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

 (a) Instead of furnishing a copy of the trust instrument to a person other than a beneficiary or, in the case of a charitable trust, the Attorney General's office, the trustee may furnish to the person a certification of trust containing the following information: (1) That the trust exists and the date the trust instrument was executed; (2) the identity of the settlor; (3) the identity and address of the currently acting trustee; (4) the powers of the trustee; (5) the revocability or irrevocability of the trust and the identity of any person holding a power to revoke the trust; (6) the authority of cotrustees to sign or otherwise authenticate and whether all or less than all are required in order to exercise powers of the trustee; (7) the trust's taxpayer identification number; and (8) the manner of taking title to trust property.(b) A certification of trust may be signed or otherwise authenticated by any trustee.(c) A certification of trust shall state that the trust has not been revoked, modified or amended in any manner that would cause the representations contained in the certification of trust to be incorrect.(d) A certification of trust need not contain the dispositive terms of a trust.(e) A recipient of a certification of trust may require the trustee to furnish copies of those excerpts from the original trust instrument and later amendments which designate the trustee and confer upon the trustee the power to act in the pending transaction.(f) A person who acts in reliance upon a certification of trust without knowledge that the representations contained in the certification are incorrect is not liable to any person for so acting and may assume without inquiry the existence of the facts contained in the certification. Knowledge of the terms of the trust may not be inferred solely from the fact that a copy of all or part of the trust instrument is held by the person relying upon the certification.(g) A person who in good faith enters into a transaction in reliance upon a certification of trust may enforce the transaction against the trust property as if the representations contained in the certification were correct.(h) A person making a demand for the trust instrument in addition to a certification of trust or excerpts is liable for damages, including legal fees and costs, if the court determines that the person did not act in good faith in demanding the trust instrument.(i) This section does not limit the right of a person to obtain a copy of the trust instrument in a judicial proceeding concerning the trust and does not limit the right of the Attorney General to notice under subsection (d) of section 45a-499rrr.(P.A. 19-137, S. 78.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500 (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500 - Uniformity of application and construction of trust.

 In applying and construing the uniform provisions of sections 45a-499a to 45a-500a, inclusive, consideration shall be given to the need to promote uniformity of the law with respect to the subject matter among states that enact the uniform provisions.(P.A. 19-137, S. 79.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500a (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500a - Severability clause.

 If any provision of this section or sections 45a-499a to 45a-500, inclusive, or its application to any person or circumstances is held invalid, the invalidity does not affect other provisions or applications of this section or sections 45a-499a to 45a-500, inclusive, which can be given effect without the invalid provision or application, and to this end the provisions of this section and sections 45a-499a to 45a-500, inclusive, are severable.(P.A. 19-137, S. 80.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500b (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500b - Short title: Connecticut Uniform Directed Trust Act.

 This section and sections 45a-500c to 45a-500s, inclusive, may be cited as the “Connecticut Uniform Directed Trust Act”.(P.A. 19-137, S. 81.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500c (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500c - Application; principal place of administration.

 Sections 45a-500b to 45a-500s, inclusive, apply to a trust, whenever created, that has its principal place of administration in this state, subject to the following rules:(1) If the trust was created before January 1, 2020, sections 45a-500b to 45a-500s, inclusive, apply only to a decision or action occurring on or after January 1, 2020.(2) If the principal place of administration of the trust is changed to this state on or after January 1, 2020, sections 45a-500b to 45a-500s, inclusive, apply only to a decision or action occurring on or after the date of the change.(P.A. 19-137, S. 82.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500d (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500d - Common law and principles of equity.

 The common law and principles of equity supplement sections 45a-500b to 45a-500s, inclusive, except to the extent modified by sections 45a-500b to 45a-500s, inclusive, or law of this state other than this act.(P.A. 19-137, S. 83.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500e (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500e - Exclusions.

