In performing a delegated function, an agent owes a duty to the trust to exercise reasonable care to comply with the terms of the delegation.(c) A trustee who complies with subsection (a) of this section is not liable to the beneficiaries or to the trust for an action of the agent to whom the function was delegated.(d) By accepting a delegation of powers or duties from the trustee of a trust that is subject to the law of this state, an agent submits to the jurisdiction of the courts of this state.(P.A. 19-137, S. 57.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499f (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499f - Common law of trusts; principles of equity.

 The common law of trusts and principles of equity supplement sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, except to the extent modified by sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, or another provision of the general statutes. The provisions of sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, expressly applying to charitable trusts apply only to supplement Connecticut common law of charitable trusts. No provision in sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, or this title shall be applied or construed to alter or diminish any charitable interest or purpose or any condition or restriction related to a charitable interest or purpose.(P.A. 19-137, S. 6.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499ff (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499ff - Modification or termination because of unanticipated circumstances or inability to administer trust effectively.

 (a) The court may modify the administrative or dispositive terms of a trust, subject to sections 45a-499gg and 45a-499hh, or terminate a noncharitable trust if, because of circumstances not anticipated by the settlor, modification or termination will further the purposes of the trust. To the extent practicable, the modification shall be made in accordance with the settlor's probable intention.(b) The court may modify the administrative terms of a trust if continuation of the trust on its existing terms would be impracticable or wasteful or impair the trust's administration.(c) Upon termination of a trust under this section, the trustee shall distribute the trust property in a manner consistent with the purposes of the trust as directed by the court.(d) In this section, “circumstances not anticipated by the settlor” does not include a change in the corporate identity of a trustee.(e) Notwithstanding the provisions of this section, the court may not terminate an irrevocable trust established pursuant to 42 USC 1396p(d)(4)(A) or (C), as amended from time to time. The court may modify the terms of such a trust to ensure compliance with the requirements of federal law or to modify any individual's contingent beneficial interest that is available only after repayment to this state or another state for (1) medical assistance provided; and (2) all claims for which this state would have claims against the estate of the deceased beneficiary that have not previously been paid or reimbursed.(P.A. 19-137, S. 32.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499fff (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499fff - Creditor's claims against settlor.

 The settlor of an irrevocable trust shall not be deemed to have a beneficial interest in such trust merely because the trustee is authorized under the trust instrument or any other provision of law to (1) pay or reimburse the settlor for any tax on trust income or trust principal that is payable by the settlor under the law imposing such tax; or (2) pay any such tax directly to the taxing authorities. No creditor of the settlor of an irrevocable trust shall be entitled to reach any trust property based on the discretionary powers described in this section.(P.A. 19-137, S. 58.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499g (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499g - Governing law.

 The meaning and effect of the terms of a trust are determined by: (1) The law of the jurisdiction designated in the terms of the trust, unless the designation of the jurisdiction's law is contrary to a strong public policy of the jurisdiction having the most significant relationship to the matter at issue; or (2) in the absence of a controlling designation in the terms of the trust, the law of the jurisdiction having the most significant relationship to the matter at issue.(P.A. 19-137, S. 7.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499gg (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499gg - Cy pres.

 Except as otherwise provided in section 45a-499hh, if a particular charitable purpose becomes unlawful, impracticable, impossible to achieve or wasteful: (1) The trust does not fail, in whole or in part; (2) the trust property does not revert to the settlor or the settlor's successors in interest; and (3) the court may apply cy pres to modify or terminate the trust by directing that the trust property be applied or distributed, in whole or in part, in a manner consistent with the settlor's charitable purposes.(P.A. 19-137, S. 33.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499ggg (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499ggg - Control and protection of trust property.

 A trustee shall take reasonable steps to take control of and protect the trust property.(P.A. 19-137, S. 59.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499h (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499h - Principal place of administration.

 (a) Without precluding other means for establishing a sufficient connection with the designated jurisdiction, terms of a trust designating the principal place of administration of the trust are valid and controlling if: (1) A trustee's principal place of business is located in, or a trustee is a resident of, the designated jurisdiction; (2) a trust director's principal place of business is located in, or a trust director is a resident of, the designated jurisdiction; or (3) all or part of the administration occurs in the designated jurisdiction.(b) A trustee is under a continuing duty to administer the trust at a place appropriate to its purposes, its administration and the interests of the beneficiaries.(c) Without precluding the right of the court to order, approve or disapprove a transfer, and except as set forth in subsection (e) of this section, in furtherance of the duty prescribed in subsection (b) of this section, a trustee may transfer the trust's principal place of administration to another state or to a jurisdiction outside of the United States.(d) A change in the principal place of administration of a trust from this state to another jurisdiction does not, by itself, deprive the courts of this state of jurisdiction over the trust.(e) The trustee may not transfer the principal place of administration of a charitable trust to a jurisdiction outside of the United States. The trustee of a testamentary trust may not transfer the principal place of administration without approval of the Probate Court having jurisdiction over the testamentary trust.(f) The trustee shall notify the qualified beneficiaries of a proposed transfer of a trust's principal place of administration not less than sixty days prior to the date of initiating the transfer. The notice of proposed transfer shall include:(1) The name of the jurisdiction to which the principal place of administration is to be transferred;(2) The address and telephone number at the new location at which the trustee can be contacted;(3) An explanation of the reason for the proposed transfer; and(4) The date on which the proposed transfer is anticipated to occur.(g) In connection with a transfer of the trust's principal place of administration, the trustee may transfer some or all of the trust property to a successor trustee designated in the terms of the trust or appointed pursuant to section 45a-499uu.(P.A. 19-137, S. 8.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499hh (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499hh - Limitation on court authority to apply cy pres.

