Fabio
81 lines
5.3 KiB
Markdown
81 lines
5.3 KiB
Markdown
---
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type: "Bill"
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title: "Uniform trust decanting act and trustee duties."
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description: "Allows a trustee of an irrevocable trust to appoint a successor trustee or multiple trustees. Provides that a trustee's power to appoint a successor trustee includes the power to allocate trustee powers to one or more trustees. Enacts the uniform trust decanting act. Creates a definition of the decanting power to include a power by a trustee to make limited modifications to an irrevocable trust, including an asset transfer to a new trust. Requires that a modification be consistent with a settlor's or charitable organization's intent. Permits the trustee of an existing trust to make modifications to or distributions from an existing trust for the benefit of a disabled beneficiary. Prohibits a trustee from being required to decant. Requires advanced notice to all qualified beneficiaries. Provides that the decanting power of an authorized fiduciary is not precluded by certain terms. (The introduced version of this bill was prepared by the Probate Code Commission.)"
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jurisdiction: "us/states/in"
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legislature: "Indiana General Assembly"
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session: "2022"
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identifier: "HB 1205"
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citation: "Indiana HB 1205 (2022)"
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classification: ["bill"]
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subjects: ["PROBATE COURTS AND PROCEEDINGS", "TRUSTS AND FIDUCIARIES"]
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status: "enacted"
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primary_sponsors: ["Aaron Freeman", "Eric Koch", "John Young"]
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version_count: 4
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action_count: 19
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vote_count: 1
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first_action: "2022-01-06"
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last_action: "2022-03-18"
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source: "openstates"
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source_identifier: "ocd-bill/06c8dd18-a2c9-4af3-a4b6-7de6db9f9ca6"
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source_url: "http://iga.in.gov/legislative/2022/bills/house/1205"
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source_hash: "c7e4f8baf7e838a1976262ce82bd0046ce95c644db06b6e55901792d48313853"
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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-in"]
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---
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# Indiana HB 1205 (2022) — Uniform trust decanting act and trustee duties.
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Allows a trustee of an irrevocable trust to appoint a successor trustee or multiple trustees. Provides that a trustee's power to appoint a successor trustee includes the power to allocate trustee powers to one or more trustees. Enacts the uniform trust decanting act. Creates a definition of the decanting power to include a power by a trustee to make limited modifications to an irrevocable trust, including an asset transfer to a new trust. Requires that a modification be consistent with a settlor's or charitable organization's intent. Permits the trustee of an existing trust to make modifications to or distributions from an existing trust for the benefit of a disabled beneficiary. Prohibits a trustee from being required to decant. Requires advanced notice to all qualified beneficiaries. Provides that the decanting power of an authorized fiduciary is not precluded by certain terms. (The introduced version of this bill was prepared by the Probate Code Commission.)
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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. **Enrolled House Bill (H)** (committee substitute) — [source](http://in-proxy.openstates.org/2022/bills/HB1205/versions/HB1205.04.ENRS)
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2. **House Bill (H)** (committee substitute) — [source](http://in-proxy.openstates.org/2022/bills/HB1205/versions/HB1205.02.COMH)
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3. **House Bill (S)** (committee substitute) — [source](http://in-proxy.openstates.org/2022/bills/HB1205/versions/HB1205.03.COMS)
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4. **Introduced House Bill (H)** (committee substitute) — [source](http://in-proxy.openstates.org/2022/bills/HB1205/versions/HB1205.01.INTR)
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## Votes
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- HB 1205 - Freeman - 3rd Reading — **47–0** (pass) · upper
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## Sponsors
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- Aaron Freeman — primary (person)
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- Eric Koch — primary (person)
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- John Young — primary (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2022-01-06** Authored by Representative Young J
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- **2022-01-06** First reading: referred to Committee on Judiciary `reading-1, referral-committee`
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- **2022-01-13** Committee report: do pass, adopted `committee-passage`
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- **2022-01-18** Second reading: ordered engrossed `reading-2`
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- **2022-01-20** Senate sponsors: Senators Freeman and Koch
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- **2022-01-20** Third reading: passed; Roll Call 50: yeas 84, nays 0 `passage, reading-3`
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- **2022-01-21** Referred to the Senate
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- **2022-02-01** First reading: referred to Committee on Judiciary `reading-1, referral-committee`
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- **2022-02-10** Committee report: amend do pass, adopted `committee-passage`
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- **2022-02-14** Second reading: ordered engrossed `reading-2`
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- **2022-02-15** Third reading: passed; Roll Call 201: yeas 47, nays 0 `passage, reading-3`
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- **2022-02-16** Returned to the House with amendments `amendment-failure`
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- **2022-02-21** Motion to concur filed
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- **2022-02-22** House concurred in Senate amendments; Roll Call 246: yeas 92, nays 0 `amendment-failure`
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- **2022-02-24** Signed by the Speaker
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- **2022-02-24** Signed by the President Pro Tempore
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- **2022-03-15** Signed by the President of the Senate
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- **2022-03-18** Signed by the Governor `executive-signature`
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- **2022-03-18** Public Law 161
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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/06c8dd18-a2c9-4af3-a4b6-7de6db9f9ca6`. Confidence: reported (aggregated from official Indiana legislature records).
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