reglab/housing_qa huggingface dataset:
CT Gen Stat § 45a-499lll (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499lll - Discretionary powers; tax savings.

 (a) Notwithstanding the breadth of discretion granted to a trustee in the terms of the trust, including the use of terms such as “absolute”, “sole” or “uncontrolled”, the trustee shall exercise a discretionary power in good faith and in accordance with the terms and purposes of the trust, settlor's intent and the interests of the beneficiaries.(b) Subject to subsection (d) of this section, and unless the terms of the trust expressly indicate that a provision in this subsection does not apply:(1) A person, other than a settlor, who is a beneficiary and trustee of a trust that confers on the trustee a power to make discretionary distributions to or for the trustee's personal benefit, may exercise the power only in accordance with an ascertainable standard relating to the trustee's individual health, education, support or maintenance within the meaning of Section 2041(b)(1)(A) or 2514(c)(1) of the Internal Revenue Code of 1986, or any subsequent corresponding internal revenue code of the United States, as amended from time to time; and(2) A trustee may not exercise a power to make discretionary distributions to satisfy a legal obligation of support that the trustee personally owes another person.(c) A power to make discretionary distributions, the exercise of which is limited or prohibited by subsection (b) of this section, may be exercised by a majority of the remaining trustees whose exercise of such power is not so limited or prohibited. If the exercise of the power by all trustees is so limited or prohibited, the court may appoint a special fiduciary with authority to exercise the power.(d) Subsection (b) of this section does not apply to: (1) A power held by the settlor's spouse who is the trustee of a trust for which a marital deduction, as described in Section 2056(b)(5) or 2523(e) of the Internal Revenue Code of 1986, or any subsequent corresponding internal revenue code of the United States, as amended from time to time, was previously allowed; (2) a trust during any period that the trust may be revoked or amended by its settlor; or (3) a trust, if contributions to the trust qualify for the annual exclusion under Section 2503(c) of said Internal Revenue Code.(P.A. 19-137, S. 64.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499m (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499m - Role of court in administration of trust.

 (a) A testamentary trust is subject to continuing judicial supervision.(b) An inter vivos trust is not subject to continuing judicial supervision.(P.A. 19-137, S. 13.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499mm (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499mm - Personal obligations of trustee.

 Trust property is not subject to personal obligations of the trustee, even if the trustee becomes insolvent or bankrupt.(P.A. 19-137, S. 39.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499mmm (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499mmm - General powers of trustee.

 (a) A trustee, without authorization by the court, may exercise: (1) Powers conferred by the terms of the trust; and (2) except as limited by the terms of the trust, (A) all powers over the trust property which an unmarried competent owner has over individually owned property; (B) any other powers appropriate to achieve the proper investment, management and distribution of the trust property; and (C) any other power conferred by sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive.(b) The exercise of a power is subject to the fiduciary duties prescribed by sections 45a-499aaa to 45a-499ooo, inclusive.(P.A. 19-137, S. 65.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499n (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499n - Jurisdiction over trustee and beneficiary.

 (a) If a trustee accepts trusteeship of a trust having its principal place of administration in this state or moves the principal place of administration to this state, the trustee submits personally to the jurisdiction of the courts of this state regarding any matter involving the trust.(b) With respect to their interests in the trust, the beneficiaries of a trust having its principal place of administration in this state are subject to the jurisdiction of the courts of this state regarding any matter involving the trust. If a beneficiary accepts a distribution from such a trust, the beneficiary submits personally to the jurisdiction of the courts of this state regarding any matter involving the trust.(c) This section shall not preclude other methods of obtaining jurisdiction over a trustee, beneficiary or other person receiving property from the trust.(d) Notwithstanding the provisions of subsections (a) to (c), inclusive, of this section, the courts of this state have jurisdiction over the trustee of a charitable trust if either the primary charitable beneficiary or the intended charitable benefit is located in this state.(P.A. 19-137, S. 14.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499nn (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499nn - Limitations on beneficiary's creditor to attach or compel distribution of property.

