Existing law provides for the disposition of a testator's property by will. Existing law establishes the Uniform Testamentary Additions to Trusts Act, under which a valid devise of property may be made by will to the trustee or trustees of a trust established or to be established by the testator or by the testator and some other person or by some other person, commonly referred to as a pour-over will. Existing law authorizes that devise if the trust is identified in the testator's will and its terms are set forth in a written instrument other than a will executed before or concurrently with the execution of the testator's will.
California AB 309 (20172018) — Testamentary additions to trusts.
Existing law provides for the disposition of a testator's property by will. Existing law establishes the Uniform Testamentary Additions to Trusts Act, under which a valid devise of property may be made by will to the trustee or trustees of a trust established or to be established by the testator or by the testator and some other person or by some other person, commonly referred to as a pour-over will. Existing law authorizes that devise if the trust is identified in the testator's will and its terms are set forth in a written instrument other than a will executed before or concurrently with the execution of the testator's will.
Version chain
The bill's text revisions, in order — the diff chain from filing to enrollment.
The legislative action history — every referral, reading, and vote.
2017-02-06 Read first time. To print. reading-1
2017-02-07 From printer. May be heard in committee March 9.
2017-02-21 Referred to Com. on JUD. referral-committee
2017-03-14 From committee: Amend, and do pass as amended. To Consent Calendar. (Ayes 11. Noes 0.) (March 14). amendment-passage, committee-passage, amendment-introduction
2017-03-15 Read second time and amended. Ordered returned to second reading. reading-1, amendment-passage, reading-2
2017-03-16 Read second time. Ordered to Consent Calendar. reading-2, reading-1
2017-03-23 Read third time. Passed. Ordered to the Senate. (Ayes 76. Noes 0. Page 723.) reading-3, passage, reading-1
2017-03-23 In Senate. Read first time. To Com. on RLS. for assignment. reading-1
2017-05-10 Referred to Com. on JUD. referral-committee
2017-06-06 From committee: Do pass. (Ayes 6. Noes 0.) (June 6). committee-passage-favorable, committee-passage
2017-06-07 Read second time. Ordered to third reading. reading-2, reading-1
2017-06-12 Read third time. Passed. Ordered to the Assembly. (Ayes 38. Noes 0. Page 1486.). reading-3, passage, reading-1
2017-06-12 In Assembly. Ordered to Engrossing and Enrolling. committee-passage
2017-06-16 Enrolled and presented to the Governor at 11:30 a.m.
2017-06-28 Approved by the Governor. executive-signature
2017-06-28 Chaptered by Secretary of State - Chapter 33, Statutes of 2017.
Source
OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/acd56b33-1375-453a-b385-daeeece2b4d8. Confidence: reported (aggregated from official California legislature records).
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