Connecticut HB 5441: AN ACT CONCERNING LONG-TERM CARE SERVICES.
Status: PUBLIC HEARING 0317 (as of 2020-03-11)
State: Connecticut · Session: 2020 · Bill: HB 5441
Subjects: Long term care, Reports, Social Services, Department of, Studies
Sponsors: Human Services Committee
Bill Text
LCO No. 2622 1 of 11 General Assembly Raised Bill No. 5441 February Session, 2026 LCO No. 2622 Referred to Committee on JUDICIARY Introduced by: (JUD) AN ACT CONCERNING REVOCATION OF NON-PROBATE TRANSFERS AND APPOINTMENTS BY DISSOLUTION OF MARRIAGE. Be it enacted by the Senate and House of Representatives in General Assembly convened: Section 1. (NEW) (Effective January 1, 2027) (a) Except as otherwise 1 provided by law, sections 1 and 2 of this act shall apply to: (1) The 2 property of a decedent that passes outside of probate and who dies 3 while domiciled in this state, (2) property coming into the control of a 4 fiduciary who is subject to the laws of this state, (3) survivorship and 5 related accounts in this state, and (4) trusts subject to administration in 6 this state. 7 (b) Sections 1 and 2 of this act shall not apply to: (1) Wills; (2) the 8 appointment of a health care representative; (3) the appointment of an 9 agent under a power of attorney; (4) real estate owned by spouses as 10 joint tenants; (5) conservatorships of the person or the estate; or (6) 11 guardianships. 12 Sec. 2. (NEW) (Effective January 1, 2027) (a) As used in this section: 13 Raised Bill No. 5441 LCO No. 2622 2 of 11 (1) "Disposition or appointment of property" includes a transfer of an 14 item of property or any other benefit to a beneficiary designated in a 15 governing instrument; 16 (2) "Dissolution of marriage" means any final decree or judgment of 17 divorce or annulment, or any dissolution or declaration of invalidity of 18 a marriage, recognized as valid under the laws of this state. "Dissolution 19 of marriage" does not include a decree of legal separation that does not 20 terminate an individual's status as a spouse; 21 (3) "Divorced individual" means an individual whose marriage has 22 been dissolved as described in subdivision (2) of this subsection; 23 (4) "Former spouse" means a person whose marriage to the divorced 24 individual resulted in a dissolution of marriage; 25 (5) "Former spouse's relative" or "relative of the former spouse" 26 means an individual who is related to the former spouse by application 27 of the rules establishing parent-child relationships under chapter 818 of 28 the general statutes, or affinity, and who, after the dissolution of 29 marriage, is not related to the divorced individual by application of the 30 rules establishing parent-child relationships under chapter 818 of the 31 general statutes, or affinity; 32 (6) "Governing instrument" means an instrument executed by the 33 divorced individual prior to the date of dissolution of the individual's 34 marriage from the former spouse, whether made prior to or after 35 January 1, 2027, including, but not limited to, a testamentary instrument; 36 trust agreement; insurance or annuity policy; savings, retirement, 37 transfer on death, pension, deferred compensation, death benefit, stock 38 bonus or profit-sharing plan, account, arrangement, system or trust; 39 agreement with a bank, brokerage firm or investment company; 40 registration of securities in beneficiary form; other similar benefit plan; 41 or a dispositive, appointive or nominative instrument of any similar 42 type; 43 Raised Bill No. 5441 LCO No. 2622 3 of 11 (7) "Payor" means a trustee, insurer, business entity, employer, 44 government, governmental agency or subdivision, or any other person 45 authorized or obligated by law or a governing instrument to make 46 payments; 47 (8) "Person" means an individual, corporation, statutory or business 48 trust, estate, trust, partnership, limited liability company, association, 49 joint venture, court, government, governmental subdivision, agency or 50 instrumentality, public corporation or any other legal or commercial 51 entity; and 52 (9) "Revocable", with respect to a disposition, appointment, provision 53 or nomination, means one under which the divorced individual, at the 54 time of the dissolution of marriage, was alone empowered, by law or 55 under the governing instrument, to cancel the designation in favor of 56 the former spouse or former spouse's relative, whether or not the 57 divorced individual was then empowered to designate himself or 58 herself in place of the former spouse or former spouse's relative and 59 whether or not the divorced individual then had the capacity to exercise 60 the power. 61 (b) Except as provided by the express terms of a governing 62 instrument, a court order or a contract relating to the division of 63 property made between the divorced individual and the former spouse 64 prior to or after the date of dissolution of marriage, a dissolution of 65 marriage effective on or after January 1, 2027: 66 (1) Revokes any revocable: 67 (A) Disposition or appointment of property in a governing 68 instrument made by a divorced individual to or for the benefit of the 69 former spouse or a relative of the former spouse; 70 (B) Provision in a governing instrument conferring a general or 71 nongener
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