Fabio
105 lines
5.4 KiB
Markdown
105 lines
5.4 KiB
Markdown
---
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type: "Bill"
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title: "Trust; Oklahoma Trust Reform Act of 2024; directed trust; qualified dispositions; duration of trust; effective date."
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description: "Trust; Oklahoma Trust Reform Act of 2024; directed trust; qualified dispositions; duration of trust; effective date."
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jurisdiction: "us/states/ok"
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legislature: "Oklahoma Legislature"
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session: "2024"
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identifier: "HB 3962"
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citation: "Oklahoma HB 3962 (2024)"
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classification: ["bill"]
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subjects: []
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status: "enacted"
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primary_sponsors: ["Echols", "Pugh"]
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version_count: 10
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action_count: 35
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vote_count: 6
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first_action: "2024-02-05"
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last_action: "2024-05-30"
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source: "openstates"
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source_identifier: "ocd-bill/c8e28bad-3818-4f32-a10f-2b8bba334a85"
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source_url: "http://www.oklegislature.gov/BillInfo.aspx?Bill=HB3962&session=2400"
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source_hash: "f4698bcc9849c14b9196b3e78159dbb871d0f13fb93908f861f71e9181e7de19"
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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-ok"]
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---
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# Oklahoma HB 3962 (2024) — Trust; Oklahoma Trust Reform Act of 2024; directed trust; qualified dispositions; duration of trust; effective date.
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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. **Introduced** (filed) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 INT/hB/HB3962 INT.PDF)
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2. **1 Floor Amendment by ECHOLS (UNTIMELY FILED)** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 FLOOR AMENDMENTS/House/HB3962 FA1 ECHOLSJO-JL(UNTIMELY FILED).PDF)
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3. **Amended And Engrossed** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 AMENDMENTS/Amendment & Engr/HB3962 SAHB & ENGR.PDF)
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4. **Committee Amendment** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 COMMITTEE AMENDMENTS/Senate/HB3962 PCS.PDF)
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5. **Engrossed** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 ENGR/hB/HB3962 ENGR.PDF)
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6. **Enrolled (final version)** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 ENR/hB/HB3962 ENR.PDF)
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7. **Floor (House)** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 FLR/HFLR/HB3962 HFLR.PDF)
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8. **Floor (Senate)** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 FLR/SFLR/HB3962 SFLR.PDF)
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9. **House Conference Committee Substitute** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 COMMITTEE SUBS/HCCS/HB3962 CCS.PDF)
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10. **Senate Committee Substitute for House Bill** (committee substitute) — [source](http://webserver1.lsb.state.ok.us/cf_pdf/2023-24 COMMITTEE SUBS/SCSH/HB3962 SCSH.PDF)
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## Votes
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- Judiciary — **12–0** (pass) · upper
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- Fourth Reading — **42–1** (pass) · upper
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- Fourth Reading — **82–2** (pass) · lower
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- Third Reading — **35–9** (pass) · upper
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- Third Reading — **92–1** (pass) · lower
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- Judiciary - Civil Committee: Do Pass — **10–0** (pass) · lower
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## Sponsors
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- Echols — primary (person)
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- Pugh — primary (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2024-02-05** First Reading `introduction, reading-1`
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- **2024-02-05** Authored by Representative Echols
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- **2024-02-06** Second Reading referred to Judiciary - Civil `reading-2, referral-committee`
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- **2024-02-12** CR; Do Pass Judiciary - Civil Committee `committee-passage`
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- **2024-03-13** General Order
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- **2024-03-13** Coauthored by Representative(s) Kane
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- **2024-03-13** Authored by Senator Pugh (principal Senate author)
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- **2024-03-13** House Rule suspended
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- **2024-03-13** Amended by floor substitute
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- **2024-03-13** Third Reading, Measure passed: Ayes: 92 Nays: 1 `passage, reading-3`
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- **2024-03-13** Referred for engrossment
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- **2024-03-18** Engrossed, signed, to Senate `passage`
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- **2024-03-18** First Reading `introduction, reading-1`
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- **2024-03-27** Second Reading referred to Judiciary `reading-2, referral-committee`
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- **2024-04-09** Reported Do Pass, amended by committee substitute Judiciary committee; CR filed `committee-passage`
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- **2024-04-16** General Order, Considered
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- **2024-04-16** Measure passed: Ayes: 35 Nays: 9 `passage`
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- **2024-04-16** Referred for engrossment
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- **2024-04-17** Engrossed to House `passage`
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- **2024-04-17** SA's received
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- **2024-05-06** SA's rejected, conference requested, conferees to be named later
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- **2024-05-07** HC's named: Conference Committee on Judiciary - Civil
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- **2024-05-09** Conference granted, SCs named Pugh, Howard, Gollihare, Standridge, Weaver, Floyd
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- **2024-05-21** CCR submitted
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- **2024-05-22** CCR adopted
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- **2024-05-22** Fourth Reading, Measure passed: Ayes: 82 Nays: 2 `passage`
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- **2024-05-22** To Senate
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- **2024-05-22** CCR read
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- **2024-05-29** CCR adopted
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- **2024-05-29** Measure passed, to House: Ayes: 42 Nays: 1 `passage`
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- **2024-05-29** Referred for enrollment
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- **2024-05-30** Enrolled, signed, to Senate
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- **2024-05-30** Enrolled measure signed, returned to House
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- **2024-05-30** Sent to Governor `executive-receipt`
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- **2024-05-30** Approved by Governor 05/31/2024 `executive-signature`
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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/c8e28bad-3818-4f32-a10f-2b8bba334a85`. Confidence: reported (aggregated from official Oklahoma legislature records).
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