reglab/housing_qa huggingface dataset:
CT Gen Stat § 45a-487s (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-487s - Applicability of sections 45a-487k to 45a-487r to qualified dispositions.

 The provisions of this section and sections 45a-487k to 45a-487r, inclusive, apply to qualified dispositions made on or after January 1, 2020.(P.A. 19-137, S. 108.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-487t (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-487t - Applicability of rules.

 (a) Except as otherwise provided in sections 45a-487j to 45a-487s, inclusive, and 45a-499a to 45a-500s, inclusive, on January 1, 2020, the following rules apply:(1) Sections 45a-487j to 45a-487s, inclusive, and 45a-499a to 45a-500s, inclusive, apply to all trusts created before, on or after January 1, 2020.(2) Sections 45a-487j to 45a-487s, inclusive, and 45a-499a to 45a-500s, inclusive, apply to all judicial proceedings concerning trusts commenced on or after January 1, 2020.(3) Sections 45a-487j to 45a-487s, inclusive, and 45a-499a to 45a-500s, inclusive, apply to judicial proceedings concerning trusts commenced before January 1, 2020, unless the court in which the judicial proceeding is pending finds that application of a particular provision of sections 45a-487j to 45a-487s, inclusive, and 45a-499a to 45a-500s, inclusive, would substantially interfere with the effective conduct of the judicial proceedings or prejudice the rights of the parties. If the court finds substantial interference or prejudice, the particular provision of sections 45a-487j to 45a-487s, inclusive, and 45a-499a to 45a-500s, inclusive, do not apply and the superseded law applies.(4) Any rule of construction or presumption provided in sections 45a-487j to 45a-487s, inclusive, and 45a-499a to 45a-500s, inclusive, applies to trust instruments executed before January 1, 2020, unless there is a clear indication of a contrary intent in the terms of the trust.(5) An act done before January 1, 2020, is not affected by sections 45a-487j to 45a-487s, inclusive, and 45a-499a to 45a-500s, inclusive.(b) If a right is acquired, extinguished or barred upon the expiration of a prescribed period that has commenced to run under any provision of the general statutes, other than sections 45a-487j to 45a-487s, inclusive, and 45a-499a to 45a-500s, inclusive, before January 1, 2020, the provision of the general statutes continues to apply to the right even if the provision has been repealed or superseded.(P.A. 19-137, S. 109.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-488 (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-488 - Division of trust for benefit of beneficiaries. Approval by beneficiaries required.

 Section 45a-488 is repealed, effective January 1, 2020.(P.A. 95-82; P.A. 01-195, S. 25, 181; P.A. 19-137, S. 123.)
CT Gen Stat § 45a-489 (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-489 - Title and beneficial interest in property held in trust not merged nor trust invalidated, when.

 (a) The legal title to and the beneficial interest in property that is held in trust are not merged, nor is a trust invalidated, because any person, including the settlor of the trust, is or may become the sole trustee and the sole holder of any or all beneficial interests therein, whether any such interest be vested or contingent, present or future, and whether created by express provision of the trust instrument or as a result of reversion to the settlor's estate.(b) This section shall be applicable to all trusts whether created before, on or after October 1, 1999. Nothing in this section shall be construed to invalidate any trust created prior to October 1, 1999.(P.A. 99-103.)
CT Gen Stat § 45a-490 (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-490 - Short title: Uniform Statutory Rule Against Perpetuities.

 Sections 45a-490 to 45a-496, inclusive, may be cited as the “Uniform Statutory Rule Against Perpetuities”.(P.A. 89-44, S. 1.)
CT Gen Stat § 45a-492 (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-492 - When nonvested property interest or power of appointment created.

 (a) Except as provided in subsections (b) and (c) of this section and in subsection (a) of section 45a-495, the time of creation of a nonvested property interest or a power of appointment is determined under general principles of property law.(b) For purposes of sections 45a-490 to 45a-496, inclusive, if there is a person who alone can exercise a power created by a governing instrument to become the unqualified beneficial owner of (1) a nonvested property interest or (2) a property interest subject to a power of appointment described in subsection (b) or (c) of section 45a-491, the nonvested property interest or power of appointment is created when the power to become the unqualified beneficial owner terminates.(c) For purposes of sections 45a-490 to 45a-496, inclusive, a nonvested property interest or a power of appointment arising from a transfer of property to a previously funded trust or other existing property arrangement is created when the nonvested property interest or power of appointment in the original contribution was created.(P.A. 89-44, S. 3.)
CT Gen Stat § 45a-493 (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-493 - Reformation.

