Wills and trusts: no contest clauses.
Summary
Existing law, in relation to wills, trusts, and other instruments, regulates no contest clauses, which are provisions in otherwise valid instruments that, if enforced, penalize beneficiaries if the beneficiaries file a contest with the court. Existing law specifies that a no contest clause will be enforced only against the following types of contests: a direct contest, as defined, that is brought without probable cause, a pleading to challenge a transfer of property on the grounds that it was not the transferor's property at the time of transfer, and the filing of a creditor's claim or prosecution of an action based on it. Existing law provides that a cause of action against a person arising from any act of that person in furtherance of the person's right of petition or free speech in connection with a public issue, as specified, shall be subject to a special motion to strike, also known as an anti-strategic lawsuit against public participation (anti-SLAPP) motion, unless the court determines there is a probability that the plaintiff will prevail on the claim. Existing law specifies additional requirements for the court's adjudication of an anti-SLAPP motion. Existing law exempts from these anti-SLAPP provisions any action brought solely in the public interest or on behalf of the general public, under specified conditions, and any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, as further specified. This bill would also exempt from the anti-SLAPP provisions an action to enforce a no contest clause in a will, trust, or other instrument.
Bill status
passed
3 of 5 stages cleared
Introduction
Feb 2021
Committee Review
Jun 2021
Senate Passage
Mar 2021
Assembly Passage
Governor
Introduced Feb 5, 2021
Last action Jun 17, 2021
Floor votes · Senate Mar 22, 2021
How they voted
34–0
Passed · 3 other
Total votes 37
Mar 22, 2021
D
Democratic29
89% Yea
R
Republican8
100% Yea
Vote distribution
All Yea
All Nay
Mixed
No data
Full legislative history
Actions timeline
Total actions
17
Key actions
5
Committee
5
Amendments
2
Jun 17, 2021
Committee
Re-referred to Com. on RLS. pursuant to Assembly Rule 96.
lower
Jun 1, 2021
Lower · Passed
From committee with author's amendments. Read second time and amended. Re-referred to Com. on JUD.
lower
Jun 1, 2021
Lower · Passed
June 8 hearing postponed by committee.
lower
May 13, 2021
Committee
Referred to Com. on JUD.
lower
Mar 22, 2021
Upper · Passed
Read third time. Passed. (Ayes 37. Noes 0. Page 569.) Ordered to the Assembly.
upper
Mar 10, 2021
Upper · Passed
From committee: Do pass. Ordered to consent calendar. (Ayes 11. Noes 0. Page 423.) (March 9).
upper
Feb 26, 2021
Upper · Passed
From committee with author's amendments. Read second time and amended. Re-referred to Com. on JUD.
upper
Feb 17, 2021
Committee
Referred to Com. on JUD.
upper
Feb 5, 2021
Introduced
Introduced. To Com. on RLS. for assignment. To print.
upper
1 primary · 0 co-sponsors
Sponsors
Role
Legislator
Party
State
District
P
Brian Jones
RRepublican
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