# Tennessee HB 0817: AN ACT to amend Tennessee Code Annotated, Title 30 and Title 35, relative to trusts. Tennessee HB 0817, AN ACT to amend Tennessee Code Annotated, Title 30 and Title 35, relative to trusts., is a 114th General Assembly (2025-2026) House bill sponsored by no sponsor on record; status signed, last action 2025-04-04 (Effective date(s) 07/01/2025); PRIA reads it as touching household money (as of 2026-11-01). - Canonical: https://policyrisk.com/state-bill/TN-HB0817-2025-2026 - As of: 2026-11-01 - Plain-text twin of the page above; the HTML and this file carry the same facts. ## Facts - Bill: Tennessee HB 0817 - State: Tennessee - Session: 114th General Assembly (2025-2026) - Title: AN ACT to amend Tennessee Code Annotated, Title 30 and Title 35, relative to trusts. - Status: signed - Chamber: House - Introduced: 2025-02-04 - Last action: 2025-04-04, Effective date(s) 07/01/2025 - Sponsors: no sponsor on record - Cosponsors: 1 - Subjects: Trusts - Touches household money: yes - Roll calls: 5 (145 yes, 1 no in all) - Economic provisions PRIA read: 6 ## Summary No summary available. ## Bill overview: provisions PRIA read - Easier transfers of belongings into trusts: benefit, low. Beginning July 1, 2025, people can assign qualifying physical belongings to a trust during life or after death. They must deliver a signed writing that describes the property in general terms and specifically names the trust. It covers property owned at signing and property acquired later. Money, d… - More trusts can get replacement trustees: benefit, low. Beginning July 1, 2025, the law removes the $100,000 trust-value cap for this court appointment process. It applies when the trust lacks a workable way to name a successor or substitute trustee. A serving trustee, adult income beneficiary, or person with a vested right to remaining trust property c… - Trust documents can use electronic signing: benefit, low. Beginning July 1, 2025, specified trust documents fall under Tennessee's electronic transactions law. This includes trusts created during life and documents transferring assets into or out of trusts. It also covers specified consent, release, ratification, modification, termination, and settlement… - Easier trust notices carry legal consequences: mixed, low. Beginning July 1, 2025, trust notices must use a suitable method likely to reach the recipient. Options include first-class mail, personal delivery, delivery to the last known home or business, and properly directed electronic messages. Electronic access requires consent recorded in writing or elec… - Trust repayment liens can shrink inheritances: mixed, low. Beginning July 1, 2025, money advanced for a trust creates a lien securing repayment with reasonable interest. Covered lenders include trustees, trust advisors, trust protectors, and people identified in Tennessee Code § 35-15-701(c)(1). If a trustee is not paid or reimbursed, a lien covers all tru… - Trust tax repayments can reduce inheritances: mixed, low. Beginning December 31, 2025, trusts can repay their creators for personal income taxes tied to trust activity. The creator must be treated as owning all or part of the trust under federal grantor-trust tax rules. Covered taxes include federal, state, local, foreign, and other income taxes tied to t… ## Sponsors and cosponsors - Cosponsor: Andrew Farmer (Republican), House ## Roll call votes | Date | Chamber | Motion | Result | Yes | No | Other | | --- | --- | --- | --- | --- | --- | --- | | 2025-03-10 | Senate | FLOOR VOTE: Third Consideration 3/10/2025 | pass | 29 | 0 | | | 2025-03-03 | House | FLOOR VOTE: REGULAR CALENDAR AS AMENDED PASSAGE ON THIRD CONSIDERATION 3/3/2025 | pass | 90 | 1 | | | 2025-03-03 | House | HOUSE CALENDAR & RULES COMMITTEE | fail | 0 | 0 | | | 2025-02-26 | House | HOUSE COMMERCE COMMITTEE | pass | 21 | 0 | | | 2025-02-19 | House | HOUSE BANKING AND CONSUMER AFFAIRS SUBCOMMITTEE | pass | 5 | 0 | | ## Actions (25) - 2025-04-04: Effective date(s) 07/01/2025 - 2025-04-04: Pub. Ch. 101 - 2025-03-28: Signed by Governor. - 2025-03-20: Transmitted to Governor for his action. (House) - 2025-03-19: Signed by Senate Speaker (Senate) - 2025-03-19: Signed by