Sec. 45a-499j. Others treated as qualified beneficiaries.
331 words·~2 min read·
/ct/title-45a/chapter-802c-trusts/45a-499j·A research copy — for the controlling text, always check the official state or federal source. Not legal advice.
(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.