# Wyoming SF 97: AN ACT relating to the uniform trust code; clarifying the definition of "qualified trustee"; specifying who is required to receive notice for judicial proceedings related to trusts; specifying that no rule of perpetuities applies to noncharitable purpose trusts; specifying when a trustee can reimburse a person for certain tax costs attributable to the trust; specifying applicability; and providing for an effective date.

Wyoming SF 97, AN ACT relating to the uniform trust code; clarifying the definition of "qualified trustee"; specifying who is required to receive notice for judicial proceedings related to trusts; specifying that no rule of perpetuities applies to noncharitable purpose trusts; specifying when a trustee can reimburse a person for certain tax costs attributable to the trust; specifying applicability; and providing for an effective date., is a 2025 General Session Senate bill sponsored by Cale Case (Republican); status signed, last action 2025-03-05 (Assigned Chapter Number 115) (as of 2026-11-01).

- Canonical: https://policyrisk.com/state-bill/WY-SF97-2025
- As of: 2026-11-01
- Plain-text twin of the page above; the HTML and this file carry the same facts.

## Facts
- Bill: Wyoming SF 97
- State: Wyoming
- Session: 2025 General Session
- Title: AN ACT relating to the uniform trust code; clarifying the definition of "qualified trustee"; specifying who is required to receive notice for judicial proceedings related to trusts; specifying that no rule of perpetuities applies to noncharitable purpose trusts; specifying when a trustee can reimburse a person for certain tax costs attributable to the trust; specifying applicability; and providing for an effective date.
- Status: signed
- Chamber: Senate
- Introduced: 2025-01-08
- Last action: 2025-03-05, Assigned Chapter Number 115
- Sponsor: Cale Case (Republican)
- Cosponsors: 3
- Touches household money: no
- Roll calls: 4 (102 yes, 0 no in all)
- Economic provisions PRIA read: 4

## Summary

No summary available.

## Bill overview: provisions PRIA read

- Trust owners can receive tax reimbursements: benefit, medium. Beginning July 1, 2025, these rules cover trusts created or becoming subject to Wyoming’s Uniform Trust Code from that date. Trustees can pay or reimburse personal income taxes for people treated as owners of all or part of a trust. Payments cover taxes tied to trust income, capital gains, deductio…
- Longer-lasting trusts for noncharitable purposes: benefit, low. Beginning July 1, 2025, these rules cover trusts created or becoming subject to Wyoming’s Uniform Trust Code from that date. Common-law rules limiting trust duration do not apply to covered noncharitable purpose trusts. Other common-law rules against perpetuities also do not apply. These rules no l…
- Narrower notice rights in trust cases: cost, low. Beginning July 1, 2025, these rules cover trusts created or becoming subject to Wyoming’s Uniform Trust Code from that date. Notice of trust-related court proceedings is required only for people meeting Wyoming law’s definition of an interested person. People outside that definition are not entitle…
- Tighter rules for qualified Wyoming trustees: cost, low. Beginning July 1, 2025, these rules cover trusts created or becoming subject to Wyoming’s Uniform Trust Code from that date. Qualified trustees must be authorized under Wyoming law or be regulated financial institutions conducting at least one activity in Wyoming. Nonresident individuals and entiti…

## Sponsors and cosponsors

- Sponsor: Cale Case (Republican), Senate
- Cosponsor: Martha Lawley (Republican), House
- Cosponsor: Tara Nethercott (Republican), Senate
- Cosponsor: Jared Olsen (Republican), Senate

## Roll call votes

| Date | Chamber | Motion | Result | Yes | No | Other |
| --- | --- | --- | --- | --- | --- | --- |
| 2025-03-03 | House | H 3rd Reading:Passed 60-0-2-0-0 | pass | 60 | 0 |   |
| 2025-02-24 | House | H09 - Minerals:Recommend Do Pass 8-0-1-0-0 | pass | 8 | 0 |   |
| 2025-02-03 | Senate | S 3rd Reading:Passed 31-0-0-0-0 | pass | 31 | 0 |   |
| 2025-01-27 | Senate | S09 - Minerals:Recommend Do Pass 3-0-2-0-0 | pass | 3 | 0 |   |

