Connecticut General Statutes

Conn. Gen. Stat. § 45a-499hhh (2026)

Recordkeeping and identification of trust property

✓ current as of May 2026

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(a) A trustee shall keep adequate records of the administration of the trust.

(b) A trustee shall keep trust property separate from the trustee's own property.

(c) Except as provided in subsection (d) of this section, a trustee shall cause the trust property to be designated so that the interest of the trust, to the extent feasible, appears in records maintained by a party other than a trustee or beneficiary.

(d) If the trustee maintains records clearly indicating the respective interests, a trustee may invest as a whole the property of two or more separate trusts.

(P.A. 19-137, S. 60.)

History: P.A. 19-137 effective January 1, 2020.

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Notes of Decisions

Cited in 1 case, 2020–2020 · leading case: Tunick v. Tunick, 201 Conn. App. 512 (Conn. App. Ct. 2020).

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Tunick v. Tunick, 201 Conn. App. 512 (Conn. App. Ct. 2020). “2020) § 45a-499hhh (a), a trustee is obligated to ‘‘keep adequate records of the administration of the trust,’’ and pursuant to General Statutes (Supp.”

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