 (a) As used in this section, “power of appointment” means a power that enables a person acting in a nonfiduciary capacity to designate a recipient of an ownership interest in or another power of appointment over trust property.(b) Sections 45a-500b to 45a-500s, inclusive, do not apply to a:(1) Power of appointment;(2) Power to appoint or remove a trustee or trust director;(3) Power of a settlor over a trust to the extent the settlor has a power to revoke the trust;(4) Power of a beneficiary over a trust to the extent the exercise or nonexercise of the power affects the beneficial interest of:(A) The beneficiary; or(B) Another beneficiary represented by the beneficiary under sections 45a-499q to 45a-499u, inclusive, with respect to the exercise or nonexercise of the power; or(5) Power over a trust if:(A) The terms of the trust provide that the power is held in a nonfiduciary capacity; and(B) The power is held in a nonfiduciary capacity to achieve the settlor's tax objectives under the Internal Revenue Code of 1986, or any subsequent corresponding internal revenue code of the United States, as amended from time to time.(c) Unless the terms of a trust provide otherwise, a power granted to a person to designate a recipient of an ownership interest in or power of appointment over trust property which is exercisable while the person is not serving as a trustee is a power of appointment and not a power of direction.(P.A. 19-137, S. 84.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500f (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500f - Powers of trust director.

 (a) Subject to section 45a-500g, the terms of a trust may grant a power of direction to a trust director.(b) Unless the terms of a trust provide otherwise: (1) A trust director may exercise any further power appropriate to the exercise or nonexercise of a power of direction granted to the director under subsection (a) of this section; and (2) trust directors with joint powers shall act by majority decision.(P.A. 19-137, S. 85.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500g (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500g - Limitations on trust director.

 A trust director is subject to the same rules as a trustee in a like position and under similar circumstances in the exercise or nonexercise of a power of direction or further power under subdivision (1) of subsection (b) of section 45a-500f regarding:(1) A payback provision in the terms of a trust necessary to comply with the reimbursement requirements of 42 USC 1396p(d)(4)(A), as amended from time to time; and(2) A charitable interest in the trust, including notice regarding the interest to the Attorney General.(P.A. 19-137, S. 86.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500h (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500h - Duty and liability of trust director.

 (a) Subject to the provisions of subsection (b) of this section, with respect to a power of direction or further power under subdivision (1) of subsection (b) of section 45a-500f:(1) A trust director has the same fiduciary duty and liability in the exercise or nonexercise of the power:(A) If the power is held individually, as a sole trustee in a like position and under similar circumstances; or(B) If the power is held jointly with a trustee or another trust director, as a cotrustee in a like position and under similar circumstances; and(2) The terms of the trust may vary the director's duty or liability to the same extent the terms of the trust could vary the duty or liability of a trustee in a like position and under similar circumstances.(b) Unless the terms of a trust provide otherwise, if a trust director is licensed, certified, or otherwise authorized or permitted by law other than sections 45a-500b to 45a-500s, inclusive, to provide health care in the ordinary course of the director's business or practice of a profession, to the extent the director acts in that capacity, the director has no duty or liability under sections 45a-500b to 45a-500s, inclusive.(c) The terms of a trust may impose a duty or liability on a trust director in addition to the duties and liabilities under this section.(P.A. 19-137, S. 87.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500i (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500i - Duty and liability of directed trustee.

 (a) Subject to the provisions of subsection (b) of this section, a directed trustee shall take reasonable action to comply with a trust director's exercise or nonexercise of a power of direction or further power under subdivision (1) of subsection (b) of section 45a-500f and the trustee is not liable for the action.(b) A directed trustee shall not comply with a trust director's exercise or nonexercise of a power of direction or further power under subdivision (1) of subsection (b) of section 45a-500f to the extent that by complying the trustee would engage in wilful misconduct.(c) An exercise of a power of direction under which a trust director may release a trustee or another trust director from liability for breach of trust is not effective if: (1) The breach involved the trustee's or other director's wilful misconduct; (2) the release was induced by improper conduct of the trustee or other director in procuring the release; or (3) at the time of the release, the director did not know the material facts relating to the breach.(d) A directed trustee that has reasonable doubt about its duty under this section may petition the court for instructions and the court shall have jurisdiction to provide such instructions.(e) The terms of a trust may impose a duty or liability on a directed trustee in addition to the duties and liabilities under this section.(P.A. 19-137, S. 88.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500j (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500j - Duty to provide information to trust director or trustee.