## Actions (20)

- 2025-03-05: Assigned Chapter Number 115
- 2025-03-05: Governor Signed SEA No. 0066 (Governor)
- 2025-03-03: H Speaker Signed SEA No. 0066 (House)
- 2025-03-03: S President Signed SEA No. 0066 (Senate)
- 2025-03-03: Assigned Number SEA No. 0066
- 2025-03-03: H 3rd Reading:Passed 60-0-2-0-0 (House)
- 2025-02-28: H 2nd Reading:Passed (House)
- 2025-02-27: H COW:Passed (House)
- 2025-02-24: H Placed on General File (House)
- 2025-02-24: H09 - Minerals:Recommend Do Pass 8-0-1-0-0 (House)
- 2025-02-18: H Introduced and Referred to H09 - Minerals (House)
- 2025-02-03: H Received for Introduction (House)
- 2025-02-03: S 3rd Reading:Passed 31-0-0-0-0 (Senate)
- 2025-01-31: S 2nd Reading:Passed (Senate)
- 2025-01-30: S COW:Passed (Senate)
- 2025-01-27: S Placed on General File (Senate)
- 2025-01-27: S09 - Minerals:Recommend Do Pass 3-0-2-0-0 (Senate)
- 2025-01-22: S Introduced and Referred to S09 - Minerals (Senate)
- 2025-01-10: S Received for Introduction (Senate)
- 2025-01-08: Bill Number Assigned

## Bill text

- Enrolled: [PDF](https://wyoleg.gov/2025/Enroll/SF0097.pdf)
- Introduced: [PDF](https://wyoleg.gov/2025/Introduced/SF0097.pdf)

## Related bills

- SF 104: AN ACT relating to the probate code; amending maximum values for certain proceedings relating to the probate of estates; clarifying the effect of certain discl… (signed)
- HB 62: AN ACT relating to crimes and offenses; amending the crimes of prostitution and solicitation of prostitution to include acts of sexual contact; providing defin… (signed)
- SF 95: AN ACT relating to banks, banking and finance; providing for the conversion of special purpose depository institutions into public trust companies; amending ca… (signed)
- HB 279: AN ACT relating to property taxation; specifying that if multiple property tax exemptions apply to the same property the exemptions shall be applied in the man… (signed)
- SF 10: AN ACT relating to children; authorizing parents and guardians to enter into binding settlements on behalf of their minor children as specified; specifying lim… (signed)
- SF 91: AN ACT relating to crimes and offenses and state lands; creating a misdemeanor offense for injury to petroglyphs, pictographs and historic inscriptions; provid… (signed)

## Sources
- [Enrolled (PDF)](https://wyoleg.gov/2025/Enroll/SF0097.pdf)
- [Introduced (PDF)](https://wyoleg.gov/2025/Introduced/SF0097.pdf)

## Related
- [SF 104: AN ACT relating to the probate code; amending maximum values for certain procee…](https://policyrisk.com/state-bill/WY-SF104-2025)
- [HB 62: AN ACT relating to crimes and offenses; amending the crimes of prostitution and…](https://policyrisk.com/state-bill/WY-HB62-2025)
- [SF 95: AN ACT relating to banks, banking and finance; providing for the conversion of…](https://policyrisk.com/state-bill/WY-SF95-2025)
- [HB 279: AN ACT relating to property taxation; specifying that if multiple property tax…](https://policyrisk.com/state-bill/WY-HB279-2025)
- [SF 10: AN ACT relating to children; authorizing parents and guardians to enter into bi…](https://policyrisk.com/state-bill/WY-SF10-2025)
- [SF 91: AN ACT relating to crimes and offenses and state lands; creating a misdemeanor…](https://policyrisk.com/state-bill/WY-SF91-2025)
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Source: PRIA, https://policyrisk.com/state-bill/WY-SF97-2025 (as of 2026-11-01).