 (a) For all purposes under this section and section 45a-499mm, a creditor of a beneficiary, other than a creditor of the settlor if the settlor is a beneficiary of the trust, may not attach or compel a distribution of property that is subject to:(1) A power of withdrawal held by the beneficiary if the value of the property subject to the power does not exceed the greater of the amount specified in Section 2041(b)(2) or 2514(e) of the Internal Revenue Code of 1986, or any subsequent corresponding internal revenue code of the United States, as amended from time to time, and the regulations thereunder, or Section 2503(b) of said Internal Revenue Code and the regulations thereunder, in each case as in effect on January 1, 2020;(2) A power, whether mandatory or discretionary, held by the trustee of the trust, including a power held by the beneficiary as the sole trustee or a cotrustee of the trust, to make distributions to or for the benefit of the beneficiary, if the power is exercisable by the trustee only in accordance with an ascertainable standard relating to such beneficiary's individual health, education, support or maintenance within the meaning of Section 2041(b)(1)(A) or 2514(c)(1) of the Internal Revenue Code of 1986, or any subsequent corresponding internal revenue code of the United States, as amended from time to time, and the regulations thereunder, as in effect on January 1, 2020; or(3) A power, whether mandatory or discretionary, held by the trustee of the trust, including a power held by the beneficiary as the sole trustee or a cotrustee of the trust, to make distributions to or for the benefit of a person who the beneficiary has an obligation to support, if the power is exercisable by the trustee only in accordance with an ascertainable standard relating to such person's individual health, education, support or maintenance within the meaning of Section 2041(b)(1)(A) or 2514(c)(1) of the Internal Revenue Code of 1986, or any subsequent corresponding internal revenue code of the United States, as amended from time to time, and the regulations thereunder, as in effect on January 1, 2020.(b) A beneficiary holding a power set forth in subsection (a) of this section shall not, during the period the power may be exercised or upon the lapse, release or waiver of the power, be treated as a settlor of the trust.(c) This section and section 45a-499mm do not apply to statutory trusts created pursuant to chapter 615 to the extent inconsistent with the terms of said chapter.(P.A. 19-137, S. 40.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499ooo (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499ooo - Distribution of trust property upon termination.

 (a) Upon termination or partial termination of a trust, the trustee may send to the qualified beneficiaries a proposal for distribution. If the proposal informed the beneficiary of the right to object and of the time allowed for objection, the right of any beneficiary, to whom the trustee has sent the proposal, to object to the proposed distribution terminates if the beneficiary does not notify the trustee of an objection not later than thirty days after the date on which the proposal was sent.(b) Upon the occurrence of an event terminating or partially terminating a trust, the trustee shall proceed expeditiously to distribute the trust property to the persons entitled to it, subject to the right of the trustee to retain a reasonable reserve for the payment of debts, expenses and taxes.(c) A release by a beneficiary of a trustee from liability for breach of trust is invalid to the extent: (1) It was induced by improper conduct of the trustee; or (2) the beneficiary, at the time of the release, did not know of the beneficiary's rights or of the material facts relating to the breach.(d) The provisions of this section do not apply to testamentary trusts.(P.A. 19-137, S. 67.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499p (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499p - Venue.

 (a) Process for a proceeding in the Superior Court concerning a trust shall be returnable as provided in chapter 890.(b) A petition to commence a proceeding in a Probate Court concerning a testamentary trust shall be filed with:(1) The court that admitted the settlor's will to probate; or(2) If the trust was established pursuant to a court order, the court that issued the order or the court to which the trust was subsequently transferred pursuant to rules of procedure adopted by the Supreme Court under section 45a-78.(c) A petition to commence a proceeding in a Probate Court concerning an inter vivos trust shall be filed with the court for the probate district:(1) Where the principal place of administration of the trust is located;(2) Where a trustee or successor trustee resides or has a place of business;(3) Where a trust asset is maintained or evidence of intangible property held by the trust is situated;(4) Where the settlor resides;(5) If the settlor is deceased, where the settlor's will was admitted to probate or that granted administration of the settlor's estate, or where the settlor resided immediately before death; or(6) If a trust has no trustee, where a beneficiary resides or, if the beneficiary is not an individual, where the beneficiary has a place of business.(P.A. 19-137, S. 16.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499pp (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499pp - Settlor's powers; powers of withdrawal.