 Upon the petition of an interested person, a court shall reform a disposition in the manner that most closely approximates the transferor's manifested plan of distribution and is within the ninety years allowed by subdivision (2) of subsection (a), (b) or (c) of section 45a-491 if:(1) A nonvested property interest or a power of appointment becomes invalid under section 45a-491;(2) A class gift is not but might become invalid under section 45a-491 and the time has arrived when the share of any class member is to take effect in possession or enjoyment; or(3) A nonvested property interest that is not validated by subdivision (1) of subsection (a) of section 45a-491 can vest but not within ninety years after its creation.(P.A. 89-44, S. 4.)
CT Gen Stat § 45a-494 (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-494 - Exclusions from statutory rule against perpetuities.

 The provisions of section 45a-491 do not apply to:(1) A nonvested property interest or a power of appointment arising out of a nondonative transfer, except a nonvested property interest or a power of appointment arising out of (A) a premarital or postmarital agreement, (B) a separation or divorce settlement, (C) a spouse's election, (D) a similar arrangement arising out of a prospective, existing or previous marital relationship between the parties, (E) a contract to make or not to revoke a will or trust, (F) a contract to exercise or not to exercise a power of appointment, (G) a transfer in satisfaction of a duty of support, or (H) a reciprocal transfer;(2) A fiduciary's power relating to the administration or management of assets, including the power of a fiduciary to sell, lease or mortgage property, and the power of a fiduciary to determine principal and income;(3) A power to appoint a fiduciary;(4) A discretionary power of a trustee to distribute principal before termination of a trust to a beneficiary having an indefeasibly vested interest in the income and principal;(5) A nonvested property interest held by a charity, government or governmental agency or subdivision, if the nonvested property interest is preceded by an interest held by another charity, government or governmental agency or subdivision;(6) A nonvested property interest in or a power of appointment with respect to a trust or other property arrangement forming part of a pension, profit-sharing, stock bonus, health, disability, death benefit, income deferral or other current or deferred benefit plan for one or more employees, independent contractors or their beneficiaries or spouses, to which contributions are made for the purpose of distributing to or for the benefit of the participants or their beneficiaries or spouses the property, income or principal in the trust or other property arrangement, except a nonvested property interest or a power of appointment that is created by an election of a participant or a beneficiary or spouse; or(7) A property interest, power of appointment or arrangement that was not subject to the common-law rule against perpetuities or is excluded by another statute of this state.(P.A. 89-44, S. 5.)
CT Gen Stat § 45a-495 (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-495 - Prospective application.

 (a) Except as extended by subsection (b) of this section, sections 45a-490 to 45a-496, inclusive, apply to a nonvested property interest or a power of appointment that is created on or after October 1, 1989. For purposes of this section, a nonvested property interest or a power of appointment created by the exercise of a power of appointment is created when the power is irrevocably exercised or when a revocable exercise becomes irrevocable.(b) If a nonvested property interest or a power of appointment was created before October 1, 1989, and is determined in a judicial proceeding, commenced on or after October 1, 1989, to violate this state's rule against perpetuities as that rule existed before October 1, 1989, a court upon the petition of an interested person may reform the disposition in the manner that most closely approximates the transferor's manifested plan of distribution and is within the limits of the rule against perpetuities applicable when the nonvested property interest or power of appointment was created.(P.A. 89-44, S. 6; P.A. 90-230, S. 59, 101.)History: P.A. 90-230 made a technical change in Subsec. (b).
CT Gen Stat § 45a-496 (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-496 - Uniformity of application and construction.

 Sections 45a-490 to 45a-496, inclusive, shall be applied and construed to effectuate their general purpose to make uniform the law with respect to the subject of said sections among states enacting them.(P.A. 89-44, S. 7.)
CT Gen Stat § 45a-499a (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499a - Short title: “Connecticut Uniform Trust Code”.

 This section and sections 45a-499b to 45a-500s, inclusive, may be cited as the “Connecticut Uniform Trust Code”.(P.A. 19-137, S. 1.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499aa (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499aa - Creation of trust induced by fraud, duress or undue influence.

 A trust or a provision of a trust is void to the extent its creation was induced by fraud, duress or undue influence.(P.A. 19-137, S. 27.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499aaa (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499aaa - Duty to administer trust.