 A provision in the terms of a charitable trust that would result in distribution of the trust property to a noncharitable beneficiary prevails over the power of the court under section 45a-499gg to apply cy pres to modify or terminate the trust only if, when the provision takes effect: (1) Except as provided in section 45a-505, the trust property is to revert to the settlor and the settlor is living; or (2) fewer than twenty-one years have elapsed since the date of the trust's creation.(P.A. 19-137, S. 34.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499hhh (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499hhh - Recordkeeping and identification of trust property.

 (a) A trustee shall keep adequate records of the administration of the trust.(b) A trustee shall keep trust property separate from the trustee's own property.(c) Except as provided in subsection (d) of this section, a trustee shall cause the trust property to be designated so that the interest of the trust, to the extent feasible, appears in records maintained by a party other than a trustee or beneficiary.(d) If the trustee maintains records clearly indicating the respective interests, a trustee may invest as a whole the property of two or more separate trusts.(P.A. 19-137, S. 60.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499i (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499i - Methods and waiver of notice.

 (a) Notice to a person under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, or the sending of a document to a person under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, shall be accomplished in a manner reasonably suitable under the circumstances and likely to result in receipt of the notice or document. Permissible methods of notice or for sending a document include first-class mail, personal delivery, delivery to the person's last known place of residence or place of business, or, if the person has consented in advance to receive notices or documents by electronic message, a properly directed electronic message.(b) Notice otherwise required under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, or a document otherwise required to be sent under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, need not be provided to a person whose identity or location is unknown to and not reasonably ascertainable by the trustee.(c) Notice under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, or the sending of a document under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, may be waived by the person to be notified or to be sent the document.(d) Notice of a judicial proceeding shall be given as provided in the applicable rules of court.(P.A. 19-137, S. 9.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499ii (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499ii - Modification or termination of uneconomic trust.

 (a) After thirty days' notice to the qualified beneficiaries and such other beneficiaries as the trustee deems reasonable, the trustee of a noncharitable inter vivos trust consisting of trust property having a total value less than two hundred thousand dollars may terminate the trust if the trustee concludes that the value of the trust property is insufficient to justify the cost of administration. The provisions of this subsection shall not apply to a trust established pursuant to 42 USC 1396p(d)(4)(A) or (C), as amended from time to time.(b) The court may modify or terminate a noncharitable testamentary or inter vivos trust or remove the trustee of the trust and appoint a different trustee if it determines that the value of the trust property is insufficient to justify the cost of administration relative to the material purposes of the trust. Notwithstanding the provisions of this subsection, the court may not terminate a testamentary or inter vivos trust established pursuant to 42 USC 1396p(d)(4)(A) or (C), as amended from time to time. The court may only modify a trust established pursuant to 42 USC 1396p(d)(4)(A) or (C), as amended from time to time to ensure compliance with the requirements of federal law or to modify any individual's contingent beneficial interest that is available only after repayment to this state or another state for (1) medical assistance provided; and (2) all claims for which this state would have claims against the estate of the deceased beneficiary that have not previously been paid or reimbursed. The provisions of this subsection providing for repayment of medical assistance to the state for trusts established under 42 USC 1396p(d)(4)(A) or (C), as amended from time to time are presumed to be a material purpose of the trust.(c) Upon termination of a trust under this section, the trustee shall distribute the trust property: (1) In a manner consistent with the purposes of the trust; or (2) if the termination is approved by the court, as directed by the court after considering the material purposes of the trust.(d) The provisions of this section do not apply to an easement for conservation or preservation.(P.A. 19-137, S. 35.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499iii (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499iii - Enforcement and defense of claims.

 A trustee shall take reasonable steps to enforce claims of the trust and to defend claims against the trust.(P.A. 19-137, S. 61.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499j (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499j - Others treated as qualified beneficiaries.

