Fabio
88 lines
5.0 KiB
Markdown
88 lines
5.0 KiB
Markdown
---
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type: "Bill"
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title: "Qualified self-settled spendthrift trusts; disbursements, powers of trustee."
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description: "Qualified self-settled spendthrift trusts; disbursements; powers of trustee. Provides that a trustee may reimburse a settlor of a trust from the income or principal of such trust for various forms of tax liability in certain circumstances and in accordance with the Internal Revenue Code except as the terms of the trust provide otherwise. The bill also provides that a trustee shall not have the power to make such a reimbursement under certain conditions unless the terms of the trust expressly provide otherwise. The bill also removes redundant language governing the order in which a new qualified trustee may be appointed in the case of a vacancy."
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jurisdiction: "us/states/va"
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legislature: "Virginia General Assembly"
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session: "2026"
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identifier: "HB 1513"
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citation: "Virginia HB 1513 (2026)"
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classification: ["bill"]
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subjects: []
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status: "enacted"
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primary_sponsors: ["James A. \"Jay\" Leftwich"]
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version_count: 3
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action_count: 24
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vote_count: 6
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first_action: "2026-01-23"
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last_action: "2026-04-08"
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source: "openstates"
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source_identifier: "ocd-bill/b6b7c330-2eca-4f58-9b00-13a4b21df07e"
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source_url: "https://lis.virginia.gov/bill-details/20261/HB1513"
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source_hash: "a6f9ab0e6e3c331edc901c27dfcda25b0af266e3538a7544167cfde31c8c315d"
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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-va"]
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---
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# Virginia HB 1513 (2026) — Qualified self-settled spendthrift trusts; disbursements, powers of trustee.
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Qualified self-settled spendthrift trusts; disbursements; powers of trustee. Provides that a trustee may reimburse a settlor of a trust from the income or principal of such trust for various forms of tax liability in certain circumstances and in accordance with the Internal Revenue Code except as the terms of the trust provide otherwise. The bill also provides that a trustee shall not have the power to make such a reimbursement under certain conditions unless the terms of the trust expressly provide otherwise. The bill also removes redundant language governing the order in which a new qualified trustee may be appointed in the case of a vacancy.
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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](https://lis.blob.core.windows.net/files/1096032.PDF)
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2. **Chaptered** (committee substitute) — [source](https://lis.blob.core.windows.net/files/1218150.PDF)
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3. **Enrolled** (enrolled) — [source](https://lis.blob.core.windows.net/files/1210802.PDF)
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## Votes
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- Reported from Courts of Justice — **22–0** (pass) · lower
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- Subcommittee recommends reporting — **10–0** (pass) · lower
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- H VOTE: — **96–0** (pass) · lower
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- Constitutional reading dispensed (on 2nd reading) — **40–0** (pass) · upper
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- Passage R — **40–0** (pass) · upper
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- Reported from Courts of Justice — **14–0** (pass) · upper
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## Sponsors
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- James A. "Jay" Leftwich — primary (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2026-01-23** Presented and ordered printed 26103490D `introduction`
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- **2026-01-23** Referred to Committee for Courts of Justice `referral-committee`
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- **2026-02-05** Assigned HCJ sub: Civil `referral-committee`
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- **2026-02-09** Subcommittee recommends reporting (10-Y 0-N)
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- **2026-02-11** Reported from Courts of Justice (22-Y 0-N) `committee-passage`
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- **2026-02-13** Read first time `reading-1`
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- **2026-02-16** Read second time and engrossed `reading-2`
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- **2026-02-17** Read third time and passed House (97-Y 0-N 0-A) `passage, reading-3`
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- **2026-02-18** Constitutional reading dispensed (on 1st reading)
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- **2026-02-18** Referred to Committee for Courts of Justice `referral-committee`
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- **2026-03-05** Reported from Courts of Justice (14-Y 0-N) `committee-passage`
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- **2026-03-09** Rules suspended
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- **2026-03-09** Constitutional reading dispensed Block Vote (on 2nd reading) (40-Y 0-N 0-A)
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- **2026-03-09** Passed by for the day Block Vote (Voice Vote)
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- **2026-03-10** Read third time `reading-3`
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- **2026-03-10** Passed Senate Block Vote (40-Y 0-N 0-A) `passage`
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- **2026-03-30** Enrolled `enrolled`
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- **2026-03-30** Bill text as passed House and Senate (HB1513ER) `passage`
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- **2026-03-30** Signed by President `passage`
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- **2026-03-31** Signed by Speaker `passage`
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- **2026-03-31** Enrolled Bill communicated to Governor on March 31, 2026 `enrolled, executive-receipt`
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- **2026-03-31** Governor's Action Deadline 11:59 p.m., April 13, 2026 `executive-receipt`
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- **2026-04-08** Approved by Governor-Chapter 476 (effective 7/1/2026) `executive-signature`
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- **2026-04-08** Acts of Assembly Chapter text (CHAP0476)
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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/b6b7c330-2eca-4f58-9b00-13a4b21df07e`. Confidence: reported (aggregated from official Virginia legislature records).
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