 Upon acceptance of a trusteeship, the trustee shall administer the trust (1) in good faith; (2) in accordance with its terms and purposes, settlor's intent and the interests of the beneficiaries; and (3) in accordance with sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive.(P.A. 19-137, S. 53.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499b (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499b - Scope.

 (a) Sections 45a-499a to 45a-500s, inclusive, apply to express trusts, whether testamentary or inter vivos, and to trusts created pursuant to a statute, judgment or decree that requires the trust to be administered in the manner of an express trust.(b) Except as expressly set forth in sections 45a-499a to 45a-500s, inclusive, sections 45a-499a to 45a-500s, inclusive, do not apply to a charitable trust, as defined in subdivision (5) of section 45a-499c.(c) Sections 45a-499a to 45a-500s, inclusive, do not apply to statutory trusts created pursuant to chapter 615.(d) No provision of sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, as such provision may be applied to a trust established pursuant to and in compliance with 42 USC 1396p(d)(4), as amended from time to time, shall be interpreted in a manner that is inconsistent with, or that contravenes, the provisions of federal law; nor shall any court having jurisdiction over any such trust issue an order, judgment, decree or ruling, that is inconsistent with, or that contravenes, the provisions of federal law.(P.A. 19-137, S. 2.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499bb (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499bb - Evidence of oral trust.

 Except as required by any provision of the general statutes other than sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, a trust need not be evidenced by a written trust instrument, but the creation and terms of an oral trust, other than a charitable trust, may be established only by clear and convincing evidence.(P.A. 19-137, S. 28.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499cc (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499cc - Noncharitable trust without ascertainable beneficiary.

 Except as otherwise provided in the general statutes, the following rules apply to a trust created pursuant to this section:(1) A trust may be created for a noncharitable purpose without a definite or definitely ascertainable beneficiary or for a noncharitable but otherwise valid purpose to be selected by the trustee. The trust may not be enforced for more than ninety years. The ninety-year period specified in this subdivision applies only to trusts that become irrevocable on or after January 1, 2020.(2) A trust authorized by this section may be enforced by a person appointed in the terms of the trust or, if no person is appointed, by a person appointed by the court.(3) Property of a trust authorized by this section may be applied only to its intended use, except to the extent the court determines that the value of the trust property exceeds the amount required for the intended use. Except as otherwise provided in the terms of the trust, property not required for the intended use shall be distributed to (A) the settlor, if then living; or (B) if the settlor is not living, to the settlor's successors in interest.(P.A. 19-137, S. 29.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499ccc (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499ccc - Impartiality.

 If a trust has two or more beneficiaries, the trustee shall act impartially in investing, managing and distributing the trust property, giving due regard to the beneficiaries' respective interests.(P.A. 19-137, S. 55.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499d (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499d - Knowledge.

 (a) Subject to subsection (b) of this section, for the purposes of sections 45a-499a to 45a-500s, inclusive, a person has knowledge of a fact if the person (1) has actual knowledge of the fact; (2) has received a notice or notification of the fact; or (3) from all the facts and circumstances known to the person at the time in question, has reason to know the fact.(b) An organization that conducts activities through employees has notice or knowledge of a fact involving a trust only from the time the information was received by an employee having responsibility to act for the trust, or from the time the information would have been brought to the employee's attention if the organization had exercised reasonable diligence. An organization exercises reasonable diligence if it maintains reasonable routines for communicating significant information to the employee having responsibility to act for the trust and there is reasonable compliance with the routines. Reasonable diligence does not require an employee of the organization to communicate information unless the communication is part of the individual's regular duties or the individual knows a matter involving the trust would be materially affected by the information.(P.A. 19-137, S. 4.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499dd (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499dd - Modification or termination of trust; proceedings for approval or disapproval.

 (a) In addition to the methods of termination prescribed by sections 45a-499ee, 45a-499ff and 45a-499ii, a noncharitable trust terminates to the extent the trust is revoked or expires pursuant to its terms.(b) A charitable trust may be terminated only in accordance with the provisions of section 45a-499gg, 45a-499hh or 45a-520.(c) A proceeding to approve or disapprove a proposed modification or termination of a trust under sections 45a-499ee to 45a-499kk, inclusive, or trust combination or division under section 45a-499ll may be commenced by a trustee or beneficiary. The settlor of a charitable trust or a person designated by the settlor who would not otherwise have standing may maintain a proceeding to modify the trust under section 45a-499gg or 45a-499hh if the trust instrument expressly grants the settlor or the person the right to do so.(d) The trustee is a necessary party in any proceeding under sections 45a-499ee to 45a-499ll, inclusive. The trustee may appeal any order, denial or decree under sections 45a-499ee to 45a-499ll, inclusive.(P.A. 19-137, S. 30.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499ddd (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499ddd - Prudent administration.

