2022 Connecticut General Statutes
Title 45a - Probate Courts and Procedure
Chapter 802c - Trusts
Section 45a-499j. - Others treated as qualified beneficiaries.
(a) Whenever notice to qualified beneficiaries of a trust is required under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, the trustee shall also give notice to any beneficiary who sent the trustee a request for notice. The trustee may send notice to a designated representative who is qualified to represent a beneficiary under section 45a-499u in lieu of sending notice to a beneficiary.
(b) A charitable organization expressly designated to receive distributions under the terms of a charitable trust has the rights of a qualified beneficiary under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive, if the charitable organization, on the date the charitable organization's qualification is being determined: (1) Is a distributee or permissible distributee of trust income or principal; (2) would be a distributee or permissible distributee of trust income or principal upon termination of the interests of other distributees or permissible distributees then receiving or eligible to receive distributions; or (3) would be a distributee or permissible distributee of trust income or principal if the trust terminated on such date.
(c) The Attorney General has the rights of a qualified beneficiary with respect to a charitable trust if (1) the trust's principal place of administration is in this state; or (2) either the primary charitable beneficiary or the intended charitable benefit is located in this state.
(d) A person appointed to enforce a trust created for (1) the care of an animal under section 45a-489a, or (2) another noncharitable purpose as provided in section 45a-499cc, has the rights of a qualified beneficiary under sections 45a-487j to 45a-487t, inclusive, and 45a-499a to 45a-500s, inclusive.
(e) A charitable organization shall be granted the rights of a qualified beneficiary under this section only if its interest in a charitable trust is not otherwise subject to any power of appointment, removal or any other power of termination on the date that its qualification is otherwise determined under this section.
(P.A. 19-137, S. 10; P.A. 21-39, S. 2; 21-40, S. 44.)
History: P.A. 19-137 effective January 1, 2020; P.A. 21-39 amended Subsec. (a) to delete former Subdiv. (1) re trustee to give notice to representative designated under Sec. 45a-499u and former Subdiv. (2) designator, and add provision authorizing trustee to send notice to designated representative, effective January 1, 2022; P.A. 21-40 made a technical change in Subsec. (c).
