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type, title, description, jurisdiction, legislature, session, identifier, citation, classification, subjects, status, primary_sponsors, version_count, action_count, vote_count, first_action, last_action, source, source_identifier, source_url, source_hash, vintage, source_snapshot, retrieved_at, confidence, tags
type title description jurisdiction legislature session identifier citation classification subjects status primary_sponsors version_count action_count vote_count first_action last_action source source_identifier source_url source_hash vintage source_snapshot retrieved_at confidence tags
Bill Uniform Trust Decanting Act. Existing law regulates trust administration and generally requires a trustee to administer the trust according to the trust instrument. Under existing law, a trustee may exercise specified powers without court authorization, including the power to acquire or dispose of property. Existing law authorizes the beneficiaries of an irrevocable trust to compel modification of the trust upon petition to the court, if all beneficiaries of the trust consent. us/states/ca California Legislature 20172018 SB 909 California SB 909 (20172018)
bill
Uniform Trust Decanting Act.
enacted
Hertzberg
5 21 6 2018-01-18 2018-09-14 openstates ocd-bill/bcf4e137-9513-4cab-8b41-005f1f7df54f http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201720180SB909 5f86a807f98c50f160b2d2c906bbcd8f4b93b1d5c77ea32fcf791ad97cbf4291 2026-07-01 https://data.openstates.org/daily/2026-07-01/public.pgdump 2026-07-06 reported
legislation
bill
us-ca

California SB 909 (20172018) — Uniform Trust Decanting Act.

Existing law regulates trust administration and generally requires a trustee to administer the trust according to the trust instrument. Under existing law, a trustee may exercise specified powers without court authorization, including the power to acquire or dispose of property. Existing law authorizes the beneficiaries of an irrevocable trust to compel modification of the trust upon petition to the court, if all beneficiaries of the trust consent.

Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

  1. 01/18/18 - Introduced (filed) — source
  2. 06/13/18 - Amended Assembly (committee substitute) — source
  3. 09/14/18 - Chaptered (committee substitute) — source
  4. SB909 (committee substitute) — source
  5. 08/23/18 - Enrolled (enrolled) — source

Votes

  • Do pass. To Consent Calendar. — 170 (pass) · lower
  • Consent Calendar — 360 (pass) · upper
  • SB 909 Hertzberg Consent Calendar Second Day — 760 (pass) · lower
  • Do pass, but first be re-referred to the Committee on [Appropriations] with the recommendation: To Consent Calendar — 70 (pass) · upper
  • Do pass as amended, and be re-referred to the Committee on [Appropriations] with recommendation: To Consent Calendar — 90 (pass) · lower
  • Unfinished Business SB909 Hertzberg Concurrence — 390 (pass) · upper

Sponsors

  • Hertzberg — primary (person)

Timeline

The legislative action history — every referral, reading, and vote.

  • 2018-01-18 Introduced. Read first time. To Com. on RLS. for assignment. To print. introduction, reading-1
  • 2018-01-19 From printer. May be acted upon on or after February 18.
  • 2018-02-01 Referred to Com. on JUD. referral-committee
  • 2018-03-22 Set for hearing April 10.
  • 2018-04-11 From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 7. Noes 0. Page 4625.) (April 10). Re-referred to Com. on APPR. committee-passage-favorable, committee-passage, referral-committee
  • 2018-04-13 Set for hearing April 23.
  • 2018-04-23 From committee: Be ordered to second reading pursuant to Senate Rule 28.8 and ordered to consent calendar. committee-passage, reading-2
  • 2018-04-24 Read second time. Ordered to consent calendar. reading-2, reading-1
  • 2018-04-30 Read third time. Passed. (Ayes 36. Noes 0. Page 4879.) Ordered to the Assembly. reading-3, passage, reading-1
  • 2018-04-30 In Assembly. Read first time. Held at Desk. reading-1
  • 2018-05-07 Referred to Com. on JUD. referral-committee
  • 2018-06-12 From committee: Do pass as amended and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 9. Noes 0.) (June 12). committee-passage-favorable, committee-passage, amendment-passage
  • 2018-06-13 Read second time and amended. Re-referred to Com. on APPR. amendment-passage, reading-2, referral-committee, reading-1
  • 2018-08-08 From committee: Do pass. Ordered to consent calendar. (Ayes 17. Noes 0.) (August 8). committee-passage-favorable, committee-passage
  • 2018-08-09 Read second time. Ordered to consent calendar. reading-2, reading-1
  • 2018-08-16 Read third time. Passed. (Ayes 76. Noes 0. Page 6310.) Ordered to the Senate. reading-3, passage, reading-1
  • 2018-08-16 In Senate. Concurrence in Assembly amendments pending.
  • 2018-08-21 Assembly amendments concurred in. (Ayes 39. Noes 0. Page 5564.) Ordered to engrossing and enrolling. committee-passage-favorable, amendment-passage
  • 2018-08-28 Enrolled and presented to the Governor at 3:30 p.m.
  • 2018-09-14 Approved by the Governor. executive-signature
  • 2018-09-14 Chaptered by Secretary of State. Chapter 407, Statutes of 2018.

Source

OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/bcf4e137-9513-4cab-8b41-005f1f7df54f. Confidence: reported (aggregated from official California legislature records).