 A trustee shall administer the trust as a prudent person would, by considering the purposes, terms, distributional requirements and other circumstances of the trust. In satisfying this standard, the trustee shall exercise reasonable care, skill and caution.(P.A. 19-137, S. 56.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499e (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499e - Default and mandatory rules.

 (a) Except as provided in the terms of the trust, sections 45a-499a to 45a-500s, inclusive, govern the duties and powers of a trustee, relations among trustees and the rights and interests of a beneficiary.(b) The terms of a trust prevail over each provision of sections 45a-499a to 45a-500s, inclusive, except: (1) The requirements for creating a trust; (2) the duty of a trustee to act in good faith and in accordance with the terms and purposes of the trust; (3) the requirement of section 45a-499y that a trust have a purpose that is lawful and not contrary to public policy; (4) the power of the court to modify or terminate a trust under sections 45a-499ee to 45a-499kk, inclusive; (5) the power of the court under section 45a-499ss to require, dispense with, modify or terminate a bond; (6) the power of the court under section 45a-499yy to adjust a trustee's compensation specified in the terms of the trust that is unreasonably low or high; (7) the duty under subdivisions (2) and (3) of subsection (b) of section 45a-499kkk to notify each qualified beneficiary of an irrevocable trust who has attained twenty-five years of age, or the designated representative of the qualified beneficiary, if any, of the existence of the trust, of the identity of the trustee, and of the right of the qualified beneficiary to request a trustee's report; (8) the duty under subsections (a) and (c) of section 45a-499kkk to respond to the request of a qualified beneficiary of an irrevocable trust or the designated representative of the qualified beneficiary, if any, for a trustee's report and other information reasonably related to the administration of a trust; (9) the effect of an exculpatory term under section 45a-499uuu; (10) the rights under sections 45a-499www to 45a-499zzz, inclusive, of a person other than a trustee or beneficiary; (11) periods of limitation for commencing a judicial proceeding; (12) the power of the court to take the action and exercise the jurisdiction necessary in the interests of justice; (13) the jurisdiction of the court as provided in sections 45a-499o and 45a-499p; and (14) the provisions of sections 45a-499a to 45a-500d, inclusive, dealing with judicial supervision of testamentary trusts.(P.A. 19-137, S. 5.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-499ee (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-499ee - Modification or termination of noncharitable irrevocable trust by consent.

 (a) If the court finds that the settlor, the trustee and all beneficiaries consent to the modification or termination of a noncharitable irrevocable trust, the court may approve the modification or termination even if the modification or termination is inconsistent with a material purpose of the trust. A settlor's power to consent to a trust's modification or termination may be exercised by (1) an agent under a power of attorney only to the extent expressly authorized by the power of attorney or the terms of the trust; or (2) the settlor's conservator with the approval of the court supervising the conservatorship. This subsection does not apply to irrevocable trusts created before, or revocable trusts that become irrevocable before, January 1, 2020.(b) A noncharitable irrevocable trust may be (1) terminated upon consent of all of the beneficiaries if the court concludes that continuance of the trust is not necessary to achieve any material purpose of the trust; and (2) modified upon consent of all of the beneficiaries if the court concludes that modification is not inconsistent with a material purpose of the trust.(c) A spendthrift provision in the terms of the trust is not presumed to constitute a material purpose of the trust.(d) Upon termination of a trust under subsection (a) or (b) of this section, the trustee shall distribute the trust property as agreed by the beneficiaries and approved by the court.(e) If not all of the beneficiaries consent to a proposed modification or termination of the trust under subsection (a) or (b) of this section, the modification or termination may be approved by the court if the court is satisfied that:(1) If all of the beneficiaries had consented, the trust could have been modified or terminated under this section; and(2) The interests of a beneficiary who does not consent will be adequately protected.(f) 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 approve a proposed modification of the terms of such 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. 31.)History: P.A. 19-137 effective January 1, 2020.