Fiduciaries
Arizona Fifty-sixth Legislature - First Regular Session (2023)
Government investments; fiduciaries; pecuniary benefit [SB-1500]
Government investments; fiduciaries; pecuniary benefit
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Gettr Arizona Fifty-sixth Legislature - First Regular Session (2023)
Government investments; products; fiduciaries; plans [SB-1139]
Government investments; products; fiduciaries; plans
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Arizona Fifty-sixth Legislature - First Regular Session (2023)
Government investments; plans; fiduciaries; products [HB-2471]
Government investments; plans; fiduciaries; products
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Kentucky 2023 Regular Session
AN ACT relating to the transfer of property on death. [HB-72]
Create new sections of KRS Chapter 394 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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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. [HB-19]
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.
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Maryland 2022 Regular Session
State Retirement and Pension System - Investment Climate Risk - Fiduciary Duties [HB-740]
Requiring a fiduciary of the State Retirement and Pension System to consider certain climate risks on the System's assets; requiring a climate risk assessment to include a certain review of the System's investment portfolio to determine the level of climate risk across certain sectors and asset classes, identification of investment opportunities in certain energy sectors, a process for regular reassessment of certain impact of climate risk, and utilization of the best data and practices for climate risk analyses; etc.
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Maryland 2022 Regular Session
State Retirement and Pension System – Investment Climate Risk – Fiduciary Duties [SB-566]
Requiring a fiduciary of the State Retirement and Pension System to consider certain climate risks on the System's assets; requiring a climate risk assessment to include a certain review of the System's investment portfolio to determine the level of climate risk across certain sectors and asset classes, identification of investment opportunities in certain energy sectors, a process for regular reassessment of certain impact of climate risk, and utilization of the best data and practices for climate risk analyses; etc.
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Maryland 2022 Regular Session
Town of Hancock (Washington County) - Urban Renewal Authority for Blight Clearance [HB-543]
Granting the Town of Hancock in Washington County the authority to exercise urban renewal powers in areas zoned for commercial use for blight clearance and redevelopment under Article III, Section 61 of the Maryland Constitution; and authorizing the municipality to levy certain taxes and issue general obligation bonds and revenue bonds to carry out urban renewal powers.
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Maryland 2022 Regular Session
Town of Williamsport (Washington County) - Urban Renewal Authority for Blight Clearance [HB-528]
Granting the Town of Williamsport in Washington County the authority to exercise urban renewal powers in areas zoned for commercial use for blight clearance and redevelopment under Article III, Section 61 of the Maryland Constitution; and authorizing the municipality to levy certain taxes and issue general obligation bonds and revenue bonds to carry out urban renewal powers.
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Kentucky 2022 Regular Session
AN ACT relating to civil proceedings and declaring an emergency. [HB-170]
Create a new section of KRS 387.010 to 387.280 to establish a new procedure for legal settlements with a minor when the amount of the settlement is $25,000 or less; amend KRS 387.280 to conform.
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Maryland 2022 Regular Session
Fiduciary Institutions - Investigation of Financial Abuse and Financial Exploitation - Records Disclosure [SB-175]
Requiring a fiduciary institution to disclose certain financial records from a specified period of time that are requested in writing by an adult protective services program that is investigating suspected financial abuse or financial exploitation; authorizing an adult protective services agency or a law enforcement agency to share certain information with a fiduciary institution that made a report of suspected financial abuse or financial exploitation; etc.
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Tennessee 112th General Assembly
AN ACT to amend Tennessee Code Annotated, Title 35 and Title 67, relative to fiduciary income and principal. [SB-877]
As introduced, enacts the "Uniform Fiduciary Income and Principal Act." - Amends TCA Title 35 and Title 67.
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Maryland 2021 Regular Session
State Retirement and Pension System - Fiduciary Insurance [HB-844]
Authorizing the State to purchase a certain insurance policy to satisfy a bond requirement to protect certain losses of State Retirement and Pension System assets.
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Maryland 2021 Regular Session
State Retirement and Pension System - Fiduciary Insurance [SB-641]
Authorizing the State to purchase a certain insurance policy to satisfy a bond requirement to protect certain losses of State Retirement and Pension System assets.
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Tennessee 112th General Assembly
AN ACT to amend Tennessee Code Annotated, Title 35 and Title 67, relative to fiduciary income and principal. [HB-410]
As introduced, enacts the "Uniform Fiduciary Income and Principal Act." - Amends TCA Title 35 and Title 67.
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Kentucky 2021 Regular Session
AN ACT relating to the Revised Uniform Fiduciary Access to Digital Assets Act. [SB-72]
Amend KRS 395A.060, relating to the procedure for disclosing digital assets, to clarify that a custodian can assess a reasonable administrative charge except in cases in which the user would have had access to the digital assets for free or for no additional charge.
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Tennessee 111th General Assembly
As introduced, enacts the "Uniform Fiduciary Income and Principal Act." - Amends TCA Title 35 and Title 67. [SB-404]
As introduced, enacts the "Uniform Fiduciary Income and Principal Act." - Amends TCA Title 35 and Title 67.
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Tennessee 111th General Assembly
As introduced, enacts the "Uniform Fiduciary Income and Principal Act." - Amends TCA Title 35 and Title 67. [HB-631]
As introduced, enacts the "Uniform Fiduciary Income and Principal Act." - Amends TCA Title 35 and Title 67.
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Maryland 2018 Regular Session
Maryland Pension Climate Change Risk Act [SB-898]
Requiring that, consistent with certain fiduciary duties, the investment policy manual adopted by the Board of Trustees for the State Retirement and Pension System include certain policies and address certain details regarding the management of climate risks in the investment of State Retirement and Pension System assets; requiring the Board of Trustees to conduct or commission a climate risk assessment of the investments of the several systems by January 31, 2019, and every 4 years thereafter; etc.
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Maryland 2018 Regular Session
Estates and Trusts - Elective Share of Surviving Spouse [SB-649]
Repealing certain provisions of law relating to a surviving spouse making an election to take a certain share of the net estate of the decedent instead of the property left to the surviving spouse under the will; providing that a surviving spouse may take a certain elective share amount of a certain estate subject to election; establishing the priority to be used in determining the sources from which a certain elective share amount is payable; etc.