Missouri 2022 Regular Session

Missouri Senate Bill SB886

Introduced
1/5/22  
Refer
1/27/22  
Engrossed
4/6/22  
Refer
4/11/22  
Report Pass
4/20/22  
Refer
4/20/22  
Report Pass
5/2/22  
Engrossed
5/4/22  
Enrolled
5/4/22  

Caption

Modifies provisions relating to trusts

Impact

The implementation of SB 886 is set to have a significant impact on how trusts are understood and managed in Missouri. The new provisions address the complexities involved in managing multi-tiered trusts, which is particularly relevant for estate planning professionals. By allowing for more robust discretionary power for trustees, this legislation provides a clearer pathway for the management of beneficiaries' interests and addresses concerns around creditor claims against trust assets. Overall, it aims to enhance the protection and management of trust assets in accordance with the best interests of the beneficiaries.

Summary

Senate Bill 886 seeks to update and consolidate various provisions related to trusts under Missouri law. This bill repeals sections 214.160, 456.4-419, 456.5-504, and 456.5-505 and introduces new sections that clarify the authority of trustees to manage trusts more effectively. Key among the bill's provisions is the enhanced ability of trustees to create second trusts to better serve the interests of beneficiaries, especially in circumstances that involve a mix of irrevocable and revocable trusts. The bill aims to streamline the administration of trusts and improve flexibility in managing trust assets.

Sentiment

General sentiment around SB 886 appears to lean towards approval, particularly among legal professionals and estate planners who see value in modernizing trust administration. There is recognition of the bill as a beneficial change that will facilitate a more efficient management framework for trusts. However, there may be concerns regarding the balance of power between trustees and beneficiaries, particularly around discretionary distributions, prompting discussions on the potential for misuse of discretion by trustees.

Contention

While much of the discussions surrounding SB 886 have been supportive, some points of contention exist regarding the authority bestowed upon trustees under the new provisions. Critics may argue that enhanced discretionary powers could lead to inconsistencies and unfair treatment in trust distributions. Another potential area of contention is the implications this bill may have on the rights of beneficiaries, especially those with special needs or disabilities, as it may affect their access to funds while balancing the trustees' responsibilities and powers.

Companion Bills

No companion bills found.

Similar Bills

CT HB06441

An Act Adopting The Connecticut Uniform Trust Code.

AZ SB1207

Qualified spendthrift trusts

HI HB186

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UT SB0206

Estate Planning Amendments

CT SB00397

An Act Concerning Adoption Of The Uniform Trust Code, The Connecticut Uniform Directed Trust Act And The Connecticut Qualified Dispositions In Trust Act.

WI SB759

Trust administration, the Uniform Powers of Appointment Act, the Uniform Trust Decanting Act, disclosure of certain digital property, and the classification of certain digital property as individual property for purposes of determining marital property. (FE)

WI AB803

Trust administration, the Uniform Powers of Appointment Act, the Uniform Trust Decanting Act, disclosure of certain digital property, and the classification of certain digital property as individual property for purposes of determining marital property. (FE)

AR HB1019

To Amend The Law Concerning The Creation Of A Spendthrift Trust; To Create The Arkansas Spendthrift Trust Act; And To Amend The Uniform Statutory Rule Against Perpetuities.