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CA SB1117

Bill

Status

Failed

11/30/2016

Primary Sponsor

Joel Anderson

Click for details

Origin

Senate

2015-2016 Session

AI Summary

  • Exempts trust property from state and local agency claims when a deceased special needs trust beneficiary's trust transfers property to a surviving sibling who is also a special needs trust beneficiary.

  • Tolls the statute of limitations on claims by the State Department of Health Care Services, State Department of State Hospitals, State Department of Developmental Services, and county/city agencies while a special needs trust exists.

  • Requires trustees to notify relevant state departments and counties of a beneficiary's death or trust termination within four months, after which agencies have four months to file claims.

  • Adds a new exemption to Medi-Cal estate recovery rules preventing the state from claiming against property of a deceased beneficiary's special needs trust if it transfers to a surviving sibling's special needs trust.

  • Applies only to special needs trusts established on or after January 1, 1993.

Legislative Description

Public Social Service: special needs trusts.

Last Action

From committee without further action.

11/30/2016

Committee Referrals

Judiciary2/25/2016
Rules2/17/2016

Full Bill Text

No bill text available