 (a) Whenever notice to qualified beneficiaries of a trust is required under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, the trustee shall also give notice to: (1) A representative designated under section 45a-499u to receive notices on the beneficiary's behalf; and (2) any other beneficiary who sent the trustee a request for notice.(b) A charitable organization expressly designated to receive distributions under the terms of a charitable trust has the rights of a qualified beneficiary under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, if the charitable organization, on the date the charitable organization's qualification is being determined: (1) Is a distributee or permissible distributee of trust income or principal; (2) would be a distributee or permissible distributee of trust income or principal upon termination of the interests of other distributees or permissible distributees then receiving or eligible to receive distributions; or (3) would be a distributee or permissible distributee of trust income or principal if the trust terminated on such date.(c) The Attorney General has the rights of a qualified beneficiary with respect to a charitable trust if (1) the trust's principal place of administration in this state; or (2) either the primary charitable beneficiary or the intended charitable benefit is located in this state.(d) A person appointed to enforce a trust created for (1) the care of an animal under section 45a-489a, or (2) another noncharitable purpose as provided in section 45a-499cc, has the rights of a qualified beneficiary under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive.(e) A charitable organization shall be granted the rights of a qualified beneficiary under this section only if its interest in a charitable trust is not otherwise subject to any power of appointment, removal or any other power of termination on the date that its qualification is otherwise determined under this section.(P.A. 19-137, S. 10.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499jj (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499jj - Reformation of noncharitable trust to correct mistakes.

 The court may reform the terms of a noncharitable trust, even if unambiguous, to conform the terms to the settlor's intention if it is proved by clear and convincing evidence what the settlor's intention was and that the terms of the trust were affected by a mistake of fact or law, whether in expression or inducement.(P.A. 19-137, S. 36.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499jjj (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499jjj - Collecting trust property.

 A trustee shall take reasonable steps to compel a former trustee or other person to deliver trust property to the trustee and to redress a breach of trust known to the trustee to have been committed by a former trustee.(P.A. 19-137, S. 62.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499k (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499k - Nonjudicial settlement agreements.

 (a) For the purposes of this section, “interested persons” means persons whose consent would be required in order to achieve a binding settlement were the settlement to be approved by the court.(b) Except as provided in subsections (c) and (e) of this section, interested persons may enter into a binding, nonjudicial settlement agreement with respect to any matter involving an inter vivos trust.(c) A nonjudicial settlement agreement is valid only to the extent it does not violate a material purpose of the trust and includes terms and conditions that could be properly approved by the court under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, or other applicable law.(d) Matters that may be resolved by a nonjudicial settlement agreement include: (1) The interpretation or construction of the terms of the trust; (2) the approval of a trustee's report or accounting; (3) direction to a trustee to refrain from performing a particular act or the grant to a trustee of any necessary or desirable power; (4) the resignation or appointment of a trustee and the determination of a trustee's compensation; (5) transfer of a trust's principal place of administration; and (6) liability of a trustee for an action relating to the trust.(e) A nonjudicial settlement agreement may not modify or terminate an irrevocable trust. Such a modification or termination may be accomplished only under the provisions of sections 45a-499dd to 45a-499kk, inclusive.(f) An interested person may request the court to approve a nonjudicial settlement agreement to determine whether the representation provided pursuant to sections 45a-499q to 45a-499u, inclusive, was adequate and to determine whether the agreement contains terms and conditions the court could have properly approved.(P.A. 19-137, S. 11.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499kk (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499kk - Modification to achieve settlor's tax objectives.

 To achieve the settlor's tax objectives, the court may modify the terms of a trust in a manner that is not contrary to the settlor's probable intention. The court may provide that the modification has retroactive effect.(P.A. 19-137, S. 37.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499l (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499l - Insurable interest of trustee.

 A trustee has an insurable interest in the life of an individual insured under a life insurance policy that is owned by the trustee or that designates the trust itself as the owner if, on the date the policy is issued:(1) The insured is: (A) A settlor of the trust; or (B) an individual in whom a settlor of the trust has, or would have had if living at the time the policy was issued, an insurable interest; and(2) The life insurance proceeds are primarily for the benefit of one or more trust beneficiaries who have: (A) An insurable interest in the life of the insured; or (B) a substantial interest engendered by love and affection in the continuation of the life of the insured and, if not already included under subdivision (1) of this section, who are: (i) Related within the third degree or closer, as measured by the law of this state for determining degrees of relation, either by blood or law, to the insured; or (ii) stepchildren of the insured.(P.A. 19-137, S. 12.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499ll (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499ll - Combination and division of trusts.

 (a) After thirty days' notice to the qualified beneficiaries, the trustee of an inter vivos trust may combine two or more trusts into a single trust or divide a trust into two or more separate trusts, if the result does not impair rights of a beneficiary or adversely affect achievement of the purposes of the trust.(b) The trustee of a testamentary trust, with court approval, may combine the trust with another trust or divide the trust into two or more separate trusts if the result does not impair rights of a beneficiary or adversely affect achievement of the purposes of the trust.(P.A. 19-137, S. 38.)History: P.A. 19-137 effective January 1, 2020.