Texas 2023 - 88th Regular

Texas House Bill HB2196

Filed
2/13/23  
Out of House Committee
4/13/23  
Voted on by House
4/21/23  
Out of Senate Committee
5/10/23  
Voted on by Senate
5/17/23  
Governor Action
6/9/23  

Caption

Relating to trusts.

Impact

If enacted, HB 2196 would significantly streamline the legal framework surrounding trusts in Texas. By codifying common law principles and eliminating outdated language, the bill aims to make the creation and management of trusts more straightforward. This legislative update is particularly important for estate planning and real estate transactions, as it clarifies the rights of settlors and beneficiaries. Furthermore, it provides necessary protections against creditors, helping to ensure that trust assets are safeguarded in accordance with the law.

Summary

House Bill 2196 focuses on updating provisions related to trusts within the Texas Property Code. The bill proposes amendments that clarify the qualifications for a 'qualifying trust' and outline specific powers related to the management and revocation of trusts. Notably, the bill enables revocable trusts to qualify for homestead exemptions, a change that addresses earlier ambiguities in the law and aligns the property code with the tax code. This is designed to reduce potential litigation and confusion among practitioners of trust law, particularly when dealing with creditor claims and beneficiary rights.

Sentiment

The sentiment surrounding HB 2196 has been predominantly positive, with supporters highlighting its potential to simplify trust law and reduce unnecessary litigation. Legal experts and practitioners who provided testimony during the committee discussions largely endorsed the bill, indicating that the clarifications it introduces are well overdue. The unanimous support for the bill during committee votes and readings in both the House and Senate reflects a strong consensus on the need for these reforms.

Contention

Despite the overall support for HB 2196, there were points of discussion regarding the nuances of creditor protections and the definition of powers held by beneficiaries. Some concerned stakeholders raised questions about whether the amendments would adequately protect beneficiaries from claims by creditors, thereby ensuring that trusts serve their intended purposes. Nonetheless, the bill proceeded through the legislative process without significant opposition, emphasizing the widespread agreement on the need for clearer guidelines in trust management.

Texas Constitutional Statutes Affected

Property Code

  • Chapter 112. Creation, Validity, Modification, And Termination Of Trusts
    • Section: 035
    • Section: 036
    • Section: 0715
    • Section: 035
    • Section: 036
    • Section: 0715
    • Section: 036
    • Section: 0715
    • Section: 035
    • Section: 035
    • Section: 036
    • Section: 0715
    • Section: 035
    • Section: 036
    • Section: New Section
    • Section: 0715
  • Chapter 115. Jurisdiction, Venue, And Proceedings
    • Section: 014
    • Section: 014
    • Section: 014
    • Section: 014
    • Section: 014
  • Chapter 41. Interests In Land
    • Section: 0021
    • Section: 0021
    • Section: 0021
  • Chapter 111. General Provisions
    • Section: New Section

Companion Bills

TX SB1649

Identical Relating to trusts.

Similar Bills

CA AB288

Revocable transfer on death deeds.

LA HB286

Provides for revisions to the Trust Code

CA SB909

Uniform Trust Decanting Act.

CA SB315

Revocable transfer on death deeds.

CA SB308

Estates and trusts: instrument.

DE HB132

An Act To Amend Title 10, Title 12, Title 13, And Title 18 Of The Delaware Code Relating To Decedents Estates And Fiduciary Relations.

KS HB2172

Enacting the uniform trust decanting act, authorizing modification of a noncharitable irrevocable trust to provide that the rule against perpetuities is inapplicable, providing that the Kansas uniform statutory rule against perpetuities is inapplicable to trusts under certain circumstances and modifying the definition of resident trust in the Kansas income tax act.

TX SB631

Relating to trusts.