H.B. No. 0069

Uniform Trust Code-amendments.

 

Sponsored By:        Joint Judiciary Interim Committee

 

AN ACT relating to the Uniform Trust Code; providing for the creation of qualified spendthrift trusts; specifying what constitutes qualified trust property; providing for qualified transfers of trust property and duties of trustees; providing for distribution of trust assets; specifying when and how trust assets may be attached; providing for burdens of proof and the weight of evidence in specified actions; amending and providing additional definitions; conforming provisions; clarifying effect of provisions; limiting consideration of case law from other jurisdictions as specified; repealing provisions; and providing for an effective date.

 

12/26/2006  Bill Number Assigned

1/9/2007    H Received for Introduction

1/9/2007    H Introduced and Referred to H01

1/19/2007   H01 Recommended Do Pass

 

ROLL CALL

Ayes:  Representative(s) Alden, Bagby, Buchanan, Dockstader, Gingery, Mercer, Olsen, Shepperson and Throne

Ayes 9    Nays 0    Excused 0    Absent 0    Conflicts 0

 

1/19/2007   H01 Recommended Amend and Do Pass

 

ROLL CALL

Ayes:  Representative(s) Alden, Bagby, Buchanan, Dockstader, Gingery, Mercer, Olsen, Shepperson and Throne

Ayes 9    Nays 0    Excused 0    Absent 0    Conflicts 0

 

1/19/2007   H Placed on General File

 

HB0069HS001/ADOPTED

Page 2-line 9           Delete "is". BUCHANAN, CHAIRMAN

 

HB0069HW001/ADOPTED

Page 19-line 11         After "(iv) and" insert "(vii),"; after "(b)" insert "and (d)".

Page 35-After line 1    Insert:

"(vii)  The trust's taxpayer identification number (optional); and".

Page 35-After line 4    Insert:

"(d)  A certification or affidavit of trust need not contain the dispositive terms of a trust or the trust's taxpayer identification number.".  BERGER,  BUCHANAN

 

1/22/2007   H Passed CoW

 

HB0069H2001/ADOPTED

Page 30-line 1          Reinsert stricken ", or".

Page 30-line 3          After stricken "trust," insert "for personal injuries, or has a settlement agreement with a beneficiary for personal injury that has been approved by a court,".  BROWN

 

HB0069H2002/ADOPTED

Page 2-line 1           Delete "4-10-509" insert "4-10-510".

Page 3-lines 18 through 22    Delete entirely.

Page 40-After line 18   Insert:

"Section 4.  W.S. 4-10-508 is renumbered as 4-10-509.".

Renumber as necessary.  BUCHANAN

 

1/23/2007   H Passed 2nd Reading

1/24/2007   H Passed 3rd Reading

 

ROLL CALL

Ayes:  Representative(s) Alden, Anderson, R., Bagby, Berger, Blake, Brechtel, Brown, Buchanan, Childers, Cohee, Craft, Davison, Diercks, Dockstader, Edmonds, Edwards, Esquibel, F., Esquibel, K., Gentile, Gilmore, Gingery, Goggles, Hallinan, Hammons, Harshman, Harvey, Iekel, Illoway, Jaggi, Jones, Jorgensen, Landon, Lockhart, Lubnau, Madden, Martin, McOmie, Mercer, Meyer, Miller, Millin, Olsen, Petersen, Philp, Quarberg, Samuelson, Semlek, Shepperson, Simpson, Slater, Steward, Teeters, Thompson, Throne, Wallis, Walsh, Warren, White, Zwonitzer, Dn. and Zwonitzer, Dv.

Ayes 60    Nays 0    Excused 0    Absent 0    Conflicts 0

 

1/26/2007   S Received for Introduction

1/26/2007   S Introduced and Referred to S01

2/14/2007   S01 Recommended Amend and Do Pass

 

ROLL CALL

Ayes:  Senator(s) Burns, Decaria, Perkins, Ross and Sessions

Ayes 5    Nays 0    Excused 0    Absent 0    Conflicts 0

 

2/14/2007   S Placed on General File

 

HB0069SS001/ADOPTED  (TO ENGROSSED COPY)

Page 18-line 17         Delete "and".

Page 18-line 21         After "activities" delete "." insert "; and".

Page 18-after line 21   Insert:

"(ix)  The settlor has and shall maintain personal liability insurance of at least one million dollars ($1,000,000.00) or shall provide coverage equal to the fair market value of the settlor's total qualified transfers to qualified spendthrift trusts, whichever is less.  This affidavit requirement shall not apply to a qualified transfer to a trust created by a court order under W.S. 3‑3‑607.".

Page 29-line 22         Strike ", or".

Page 29-line 24         Delete all new language.

Page 30-lines 1 and 2   Delete all new language.  ROSS, CHAIRMAN

 

2/20/2007   S Passed CoW

2/21/2007   S Passed 2nd Reading

2/22/2007   S Passed 3rd Reading

 

ROLL CALL

Ayes:  Senator(s) Anderson, J., Aullman, Barrasso, Burns, Case, Coe, Cooper, Decaria, Fecht, Geis, Hastert, Hines, Jennings, Job, Johnson, Larson, Massie, Nicholas, Perkins, Peterson, Ross, Schiffer, Sessions, Townsend, Vasey and Von Flatern

Nays:  Senator(s) Meier, Mockler and Scott

Excused:  Senator(s) Peck

Ayes 26    Nays 3    Excused 1    Absent 0    Conflicts 0

 

2/22/2007   H Received for Concurrence

2/23/2007   H Did Concur

 

ROLL CALL

Ayes:  Representative(s) Alden, Anderson, R., Bagby, Berger, Blake, Brechtel, Brown, Buchanan, Childers, Cohee, Craft, Davison, Diercks, Dockstader, Edmonds, Edwards, Esquibel, F., Esquibel, K., Gentile, Gilmore, Gingery, Goggles, Hammons, Harshman, Harvey, Iekel, Illoway, Jaggi, Jones, Jorgensen, Landon, Lockhart, Lubnau, Madden, Martin, McOmie, Mercer, Meyer, Miller, Millin, Olsen, Petersen, Philp, Quarberg, Samuelson, Semlek, Shepperson, Simpson, Slater, Steward, Teeters, Thompson, Throne, Wallis, Walsh, Warren, White, Zwonitzer, Dn. and Zwonitzer, Dv.

Excused:  Representative(s) Hallinan

Ayes 59    Nays 0    Excused 1    Absent 0    Conflicts 0

 

2/23/2007   Assigned Number HEA No. 0080

2/26/2007   H Speaker Signed HEA No. 0080

2/26/2007   S President Signed HEA No. 0080

2/28/2007   Governor Signed HEA No. 0080

2/28/2007   Assigned Chapter Number

 

Chapter No. 0155  Session Laws of Wyoming 2007.