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NY A09757

Bill

Status

Passed

7/22/2014

Primary Sponsor

Edward Braunstein

Click for details

Origin

Assembly

2013-2014 General Assembly

AI Summary

  • Amends subparagraph 10 of section 10-6.6 of the Estates, Powers and Trusts Law to correct a cross-reference from section 7-1.1 to section 7-1.11.

  • Clarifies that a trust creator is not considered a beneficiary when a trustee pays trust principal to the creator under section 7-1.11 or under authority granted in the trust instrument.

  • Establishes that a trust creator is not considered a beneficiary when the trustee pays or reimburses the creator for taxes on trust income or principal, or pays such taxes directly to taxing authorities.

  • Takes effect immediately and is deemed effective retroactively to November 13, 2013.

Legislative Description

Makes a technical correction relating to exercise of power of appointment and an authorized trustee's authority to invade trust principal.

Last Action

signed chap.130

7/22/2014

Committee Referrals

Judiciary6/9/2014
Judiciary5/20/2014

Full Bill Text

No bill text available