Legislation: batch D — NY OH OK OR PA RI SC SD TX UT

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

legislation/us/states/ok/2024/hb-3962.md

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+---
+type: "Bill"
+title: "Trust; Oklahoma Trust Reform Act of 2024; directed trust; qualified dispositions; duration of trust; effective date."
+description: "Trust; Oklahoma Trust Reform Act of 2024; directed trust; qualified dispositions; duration of trust; effective date."
+jurisdiction: "us/states/ok"
+legislature: "Oklahoma Legislature"
+session: "2024"
+identifier: "HB 3962"
+citation: "Oklahoma HB 3962 (2024)"
+classification: ["bill"]
+subjects: []
+status: "enacted"
+primary_sponsors: ["Echols", "Pugh"]
+version_count: 10
+action_count: 35
+vote_count: 6
+first_action: "2024-02-05"
+last_action: "2024-05-30"
+source: "openstates"
+source_identifier: "ocd-bill/c8e28bad-3818-4f32-a10f-2b8bba334a85"
+source_url: "http://www.oklegislature.gov/BillInfo.aspx?Bill=HB3962&session=2400"
+source_hash: "f4698bcc9849c14b9196b3e78159dbb871d0f13fb93908f861f71e9181e7de19"
+vintage: "2026-07-01"
+source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
+retrieved_at: "2026-07-06"
+confidence: "reported"
+tags: ["legislation", "bill", "us-ok"]
+---
+
+# Oklahoma HB 3962 (2024) — Trust; Oklahoma Trust Reform Act of 2024; directed trust; qualified dispositions; duration of trust; effective date.
+
+## Version chain
+
+The bill's text revisions, in order — the diff chain from filing to enrollment.
+
+1. **Introduced** (filed) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 INT/hB/HB3962 INT.PDF)
+2. **1 Floor Amendment by ECHOLS (UNTIMELY FILED)** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 FLOOR AMENDMENTS/House/HB3962 FA1 ECHOLSJO-JL(UNTIMELY FILED).PDF)
+3. **Amended And Engrossed** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 AMENDMENTS/Amendment & Engr/HB3962 SAHB & ENGR.PDF)
+4. **Committee Amendment** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 COMMITTEE AMENDMENTS/Senate/HB3962 PCS.PDF)
+5. **Engrossed** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 ENGR/hB/HB3962 ENGR.PDF)
+6. **Enrolled (final version)** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 ENR/hB/HB3962 ENR.PDF)
+7. **Floor (House)** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 FLR/HFLR/HB3962 HFLR.PDF)
+8. **Floor (Senate)** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 FLR/SFLR/HB3962 SFLR.PDF)
+9. **House Conference Committee Substitute** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 COMMITTEE SUBS/HCCS/HB3962 CCS.PDF)
+10. **Senate Committee Substitute for House Bill** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 COMMITTEE SUBS/SCSH/HB3962 SCSH.PDF)
+
+## Votes
+
+- Judiciary — **12–0** (pass) · upper
+- Fourth Reading — **42–1** (pass) · upper
+- Fourth Reading — **82–2** (pass) · lower
+- Third Reading — **35–9** (pass) · upper
+- Third Reading — **92–1** (pass) · lower
+- Judiciary - Civil Committee: Do Pass — **10–0** (pass) · lower
+
+## Sponsors
+
+- Echols — primary (person)
+- Pugh — primary (person)
+
+## Timeline
+
+The legislative action history — every referral, reading, and vote.
+
+- **2024-02-05** First Reading `introduction, reading-1`
+- **2024-02-05** Authored by Representative Echols
+- **2024-02-06** Second Reading referred to Judiciary - Civil `reading-2, referral-committee`
+- **2024-02-12** CR; Do Pass Judiciary - Civil Committee `committee-passage`
+- **2024-03-13** General Order
+- **2024-03-13** Coauthored by Representative(s) Kane
+- **2024-03-13** Authored by Senator Pugh (principal Senate author)
+- **2024-03-13** House Rule suspended
+- **2024-03-13** Amended by floor substitute
+- **2024-03-13** Third Reading, Measure passed: Ayes: 92 Nays: 1 `passage, reading-3`
+- **2024-03-13** Referred for engrossment
+- **2024-03-18** Engrossed, signed, to Senate `passage`
+- **2024-03-18** First Reading `introduction, reading-1`
+- **2024-03-27** Second Reading referred to Judiciary `reading-2, referral-committee`
+- **2024-04-09** Reported Do Pass, amended by committee substitute Judiciary committee; CR filed `committee-passage`
+- **2024-04-16** General Order, Considered
+- **2024-04-16** Measure passed: Ayes: 35 Nays: 9 `passage`
+- **2024-04-16** Referred for engrossment
+- **2024-04-17** Engrossed to House `passage`
+- **2024-04-17** SA's received
+- **2024-05-06** SA's rejected, conference requested, conferees to be named later
+- **2024-05-07** HC's named: Conference Committee on Judiciary - Civil
+- **2024-05-09** Conference granted, SCs named Pugh, Howard, Gollihare, Standridge, Weaver, Floyd
+- **2024-05-21** CCR submitted
+- **2024-05-22** CCR adopted
+- **2024-05-22** Fourth Reading, Measure passed: Ayes: 82 Nays: 2 `passage`
+- **2024-05-22** To Senate
+- **2024-05-22** CCR read
+- **2024-05-29** CCR adopted
+- **2024-05-29** Measure passed, to House: Ayes: 42 Nays: 1 `passage`
+- **2024-05-29** Referred for enrollment
+- **2024-05-30** Enrolled, signed, to Senate
+- **2024-05-30** Enrolled measure signed, returned to House
+- **2024-05-30** Sent to Governor `executive-receipt`
+- **2024-05-30** Approved by Governor 05/31/2024 `executive-signature`
+
+## Source
+
+OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/c8e28bad-3818-4f32-a10f-2b8bba334a85`. Confidence: reported (aggregated from official Oklahoma legislature records).
+