 (a) Subject to the provisions of section 45a-500k, a trustee shall provide information to a trust director to the extent the information is reasonably related to: (1) The powers or duties of the trustee; and (2) the powers or duties of the director.(b) Subject to the provisions of section 45a-500k, a trust director shall provide information to a trustee or another trust director to the extent the information is reasonably related to: (1) The powers or duties of the director; and (2) the powers or duties of the trustee or other director.(c) A trustee that acts in reliance on information provided by a trust director is not liable for a breach of trust to the extent the breach resulted from the reliance, unless by so acting the trustee engages in wilful misconduct.(d) A trust director that acts in reliance on information provided by a trustee or another trust director is not liable for a breach of trust to the extent the breach resulted from the reliance, unless by so acting the trust director engages in wilful misconduct.(P.A. 19-137, S. 89.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500k (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500k - No duty to monitor, inform or advise.

 (a) Unless the terms of a trust provide otherwise: (1) A trustee does not have a duty to: (A) Monitor a trust director; or (B) inform or give advice to a settlor, beneficiary, trustee or trust director concerning an instance in which the trustee might have acted differently than the director; and (2) by taking an action described in subdivision (1) of this subsection, a trustee does not assume the duty excluded in said subdivision.(b) Unless the terms of a trust provide otherwise: (1) A trust director does not have a duty to: (A) Monitor a trustee or another trust director; or (B) inform or give advice to a settlor, beneficiary, trustee or another trust director concerning an instance in which the director might have acted differently than a trustee or another trust director; and (2) by taking an action described in subdivision (1) of this subsection, a trust director does not assume the duty excluded by said subdivision.(P.A. 19-137, S. 90.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500l (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500l - Application to cotrustee.

 The terms of a trust may relieve a cotrustee from duty and liability with respect to another cotrustee's exercise or nonexercise of a power of the other cotrustee to the same extent that, in a directed trust, a directed trustee is relieved from duty and liability with respect to a trust director's power of direction under sections 45a-500i to 45a-500k, inclusive.(P.A. 19-137, S. 91.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500m (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500m - Limitation of action against trust director.

 (a) An action against a trust director for breach of trust must be commenced within the same limitation period as under section 45a-499rrr for an action for breach of trust against a trustee in a like position and under similar circumstances.(b) A financial report or accounting has the same effect on the limitation period for an action against a trust director for breach of trust that the financial report or accounting would have under section 45a-499rrr in an action for breach of trust against a trustee in a like position and under similar circumstances.(P.A. 19-137, S. 92.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500n (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500n - Defenses in action against trust director.

 In an action against a trust director for breach of trust, the director may assert the same defenses a trustee in a like position and under similar circumstances could assert in an action for breach of trust against the trustee.(P.A. 19-137, S. 93.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500o (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500o - Jurisdiction over trust director.

 (a) By accepting appointment as a trust director of a trust subject to sections 45a-500b to 45a-500s, inclusive, the director submits to personal jurisdiction of the courts of this state regarding any matter related to a power or duty of the director.(b) This section does not preclude other methods of obtaining jurisdiction over a trust director.(P.A. 19-137, S. 94.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500p (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500p - Office of trust director.

 Unless the terms of a trust provide otherwise, the rules applicable to a trustee apply to a trust director regarding the following matters:(1) Acceptance under section 45a-499rr;(2) Giving of bond to secure performance under section 45a-499ss;(3) Reasonable compensation under section 45a-499yy;(4) Resignation under section 45a-499vv;(5) Removal under section 45a-499ww; and(6) Vacancy and appointment of successor under section 45a-499uu.(P.A. 19-137, S. 95.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500q (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500q - Uniformity of application and construction.

 In applying and construing the uniform provisions of sections 45a-500b to 45a-500s, inclusive, consideration shall be given to the need to promote uniformity of the law with respect to its subject matter among states that enact it.(P.A. 19-137, S. 96.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500r (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500r - Relation to Electronic Signatures in Global and National Commerce Act.

 Sections 45a-500b to 45a-500s, inclusive, modify, limit and supersede the Electronic Signatures in Global and National Commerce Act, 15 USC 7001 et seq., but do not modify, limit or supersede Section 101(c) of said act, 15 USC 7001(c), or authorize electronic delivery of any of the notices described in Section 103(b) of said act, 15 USC 7003(b).(P.A. 19-137, S. 97.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-500s (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-500s - Application of Connecticut Uniform Directed Trust Act with respect to federal act.