 (a) To the extent a trust is revocable by a settlor, a trustee may follow a direction of the settlor that is contrary to the terms of the trust. To the extent a trust is revocable by a settlor in conjunction with a person other than a trustee or person holding an adverse interest, the trustee may follow a direction from the settlor and the other person holding the power to revoke even if the direction is contrary to the terms of the trust.(b) To the extent a trust is revocable and the settlor has capacity to revoke the trust, rights of the beneficiaries are subject to the control of, and the duties of the trustee are owed exclusively to, the settlor.(c) During the period the power may be exercised, the holder of a power of withdrawal has the rights of a settlor of a revocable trust under this section to the extent of the property subject to the power.(P.A. 19-137, S. 42.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499ppp (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499ppp - Breach of trust.

 A violation by a trustee of a duty the trustee owes to a beneficiary is a breach of trust.(P.A. 19-137, S. 68.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499q (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499q - Representation: Basic effect.

 (a) Notice to a person who may represent and bind another person under this section and sections 45a-499r to 45a-499u, inclusive, has the same effect as if notice were given directly to the other person.(b) The consent of a person who may represent and bind another person under this section and sections 45a-499r to 45a-499u, inclusive, is binding on the person represented unless the person represented objects to the representation before the consent would otherwise have become effective.(c) Except as provided in section 45a-499oo, a person that, pursuant to this section and sections 45a-499r to 45a-499u, inclusive, may represent a settlor who lacks capacity may receive notice and give a binding consent on the settlor's behalf.(d) A settlor may not represent and bind a beneficiary under this section with respect to the termination or modification of a trust under sections 45a-499ee and 45a-499ff.(e) This section and sections 45a-499r to 45a-499u, inclusive, of this act, shall apply to all judicial proceedings and all nonjudicial settlements, agreements or actions (1) under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive; and (2) under any other provisions of the general statutes pertaining to trust matters. As used in this subsection, “trust matters” means (A) any property or interest in property held as part of a trust; (B) actions by or against a trust or by or against the trustee of the trust, in its capacity as trustee; (C) proceedings for the interpretation of a document creating a trust or other instrument pursuant to which property is held by a trustee; (D) accountings, whether intermediate or final, of any trustee; and (E) any other matter concerning the administration of a trust. Any reference to a trust in this section and sections 45a-487b to 45a-487f, inclusive, includes both testamentary and inter vivos trusts.(f) As used in this section, “represent” shall not be construed to permit a person who has not been admitted as an attorney pursuant to section 51-80 to serve as legal counsel for any other person in any matter arising under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive.(P.A. 19-137, S. 17.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499qq (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499qq - Limitation on action contesting validity of revocable trust; distribution of trust property.

 (a) A person may commence a judicial proceeding to contest the validity of a trust that was revocable at the settlor's death within the earlier of:(1) One year after the settlor's death; or(2) One hundred twenty days after the date on which the trustee sent the person a copy of the trust instrument and a notice informing the person of the trust's existence, of the trustee's name and address, and of the time allowed for commencing a proceeding. The trustee may provide the documentation and information set forth in this subdivision to (A) all persons who would be entitled to notice of the application for probate of a will or administration of an intestate estate or to notice of the admission of a will to probate or the granting of letters of administration; and (B) the beneficiaries of the trust and all persons whose interests are, in the opinion of the trustee, adversely affected by the trust. The provisions of this subdivision shall not apply to a person if notice is sent to the designated representative for the person but not to the person.(b) Upon the death of the settlor of a trust that was revocable at the settlor's death, the trustee may proceed to distribute the trust property in accordance with the terms of the trust. The trustee is not subject to liability for doing so unless: (1) The trustee knows of a pending judicial proceeding contesting the validity of the trust; (2) a potential contestant has notified the trustee of a possible judicial proceeding to contest the trust and a judicial proceeding is commenced not later than sixty days after the date on which the contestant sent the notification; or (3) the trustee failed to give notice in accordance with section 45a-499kkk.(c) If the court determines that a distribution to a beneficiary of a trust is invalid, the beneficiary is liable to return the distribution received.(P.A. 19-137, S.43.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499qqq (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499qqq - Damages in absence of breach.

 (a) A trustee is accountable to an affected beneficiary for any profit made by the trustee arising from administration of the trust, even absent a breach of trust.(b) Absent a breach of trust, a trustee is not liable to a beneficiary for a loss or depreciation in the value of trust property or for not having made a profit.(P.A. 19-137, S. 69.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499r (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499r - Representation by holder of general testamentary power of appointment.

