5a13be122b
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
94 lines
5.8 KiB
Markdown
94 lines
5.8 KiB
Markdown
---
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type: "Bill"
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title: "California Uniform Directed Trust Act."
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description: "Existing law establishes procedures for the creation, modification, and termination of a trust and regulates the administration of trusts by trustees on behalf of beneficiaries."
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jurisdiction: "us/states/ca"
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legislature: "California Legislature"
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session: "20232024"
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identifier: "SB 801"
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citation: "California SB 801 (20232024)"
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classification: ["bill"]
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subjects: ["California Uniform Directed Trust Act"]
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status: "enacted"
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primary_sponsors: ["Allen"]
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version_count: 7
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action_count: 25
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vote_count: 7
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first_action: "2023-02-17"
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last_action: "2023-10-10"
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source: "openstates"
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source_identifier: "ocd-bill/25f6ce26-e9b6-4720-8058-0007a62361e4"
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source_url: "http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240SB801"
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source_hash: "e91f8dac8f8ff6ce1a614e8742745875f125f59508002d1663fbf1fb5b42e28a"
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vintage: "2026-07-01"
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source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
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retrieved_at: "2026-07-06"
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confidence: "reported"
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tags: ["legislation", "bill", "us-ca"]
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---
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# California SB 801 (20232024) — California Uniform Directed Trust Act.
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Existing law establishes procedures for the creation, modification, and termination of a trust and regulates the administration of trusts by trustees on behalf of beneficiaries.
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## Version chain
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The bill's text revisions, in order — the diff chain from filing to enrollment.
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1. **02/17/23 - Introduced** (filed) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202320240SB801&version=20230SB80199INT)
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2. **04/19/23 - Amended Senate** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202320240SB801&version=20230SB80198AMD)
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3. **06/07/23 - Amended Assembly** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202320240SB801&version=20230SB80197AMD)
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4. **08/24/23 - Amended Assembly** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202320240SB801&version=20230SB80196AMD)
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5. **10/10/23 - Chaptered** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202320240SB801&version=20230SB80194CHP)
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6. **SB801** (committee substitute) — [source](http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240SB801)
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7. **09/11/23 - Enrolled** (enrolled) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202320240SB801&version=20230SB80195ENR)
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## Votes
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- SB 801 Allen Senate Third Reading By Maienschein — **76–0** (pass) · lower
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- Consent Calendar — **39–0** (pass) · upper
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- Special Consent — **40–0** (pass) · upper
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- SB 801 Allen Consent Calendar Second Day — **74–0** (pass) · lower
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- SB 801 Allen Senate Third Reading By Maienschein Amendment Set #1 — **72–0** (pass) · lower
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- Do pass and be ordered to the Consent Calendar — **10–0** (pass) · upper
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- Do pass as amended. To Consent Calendar. — **11–0** (pass) · lower
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## Sponsors
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- Allen — primary (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2023-02-17** Introduced. Read first time. To Com. on RLS. for assignment. To print. `introduction, reading-1`
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- **2023-02-21** From printer. May be acted upon on or after March 20.
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- **2023-03-01** Referred to Com. on JUD. `referral-committee`
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- **2023-04-11** Set for hearing May 2.
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- **2023-04-19** From committee with author's amendments. Read second time and amended. Re-referred to Com. on JUD. `amendment-passage, committee-passage, reading-1, reading-2, referral-committee`
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- **2023-05-03** From committee: Do pass. Ordered to consent calendar. (Ayes 10. Noes 0. Page 1012.) (May 2). `committee-passage, committee-passage-favorable`
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- **2023-05-04** Read second time. Ordered to consent calendar. `reading-1, reading-2`
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- **2023-05-11** Read third time. Passed. (Ayes 39. Noes 0. Page 1053.) Ordered to the Assembly. `passage, reading-1, reading-3`
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- **2023-05-11** In Assembly. Read first time. Held at Desk. `reading-1`
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- **2023-05-18** Referred to Com. on JUD. `referral-committee`
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- **2023-06-06** From committee: Do pass as amended. Ordered to consent calendar. (Ayes 11. Noes 0.) (June 6). `amendment-passage, committee-passage, committee-passage-favorable`
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- **2023-06-07** Read second time and amended. Ordered to second reading. `amendment-passage, reading-1, reading-2`
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- **2023-06-08** Read second time. Ordered to consent calendar. `reading-1, reading-2`
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- **2023-06-15** Read third time. Passed. (Ayes 74. Noes 0. Page 2264.) Ordered to the Senate. `passage, reading-1, reading-3`
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- **2023-06-19** Action rescinded whereby the bill was read third time, passed, and ordered to the Senate. `passage, reading-3`
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- **2023-06-19** Ordered to third reading.
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- **2023-08-24** Read third time and amended. (Ayes 72. Noes 0. Page 2792.) `amendment-passage, reading-1, reading-3`
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- **2023-08-24** Ordered to third reading.
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- **2023-08-28** Read third time. Passed. (Ayes 76. Noes 0. Page 2828.) Ordered to the Senate. `passage, reading-1, reading-3`
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- **2023-08-29** In Senate. Concurrence in Assembly amendments pending.
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- **2023-09-05** Ordered to special consent calendar.
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- **2023-09-07** Assembly amendments concurred in. (Ayes 40. Noes 0. Page 2477.) Ordered to engrossing and enrolling. `amendment-passage, committee-passage-favorable`
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- **2023-09-13** Enrolled and presented to the Governor at 4 p.m.
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- **2023-10-10** Approved by the Governor. `executive-signature`
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- **2023-10-10** Chaptered by Secretary of State. Chapter 721, Statutes of 2023. `became-law`
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## Source
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OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/25f6ce26-e9b6-4720-8058-0007a62361e4`. Confidence: reported (aggregated from official California legislature records).
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