H. Speaker (House) - 2025-03-11: Enrolled; ready for sig. of H. Speaker. (House) - 2025-03-10: Passed Senate, Ayes 29, Nays 0 (Senate) - 2025-03-10: Amendment withdrawn. (Amendment 1 - SA0047) (Senate) - 2025-03-10: Senate substituted House Bill for companion Senate Bill. (Senate) - 2025-03-06: Received from House, Passed on First Consideration (Senate) - 2025-03-04: Engrossed; ready for transmission to Sen. (House) - 2025-03-03: Passed H., as am., Ayes 90, Nays 1, PNV 0 (House) - 2025-03-03: H. adopted am. (Amendment 1 - HA0021) (House) - 2025-03-03: Sponsor(s) Added. (House) - 2025-02-27: H. Placed on Regular Calendar for 3/3/2025 (House) - 2025-02-26: Placed on cal. Calendar & Rules Committee for 2/27/2025 (House) - 2025-02-26: Rec. for pass. if am., ref. to Calendar & Rules Committee (House) - 2025-02-19: Placed on cal. Commerce Committee for 2/26/2025 (House) - 2025-02-19: Rec for pass if am by s/c ref. to Commerce Committee (House) - 2025-02-12: Placed on s/c cal Banking & Consumer Affairs Subcommittee for 2/19/2025 (House) - 2025-02-10: Assigned to s/c Banking & Consumer Affairs Subcommittee (House) - 2025-02-06: P2C, ref. to Commerce Committee (House) - 2025-02-05: Intro., P1C. (House) - 2025-02-04: Filed for introduction (House) ## Bill text - HA0021 (Substitute), 2025-03-03: [PDF](https://capitol.tn.gov/Bills/114/Amend/HA0021.pdf) - Enrolled / Public Chapter: [PDF](https://publications.tnsosfiles.com/acts/114/pub/pc0101.pdf) - Fiscal Note: [PDF](https://capitol.tn.gov/Bills/114/Fiscal/SB0534.pdf) - Introduced: [PDF](https://capitol.tn.gov/Bills/114/Bill/HB0817.pdf) - SA0047: [PDF](https://capitol.tn.gov/Bills/114/Amend/SA0047.pdf) ## Related bills - HB 0794: AN ACT to amend Tennessee Code Annotated, Title 4; Title 5; Title 6; Title 7; Title 8; Title 12; Title 13; Title 29; Title 54; Title 64; Title 65; Title 68 and… (failed) - HB 0489: AN ACT to amend Tennessee Code Annotated, Title 38; Title 39; Title 40 and Title 55, relative to criminal law. (failed) - HB 0162: AN ACT to amend Tennessee Code Annotated, Title 67, relative to taxes. (failed) - SB 2733: AN ACT to amend Chapter 33 of the Private Acts of 1985; as amended by Chapter 85 of the Private Acts of 2004; and any other acts amendatory thereto, relative t… (failed) - SB 2702: AN ACT to amend Chapter 154 of the Private Acts of 1955; as amended by Chapter 158 of the Private Acts of 1988; Chapter 204 of the Private Acts of 1990; and an… (failed) - SB 2690: AN ACT to make appropriations for the purpose of defraying the expenses of the state government for the fiscal years beginning July 1, 2025, and July 1, 2026,… (signed) ## Sources - [HA0021 (Substitute) (PDF)](https://capitol.tn.gov/Bills/114/Amend/HA0021.pdf) - [Enrolled / Public Chapter (PDF)](https://publications.tnsosfiles.com/acts/114/pub/pc0101.pdf) - [Fiscal Note (PDF)](https://capitol.tn.gov/Bills/114/Fiscal/SB0534.pdf) - [Introduced (PDF)](https://capitol.tn.gov/Bills/114/Bill/HB0817.pdf) - [SA0047 (PDF)](https://capitol.tn.gov/Bills/114/Amend/SA0047.pdf) ## Related - [HB 0794: AN ACT to amend Tennessee Code Annotated, Title 4; Title 5; Title 6; Title 7; T…](https://policyrisk.com/state-bill/TN-HB0794-2025-2026) - [HB 0489: AN ACT to amend Tennessee Code Annotated, Title 38; Title 39; Title 40 and Titl…](https://policyrisk.com/state-bill/TN-HB0489-2025-2026) - [HB 0162: AN ACT to amend Tennessee Code Annotated, Title 67, relative to taxes.](https://policyrisk.com/state-bill/TN-HB0162-2025-2026) - [SB 2733: AN ACT to amend Chapter 33 of the Private Acts of 1985; as amended by Chapter 8…](https://policyrisk.com/state-bill/TN-SB2733-2025-2026) - [SB 2702: AN ACT to amend Chapter 154 of the Private Acts of 1955; as amended by Chapter…](https://policyrisk.com/state-bill/TN-SB2702-2025-2026) - [SB 2690: AN ACT to make appropriations for the purpose of defraying the expenses of the…](https://policyrisk.com/state-bill/TN-SB2690-2025-2026) - [Tennessee bills](https://policyrisk.com/states/tennessee/bills) - [Tennessee state hub](https://policyrisk.com/states/tennessee) - [All state legislation](https://policyrisk.com/state-bills) Source: PRIA, https://policyrisk.com/state-bill/TN-HB0817-2025-2026 (as of 2026-11-01).