 To the extent there is no conflict of interest between the holder of a power of appointment and a person represented with respect to the particular question or dispute: (1) The sole holder or all coholders of a power of appointment, whether or not presently exercisable, represent the potential appointees; and (2) the sole holder or all coholders of a power of revocation or a general power of appointment, including one in the form of a power of amendment, represent the takers in default of the exercise of the power.(P.A.19-137, S. 18.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499rr (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499rr - Accepting or declining trusteeship.

 (a) Except as provided in subsection (c) of this section, a person designated as trustee accepts the trusteeship: (1) By substantially complying with a method of acceptance provided in the terms of the trust; (2) if the terms of the trust do not provide a method or the method provided in the terms is not expressly made exclusive, by accepting delivery of the trust property, exercising powers or performing duties as trustee, or otherwise indicating acceptance of the trusteeship; or (3) in the case of a testamentary trust, filing an acceptance of trust in the court with jurisdiction over the trust.(b) A person designated as trustee who has not yet accepted the trusteeship may reject the trusteeship. A designated trustee who does not accept the trusteeship within a reasonable period after knowing of the designation is deemed to have rejected the trusteeship.(c) A person designated as trustee, without accepting the trusteeship, may: (1) Act to preserve the trust property if, within a reasonable period after acting, the person sends a rejection of the trusteeship to the settlor or, if the settlor is dead or lacks capacity, to a qualified beneficiary; and (2) inspect or investigate trust property (A) to determine potential liability under state or federal environmental or other law; or (B) for any other purpose.(P.A. 19-137, S. 44.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499rrr (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499rrr - Limitation of action against trustee.

 (a) A beneficiary may not commence a proceeding against a trustee for breach of trust more than one year after the date on which the beneficiary or a representative of the beneficiary was sent a report that adequately disclosed the existence of a potential claim for breach of trust and informed the beneficiary of the time allowed for commencing a proceeding.(b) A report adequately discloses the existence of a potential claim for breach of trust if it provides sufficient information so that the beneficiary or representative knows of the potential claim or should have inquired into its existence.(c) If subsection (a) of this section does not apply, a judicial proceeding by a beneficiary against a trustee for breach of trust shall be commenced not later than three years after the first to occur of: (1) The removal, resignation or death of the trustee; (2) the termination of the beneficiary's interest in the trust; or (3) the termination of the trust.(d) In a proceeding involving a charitable trust, any notice that is required to be given to the Attorney General shall include a copy of the trust instrument.(e) The provisions of this section do not apply to testamentary trusts.(P.A. 19-137, S. 70.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499s (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499s - Representation by fiduciaries, parents and persons having substantially identical interests.

 (a) To the extent there is no conflict of interest between the representative and the person represented or among those being represented with respect to a particular question or dispute: (1) A conservator of the estate may represent and bind the estate that the conservator controls; (2) a conservator of the person or guardian of an adult with intellectual disability may, with court approval, represent and bind the conserved person if a conservator of the estate has not been appointed; (3) an agent having authority to do so may represent and bind the principal; (4) a trustee may represent and bind the beneficiaries of the trust; (5) an executor or administrator of a decedent's estate may represent and bind persons interested in the estate; and (6) if a guardian of the estate has not been appointed, a parent of a minor may represent and bind the parent's minor or unborn child.(b) Unless otherwise represented, a minor, an incapacitated or unborn individual, or a person whose identity or location is unknown and not reasonably ascertainable, may be represented by and bound by another person having a substantially identical interest with respect to the particular question or dispute, but only to the extent there is no conflict of interest between the representative and the person being represented.(P.A. 19-137, S. 19.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499ss (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499ss - Trustee's bond.

 (a) A trustee shall give bond to secure performance of the trustee's duties only if the court finds that a bond (1) is needed to protect the interests of the beneficiaries; or (2) is required by the terms of the trust and, in the case of noncharitable trusts, the court has not dispensed with the requirement of a bond.(b) The court may specify the amount of a bond, its liabilities and whether sureties are necessary. Except in the case of a charitable trust, the court may modify or terminate a bond at any time.(c) In addition to the requirements of this section, a testamentary trustee that is a foreign corporation shall comply with section 45a-206.(P.A. 19-137, S. 45.)History: P.A. 19-137 effective January 1, 2020.