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Bill > SB540
VA SB540
VA SB540Undue influence; presumptions in actions contesting validity of a trust or trust instrument.
summary
Introduced
01/13/2026
01/13/2026
In Committee
03/02/2026
03/02/2026
Crossed Over
03/06/2026
03/06/2026
Passed
04/08/2026
04/08/2026
Dead
Signed/Enacted/Adopted
04/08/2026
04/08/2026
Introduced Session
2026 Regular Regular Session
Bill Summary
Undue influence; presumption in actions contesting validity of certain document or instrument. Provides that, in an action contesting the validity of a document or instrument that conveys or transfers real or personal property upon the death of the owner of such real or personal property, such as a trust or trust instrument, a payment on death account, or a transfer on death deed, where a presumption of undue influence arises, the fact finder shall presume that the undue influence was exerted over the decedent unless evidence leads the fact finder to determine that the decedent did intend for the real or personal property to be conveyed or transferred as indicated. Current law applies this presumption of undue influence only to actions contesting the validity of a will.
AI Summary
This bill expands the legal presumption of undue influence, which is when someone improperly pressures another person to make decisions they wouldn't otherwise make, to include challenges against trusts and other documents that transfer property upon death, such as payment on death accounts or transfer on death deeds. Currently, this presumption only applies when someone contests the validity of a will. The bill states that if a presumption of undue influence arises in a case involving these types of property transfer documents, the judge or jury (the "finder of fact") must assume that the deceased person was indeed influenced improperly, unless the evidence presented clearly shows that the deceased person genuinely intended for their property to be transferred as specified in the document.
Committee Categories
Justice
Sponsors (1)
Last Action
Acts of Assembly Chapter text (CHAP0506) (on 04/08/2026)
Official Document
bill text
bill summary
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bill summary
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bill summary
| Document Type | Source Location |
|---|---|
| State Bill Page | https://lis.virginia.gov/bill-details/20261/SB540 |
| BillText | https://lis.virginia.gov/bill-details/20261/SB540/text/CHAP0506 |
| BillText | https://lis.virginia.gov/bill-details/20261/SB540/text/SB540ER |
| BillText | https://lis.virginia.gov/bill-details/20261/SB540/text/SB540H1 |
| BillText | https://lis.virginia.gov/bill-details/20261/SB540/text/SB540HC1 |
| BillText | https://lis.virginia.gov/bill-details/20261/SB540/text/SB540 |
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