Fiduciaries
Maryland 2025 Regular Session
Estates and Trusts - Fiduciaries - Attorney-Client Privilege [SB-135]
Clarifying that a communication between an attorney and a client that acts as a fiduciary is subject to the attorney-client privilege even if fiduciary funds are used to compensate the attorney for services rendered to the client.
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Gettr Maryland 2025 Regular Session
Estates and Trusts - Resignation of Trustee - Notice [SB-126]
Authorizing the trustee of a trust to resign under the Maryland Trust Act on 30 days' notice to qualified beneficiaries, the settlor, if living, all cotrustees, and any person that has a right to replace or appoint a successor to the resigning trustee.
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Maryland 2025 Regular Session
Estates and Trusts - Resignation of Trustee - Notice [HB-146]
Authorizing the trustee of a trust to resign under the Maryland Trust Act on 30 days' notice to qualified beneficiaries, the settlor, if living, all cotrustees, and any person that has a right to replace or appoint a successor to the resigning trustee.
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Maryland 2025 Regular Session
Task Force to Study Fiduciary Adjudication in Maryland [SB-22]
Establishing the Task Force to Study Fiduciary Adjudication in Maryland to examine and analyze the efficiency, uniformity, and quality of fiduciary adjudication in Maryland and make recommendations; requiring the orphans' courts, circuit courts, registers of wills, and Administrative Office of the Courts to comply with certain requests of the Task Force; and requiring the Task Force to report its findings and make recommendations on or before January 1, 2026.
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Maryland 2025 Regular Session
Estates and Trusts - Maryland Trust Decanting Act - Notification and Document Transmittal [SB-158]
Specifying the manner in which notice regarding an exercise of the decanting power or the sending of a document under the Maryland Trust Decanting Act is required to be provided.
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Maryland 2025 Regular Session
Estates and Trusts - Maryland Trust Decanting Act - Notification and Document Transmittal [HB-88]
Specifying the manner in which notice regarding an exercise of the decanting power or the sending of a document under the Maryland Trust Decanting Act is required to be provided.
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Kentucky 2024 Regular Session
AN ACT relating to the fiduciary duties owed to the state-administered retirement systems. [HB-742]
Amend KRS 61.650, relating to fiduciary duties owed to the Kentucky Retirement Systems, to make a technical correction.
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Kentucky 2024 Regular Session
AN ACT relating to the Kentucky Public Employees Deferred Compensation Authority. [HB-392]
Amend KRS 18A.230 to define "self-directed brokerage account" (SDBA); amend KRS 18A.235 to authorize the board of trustees of the Kentucky Public Employees Deferred Compensation Authority (KY Deferred Comp) to purchase fiduciary liability insurance and reimburse its trustees, officers, and employees for legal expenses relating to performance of their duties; amend KRS 18A.245 to authorize KY Deferred Comp to offer SDBAs to its participants, contract with SDBA vendors, and promulgate administrative regulations relating to SDBAs for its participants;
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Tennessee 113th General Assembly
AN ACT to amend Tennessee Code Annotated, Title 35, relative to foreclosure notices. [HB-2136]
As introduced, requires the first publication for a sale of land to foreclose a deed of trust, mortgage, or other lien securing the payment of money or other thing of value or under judicial orders or process to be at least 30 days, instead of at least 20 days, previous to the sale. - Amends TCA Title 35.
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Tennessee 113th General Assembly
AN ACT to amend Tennessee Code Annotated, Title 35, relative to foreclosure notices. [SB-1855]
As introduced, requires the first publication for a sale of land to foreclose a deed of trust, mortgage, or other lien securing the payment of money or other thing of value or under judicial orders or process to be at least 30 days, instead of at least 20 days, previous to the sale. - Amends TCA Title 35.
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Kentucky 2024 Regular Session
AN ACT relating to medical directives. [HB-92]
Amend KRS 311.633 to require physicians and health care facilities to notify patients of the right to refuse compliance with advance directives or medical orders for scope of treatment; require physicians and health care facilities to provide notice of the right to request a transfer.
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Kentucky 2024 Regular Session
AN ACT relating to the administration of estates and creating an emergency. [HB-50]
Create new sections of KRS Chapter 391 to establish the Uniform Real Property Transfer on Death Act to codify provisions for the creation, administration, modification, termination, and validity of transfer on death deeds; define terms; specify that a transfer on death deed is revocable and shall be nontestmentary; establish requirements for a transfer on death deed and specify the process of recording a transfer on death deed; specify that a transfer on death deed is effective without notice to or acceptance by the beneficiary during the transferor’s
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Arizona Fifty-sixth Legislature - Second Regular Session (2024)
Government investments; products; fiduciaries; plans [SB-1013]
Government investments; products; fiduciaries; plans
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North Carolina 2023-2024 Session
Address ESG Factors [HB-750]
Address ESG Factors
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North Carolina 2023-2024 Session
Address ESG Factors [SB-737]
Address ESG Factors
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Kentucky 2023 Regular Session
AN ACT relating to the transfer of property on death. [SB-208]
Create new sections of KRS Chapter 391 to establish the Kentucky Uniform Real Property Transfer on Death Act to codify provisions for the creation, administration, modification, termination, and validity of transfer on death deeds; define terms; specify that a transfer on death deed is not an inter vivos transfer and that transfer occurs at the time of the transferor’s death; specify that the transferor retains the power to revoke a transfer on death deed; enumerate that a transfer on deed is nontestmentary; establish requirements for a transfer
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Kentucky 2023 Regular Session
AN ACT relating to interests in property. [SB-280]
Amend KRS 389A.010 to establish that a conveyance or mortgage of real estate made in contravention of the statutory provisions regarding finality of a judicial determination is voidable instead of null and void; amend KRS 65.032 to change the date for county clerks to provide and maintain a portal to allow the electronic filing of any recorded instrument from June 30, 2023, to January 1, 2024; make technical correction; RETROACTIVE.
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Kentucky 2023 Regular Session
AN ACT relating to the fiduciary duties owed to the state-administered retirement systems. [SB-166]
Amend KRS 21.450, 61.650, 78.790, and 161.430 to expand scope of persons owing a fiduciary duty to the respective state-administered retirement systems, provide that fiduciaries consider solely the interest of the members and beneficiaries of the retirement systems using only pecuniary factors and prohibit the consideration of or actions on nonpecuniary interests, including environmental, social, political, and ideological interests, and prohibit any contract or agreement from voiding such fiduciary duties; amend KRS 21.450, 61.650, and 78.790 to
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Kentucky 2023 Regular Session
AN ACT relating to the fiduciary duties owed to the state-administered retirement systems. [HB-236]
Amend KRS 21.450, 61.650, 78.790, and 161.430 to provide that fiduciaries shall consider the sole interest of the members and beneficiaries of the retirement systems using only pecuniary factors and prohibit the consideration of or actions on nonpecuniary interests including environmental, social, political, and ideological interests.
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Tennessee 113th General Assembly
AN ACT to amend Tennessee Code Annotated, Title 30; Title 34; Title 35 and Title 40, relative to persons serving in a fiduciary role. [SB-895]
As introduced, allows persons convicted of a criminal offense and sentenced to a term of imprisonment in a penitentiary to serve as executor, administrator or guardian, fiduciary, or conservator; removes the requirement that a petition for appointment of a conservator, a petition for letters of administration, and a petition for letters testamentary contain a statement of any misdemeanor conviction of the proposed conservator or personal representative. - Amends TCA Title 30; Title 34; Title 35 and Title 40.