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AL HB47

Bill

Status

Engrossed

4/12/2023

Primary Sponsor

Cynthia Almond

Click for details

Origin

House of Representatives

Regular Session 2023

AI Summary

  • Increases the minimum threshold for trustee termination of uneconomic trusts from $50,000 to $100,000.

  • Allows the $100,000 threshold to be adjusted annually starting January 1, 2024, based on changes to the Consumer Price Index (CPI-U).

  • Specifies that any adjustment shall be rounded down for increases or rounded up for decreases to the nearest $100 increment.

  • Requires the State Treasurer to publish an annual cumulative list by February 1st of each year showing the adjusted dollar amounts for trust value determinations.

  • Becomes effective immediately upon passage and approval by the Governor.

Legislative Description

Relating to the Alabama Uniform Trust Code; to amend Section 19-3B-414, Code of Alabama 1975, to further provide for the modification or termination of an uneconomic trust.

Alabama Uniform Trust Code; modification or termination of an uneconomic trust, further provided.

Last Action

Referred to Committee to Senate Banking and Insurance

4/12/2023

Committee Referrals

Banking and Insurance4/12/2023
Financial Services3/6/2023

Full Bill Text

No bill text available