§ 45a-499u — Designated representative.

(a) The trust instrument may (1) designate one or more persons other than the settlor to represent and bind a beneficiary that is not a charity and to receive a notice, information, an accounting or a report on behalf of the beneficiary; or (2) authorize a person or persons, other than a trustee of the trust or the settlor, to designate one or more persons to represent and bind a beneficiary that is not a charity and receive any notice, information, accounting or report. The designated representative shall act in good faith on behalf of any beneficiary so represented. (b) Except as otherwise provided in sections 45a-499a to 45a-500s , inclusive, a designated representative may not represent and bind a beneficiary while the person is serving as trustee. (c) Except as otherwise provided in sections 45a-499a to 45a-500s , inclusive, a designated representative may not represent and bind another beneficiary if the person designated also is a beneficiary, unless: (1) The person was named by the settlor; or (2) The person is the beneficiary's spouse or a grandparent or descendant of a grandparent of the beneficiary or the beneficiary's spouse. (d) A designated representative is not liable to the beneficiary whose interests are represented, or to anyone claiming through that beneficiary, for any actions or omissions to act made in good faith.

Legislative History

(P.A. 19-137, S. 21; P.A. 21-39, S. 3.) History: P.A. 19-137 effective January 1, 2020; P.A. 21-39 amended Subsec. (a) to add provision re designated beneficiary to act in good faith, effective January 1, 2022.