 The provisions of this section and sections 45a-500b to 45a-500r, inclusive, governing the legal effect, validity or enforceability of electronic records or electronic signatures, and of contracts formed or performed with the use of the records or signatures, conform to the requirements of Section 102 of the Electronic Signatures in Global and National Commerce Act, 15 USC 7002 and supersede, modify and limit the requirements of that act.(P.A. 19-137, S. 98.)History: P.A. 19-137 effective January 1, 2020.
CT Gen Stat § 45a-502. (Formerly Sec. 45-96a) (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-502. (Formerly Sec. 45-96a) - “Majority” defined for trusts executed prior to October 1, 1972.

 When the word “majority” is used in a will or trust instrument executed prior to October 1, 1972, it shall be construed to mean a person who has attained the age of twenty-one.(1972, P.A. 127, S. 73.)History: Sec. 45-96a transferred to Sec. 45a-502 in 1991.Annotation to former section 45-96a:Cited. 168 C. 144.
CT Gen Stat § 45a-503. (Formerly Sec. 45-95) (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-503. (Formerly Sec. 45-95) - Rule against perpetuities. “Second look” doctrine.

 In applying the rule against perpetuities to an interest in real or personal property created before October 1, 1989, limited to take effect at or after the termination of one or more life estates in, or lives of, persons in being when the period of said rule commences to run, the validity of the interest shall be determined on the basis of facts existing at the termination of such one or more life estates or lives. For the purpose of this section, an interest which must terminate not later than the death of one or more persons is a life estate although it may terminate at an earlier time.(1955, S. 2912d; P.A. 89-44, S. 8.)History: P.A. 89-44 limited applicability of section to an interest created before October 1, 1989; Sec. 45-95 transferred to Sec. 45a-503 in 1991.Annotations to former section 45-95:Application of “second look” doctrine. 174 C. 616, 628. Cited. 213 C. 676.When contingent remainder not cured under section. 29 CS 275. Cited. 41 CS 79.
CT Gen Stat § 45a-504. (Formerly Sec. 45-96) (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-504. (Formerly Sec. 45-96) - Reduction of age contingency to preserve interest.

 If an interest in real or personal property created before October 1, 1989, would violate the rule against perpetuities as modified by section 45a-503 because such interest is contingent upon any person attaining or failing to attain an age in excess of twenty-one, the age contingency shall be reduced to twenty-one as to all persons subject to the same age contingency.(1955, S. 2913d; 1972, P.A. 127, S. 68; P.A. 73-35, S. 1, 2; P.A. 89-44, S. 9.)History: 1972 act reduced age of majority from 21 to 18; P.A. 73-35 returned applicable age to 21; P.A. 89-44 limited applicability of section to an interest created before October 1, 1989; Sec. 45-96 transferred to Sec. 45a-504 in 1991.Annotation to former section 45-96:Cited. 29 CS 275.
CT Gen Stat § 45a-505. (Formerly Sec. 45-97) (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-505. (Formerly Sec. 45-97) - Fee simple determinable or subject to right of entry to become absolute, when.

 A fee simple determinable in land or a fee simple in land subject to a right of entry for condition broken shall become a fee simple absolute if the specified contingency does not occur within thirty years from the date when such fee simple determinable or such fee simple subject to a right of entry becomes possessory. If such contingency occurs within such thirty years, the succeeding interest, which may be an interest in a person other than the person creating the interest or his heirs, shall become possessory or the right of entry exercisable notwithstanding the rule against perpetuities. If a fee simple determinable in land or a fee simple in land subject to a right of entry for condition broken is so limited that the specified contingency must occur, if at all, within the period of the rule against perpetuities, said interests shall take effect as limited. This section shall not apply where both such fee simple determinable and such succeeding interest, or both such fee simple and such right of entry, are for public, charitable or religious purposes; nor shall it apply to a deed, gift or grant of the state or any political subdivision thereof.(1955, S. 2914d.)History: Sec. 45-97 transferred to Sec. 45a-505 in 1991.
CT Gen Stat § 45a-506. (Formerly Sec. 45-98) (2020)
2020 Connecticut General Statutes|Title 45a - Probate Courts and Procedure|Chapter 802c - Trusts|Section 45a-506. (Formerly Sec. 45-98) - Limitations not invalidated, when.

 Except as provided in the first sentence of section 45a-505, sections 45a-502 to 45a-507, inclusive, shall not be construed to invalidate or modify the terms of any limitation which would have been valid prior to October 1, 1955.(1955, S. 2915d.)History: Sec. 45-98 transferred to Sec. 45a-506 in 1991.