Fabio
78 lines
4.7 KiB
Markdown
78 lines
4.7 KiB
Markdown
---
|
||
type: "Bill"
|
||
title: "Irrevocable trusts: limitations."
|
||
description: "Existing law provides for the creation and administration of trusts, including irrevocable trusts. Existing law makes invalid provisions of a trust that restrict the transfer of the settlor's interest if the settlor of the trust is a beneficiary. Existing law also authorizes the creditors of a settlor who is also a beneficiary of the trust to reach the amount of income or principal of the trust that the trustee could, at their discretion, pay to or for the benefit of the settlor under the trust instrument, as specified."
|
||
jurisdiction: "us/states/ca"
|
||
legislature: "California Legislature"
|
||
session: "20212022"
|
||
identifier: "AB 1866"
|
||
citation: "California AB 1866 (20212022)"
|
||
classification: ["bill"]
|
||
subjects: ["Irrevocable trusts: limitations."]
|
||
status: "enacted"
|
||
primary_sponsors: ["Chen"]
|
||
version_count: 4
|
||
action_count: 15
|
||
vote_count: 4
|
||
first_action: "2022-02-08"
|
||
last_action: "2022-06-21"
|
||
source: "openstates"
|
||
source_identifier: "ocd-bill/503d82be-0da0-4dcb-ae65-8529901715ae"
|
||
source_url: "http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202120220AB1866"
|
||
source_hash: "393e881aabe8bd2d973b369bc78c5a3a5690a535193ab75cab3f6f3229838608"
|
||
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-ca"]
|
||
---
|
||
|
||
# California AB 1866 (20212022) — Irrevocable trusts: limitations.
|
||
|
||
Existing law provides for the creation and administration of trusts, including irrevocable trusts. Existing law makes invalid provisions of a trust that restrict the transfer of the settlor's interest if the settlor of the trust is a beneficiary. Existing law also authorizes the creditors of a settlor who is also a beneficiary of the trust to reach the amount of income or principal of the trust that the trustee could, at their discretion, pay to or for the benefit of the settlor under the trust instrument, as specified.
|
||
|
||
## Version chain
|
||
|
||
The bill's text revisions, in order — the diff chain from filing to enrollment.
|
||
|
||
1. **02/08/22 - Introduced** (filed) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202120220AB1866&version=20210AB186699INT)
|
||
2. **06/21/22 - Chaptered** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202120220AB1866&version=20210AB186697CHP)
|
||
3. **AB1866** (committee substitute) — [source](http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202120220AB1866)
|
||
4. **06/10/22 - Enrolled** (enrolled) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202120220AB1866&version=20210AB186698ENR)
|
||
|
||
## Votes
|
||
|
||
- Do pass and be ordered to the Consent Calendar — **8–0** (pass) · upper
|
||
- Consent Calendar AB1866 — **38–0** (pass) · upper
|
||
- Do pass. To Consent Calendar. — **10–0** (pass) · lower
|
||
- AB 1866 Chen Consent Calendar Second Day — **72–0** (pass) · lower
|
||
|
||
## Sponsors
|
||
|
||
- Chen — primary (person)
|
||
|
||
## Timeline
|
||
|
||
The legislative action history — every referral, reading, and vote.
|
||
|
||
- **2022-02-08** Read first time. To print. `reading-1`
|
||
- **2022-02-09** From printer. May be heard in committee March 11.
|
||
- **2022-02-18** Referred to Com. on JUD. `referral-committee`
|
||
- **2022-03-15** From committee: Do pass. To Consent Calendar. (Ayes 10. Noes 0.) (March 15). `committee-passage, committee-passage-favorable`
|
||
- **2022-03-16** Read second time. Ordered to Consent Calendar. `reading-1, reading-2`
|
||
- **2022-03-21** Read third time. Passed. Ordered to the Senate. (Ayes 72. Noes 0. Page 3916.) `passage, reading-1, reading-3`
|
||
- **2022-03-22** In Senate. Read first time. To Com. on RLS. for assignment. `reading-1`
|
||
- **2022-05-04** Referred to Com. on JUD. `referral-committee`
|
||
- **2022-06-01** From committee: Do pass. To Consent Calendar. (Ayes 8. Noes 0.) (May 31). `committee-passage, committee-passage-favorable`
|
||
- **2022-06-02** Read second time. Ordered to Consent Calendar. `reading-1, reading-2`
|
||
- **2022-06-09** Read third time. Passed. Ordered to the Assembly. (Ayes 38. Noes 0. Page 4130.). `passage, reading-1, reading-3`
|
||
- **2022-06-09** In Assembly. Ordered to Engrossing and Enrolling. `committee-passage`
|
||
- **2022-06-16** Enrolled and presented to the Governor at 2 p.m.
|
||
- **2022-06-21** Approved by the Governor. `executive-signature`
|
||
- **2022-06-21** Chaptered by Secretary of State - Chapter 32, Statutes of 2022. `became-law`
|
||
|
||
## Source
|
||
|
||
OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/503d82be-0da0-4dcb-ae65-8529901715ae`. Confidence: reported (aggregated from official California legislature records).
|
||
|