Indiana Senate Bill 265 (Prior Session Legislation)

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Completed Legislative Action
Spectrum: Partisan Bill (Republican 3-0)
Status: Passed on May 5 2019 - 100% progression
Action: 2019-05-05 - Public Law 221
Text: Latest bill text (Enrolled) [PDF]

Various trust matters. Defines "designated representative", "judicial proceeding", and "nonjudicial matter" for purposes of the trust code. Authorizes the establishment of legacy trusts. Prescribes the procedures for establishing a legacy trust and requirements for claims under a legacy trust. Provides that a court shall exercise jurisdiction over a legacy trust or a qualified disposition and adjudicate a case or controversy regarding the legacy trust, if the case or controversy is within the subject matter of the court. Adopts the uniform directed trust act, which allows for the terms of a trust to grant a person other than a trustee power

Various trust matters. Defines "designated representative", "judicial proceeding", and "nonjudicial matter" for purposes of the trust code. Authorizes the establishment of legacy trusts. Prescribes the procedures for establishing a legacy trust and requirements for claims under a legacy trust. Provides that a court shall exercise jurisdiction over a legacy trust or a qualified disposition and adjudicate a case or controversy regarding the legacy trust, if the case or controversy is within the subject matter of the court. Adopts the uniform directed trust act, which allows for the terms of a trust to grant a person other than a trustee power

Sen. Randall Head [R]

Sen. Michael Young [R]

Rep. Gregory Steuerwald [R]

2019-04-09 - House - House - Third reading (Y: 73 N: 23 NV: 1 Abs: 3) [PASS]
2019-04-01 - House - House - Committee Vote (Y: 8 N: 2 NV: 0 Abs: 3) [PASS]
2019-02-25 - Senate - Third reading (Y: 42 N: 7 NV: 0 Abs: 1) [PASS]
2019-02-06 - Senate - Senate - Committee Vote (Y: 6 N: 4 NV: 0 Abs: 0) [PASS]

Date	Chamber	Action
2019-05-05	Senate	Public Law 221
2019-05-05	Senate	Signed by the Governor
2019-04-30	Senate	Signed by the President of the Senate
2019-04-16	House	Signed by the Speaker
2019-04-11	Senate	Signed by the President Pro Tempore
2019-04-11	House	Returned to the Senate without amendments
2019-04-09	House	Third reading: passed; Roll Call 433: yeas 73, nays 23
2019-04-08	House	Representative Dvorak removed as cosponsor
2019-04-04	House	Second reading: ordered engrossed
2019-04-01	House	Committee report: do pass, adopted
2019-03-14	House	Representative Dvorak added as cosponsor
2019-03-04	House	First reading: referred to Committee on Judiciary
2019-02-26	Senate	Referred to the House
2019-02-25	Senate	House sponsor: Representative Steuerwald
2019-02-25	Senate	Third reading: passed; Roll Call 186: yeas 42, nays 7
2019-02-21	Senate	Amendment #5 (Freeman) prevailed; voice vote
2019-02-21	Senate	Amendment #3 (Head) prevailed; voice vote
2019-02-21	Senate	Amendment #1 (Head) prevailed; voice vote
2019-02-21	Senate	Second reading: amended, ordered engrossed
2019-02-11	Senate	Senator Young M added as second author
2019-02-11	Senate	Senator Young M removed as coauthor
2019-02-07	Senate	Senator Young M added as coauthor
2019-02-07	Senate	Committee report: amend do pass, adopted
2019-01-07	Senate	First reading: referred to Committee on Judiciary
2019-01-07	Senate	Authored by Senator Head

Type	Source
Summary	https://iga.in.gov/legislative/2019/bills/senate/265/details
Text	http://iga.in.gov/static-documents/8/c/b/4/8cb47975/SB0265.01.INTR.pdf
Text	http://iga.in.gov/static-documents/c/d/9/3/cd9329ea/SB0265.01.INTR.pdf
Text	http://iga.in.gov/static-documents/4/3/c/d/43cd38d9/SB0265.02.COMS.pdf
Text	http://iga.in.gov/static-documents/b/1/d/4/b1d4df5c/SB0265.02.COMS.pdf
Text	http://iga.in.gov/static-documents/f/2/0/d/f20d1acd/SB0265.03.ENGS.pdf
Text	http://iga.in.gov/static-documents/b/f/f/f/bfffb44d/SB0265.03.ENGS.pdf
Text	http://iga.in.gov/static-documents/c/5/8/e/c58e353a/SB0265.04.COMH.pdf
Text	http://iga.in.gov/static-documents/5/2/c/c/52ccaa7a/SB0265.04.COMH.pdf
Text	http://iga.in.gov/static-documents/1/5/b/2/15b28d0e/SB0265.05.ENRH.pdf
Roll Call	http://iga.in.gov/static-documents/c/2/9/5/c2954877/SB0265.01.INTR.02.pdf
Roll Call	http://iga.in.gov/static-documents/1/d/6/5/1d652732/SB0265.186.pdf
Roll Call	http://iga.in.gov/static-documents/d/a/5/7/da573ac6/SB0265.03.ENGS.02.pdf
Roll Call	http://iga.in.gov/static-documents/8/b/2/b/8b2befbe/SB0265.433.pdf