republic-os/legislation/us/states/ca/20172018/sb-909.md

---
type: "Bill"
title: "Uniform Trust Decanting Act."
description: "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."
jurisdiction: "us/states/ca"
legislature: "California Legislature"
session: "20172018"
identifier: "SB 909"
citation: "California SB 909 (20172018)"
classification: ["bill"]
subjects: ["Uniform Trust Decanting Act."]
status: "enacted"
primary_sponsors: ["Hertzberg"]
version_count: 5
action_count: 21
vote_count: 6
first_action: "2018-01-18"
last_action: "2018-09-14"
source: "openstates"
source_identifier: "ocd-bill/bcf4e137-9513-4cab-8b41-005f1f7df54f"
source_url: "http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201720180SB909"
source_hash: "5f86a807f98c50f160b2d2c906bbcd8f4b93b1d5c77ea32fcf791ad97cbf4291"
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 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](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201720180SB909&version=20170SB90999INT)
2. **06/13/18 - Amended Assembly** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201720180SB909&version=20170SB90998AMD)
3. **09/14/18 - Chaptered** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201720180SB909&version=20170SB90996CHP)
4. **SB909** (committee substitute) — [source](http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201720180SB909)
5. **08/23/18 - Enrolled** (enrolled) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201720180SB909&version=20170SB90997ENR)

## Votes

- Do pass. To Consent Calendar. — **17–0** (pass) · lower
- Consent Calendar — **36–0** (pass) · upper
- SB 909 Hertzberg Consent Calendar Second Day — **76–0** (pass) · lower
- Do pass, but first be re-referred to the Committee on [Appropriations] with the recommendation: To Consent Calendar — **7–0** (pass) · upper
- Do pass as amended, and be re-referred to the Committee on [Appropriations] with recommendation: To Consent Calendar — **9–0** (pass) · lower
- Unfinished Business SB909 Hertzberg Concurrence — **39–0** (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](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/bcf4e137-9513-4cab-8b41-005f1f7df54f`. Confidence: reported (aggregated from official California legislature records).