Modifies provisions relating to claims for relief in trust instruments
HB 2863 creates a new court process allowing trust beneficiaries (interested persons) to seek a preliminary ruling before challenging a trust. It lets them file a verified petition asking if their claim would trigger a "no-contest clause" (which could cause loss of trust assets). The court must then determine this based on the trust document and verified facts, before the beneficiary proceeds with their claim. The bill specifically lists 11 situations where no-contest clauses cannot be enforced, such as challenging trustee accounting or jurisdiction. This directly affects beneficiaries who might otherwise risk forfeiting trust assets by contesting terms.
Bill status
in committee
1 of 4 stages cleared
Introduction
Jan 2026
Committee Review
Floor Vote
Governor
Introduced Jan 7, 2026
Last action Mar 4, 2026
Floor votes
How they voted
No floor votes recorded yet.
Full legislative history
Actions timeline
Total actions
7
Key actions
2
Committee
3
Mar 4, 2026
Lower · Passed
Reported Do Pass (H) - AYES: 14 NOES: 0 PRESENT: 0
lower
Mar 4, 2026
Lower · Passed
Voted Do Pass (H)
lower
Feb 18, 2026
Committee
Referred: Financial Institutions(H)
lower
Jan 7, 2026
Introduced
Introduced and Read First Time (H)
lower
1 primary · 0 co-sponsors
Sponsors
Role
Legislator
Party
State
District
P
Cameron Parker
RRepublican
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