Fiduciaries
Maryland 2018 Regular Session
Family Law - Protecting the Resources of Children in State Custody [SB-291]
Requiring the Department of Human Services to take certain actions when serving as a representative payee or fiduciary for certain federal benefits for a child in the Department's custody; requiring the Department to provide certain notice to the child, through the child's attorney, of certain actions taken with respect to certain benefits for the child; etc.
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Gettr Maryland 2018 Regular Session
Estates and Trusts - Elective Share of Surviving Spouse [HB-777]
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.
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Maryland 2018 Regular Session
Family Law - Protecting the Resources of Children in State Custody [HB-524]
Requiring the Department of Human Services to identify a representative payee or fiduciary for a child in the Department's custody; requiring the Department, when serving as the representative payee or in any other fiduciary capacity for a child, to provide certain notice to the child, through the child's attorney, of certain actions taken with respect to certain benefits for the child; etc.
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Maryland 2018 Regular Session
State Retirement and Pension System - Investment Division [HB-1012]
Clarifying that the compensation of the Executive Director for the State Retirement Agency and certain staff shall be as provided in the State budget; requiring the Board of Trustees for the State Retirement and Pension System to adopt criteria for setting the qualifications and compensation of the Chief Investment Officer for the System; establishing the Objective Criteria Committee of the Board of Trustees to make recommendations regarding the compensation of the Chief Investment Officer and positions in the Investment Division; etc.
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Maryland 2019 Regular Session
Code Revision - Estates and Trusts [SB-398]
Revising, restating, and recodifying the laws of this State relating to estates and trusts; clarifying language; making certain technical and stylistic changes; providing for the construction of the Act; and authorizing the publisher of the Annotated Code to make certain corrections in a certain manner.
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Maryland 2019 Regular Session
Estates and Trusts - Elective Share of Surviving Spouse [SB-192]
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; providing that the purpose of the Act is to ensure that the surviving spouse is reasonably provided for during the surviving spouse's lifetime; 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.
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Maryland 2019 Regular Session
Estates and Trusts - Elective Share of Surviving Spouse [HB-99]
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 that designated under the will, to ensure the surviving spouse is reasonably provided for during the surviving spouse's lifetime; 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.
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Rhode Island 2018 Regular Session
Trust [SB-2147]
Permits settlor of trust to provide for person other than trustees to direct trustee's actions/clearly establishes legal responsibilities of trust advisors/protectors.
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Rhode Island 2018 Regular Session
Trust [HB-7542]
Permits settlor of trust to provide for person other than trustees to direct trustee's actions/clearly establishes legal responsibilities of trust advisors/protectors.
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Rhode Island 2016 Regular Session
Trust [SB-2400]
Permits the settlor of a trust to provide for a person other than the trustee to direct actions of the trustee, and clearly establishes the legal responsibilities of trust advisors and trust protectors.
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Rhode Island 2016 Regular Session
Trust [HB-7482]
Permits the settlor of a trust to provide for a person other than the trustee to direct actions of the trustee, and clearly establishes the legal responsibilities of trust advisors and trust protectors.
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Maryland 2016 Regular Session
State Retirement and Pension System - Private Equity and Venture Capital Investments [SB-982]
Authorizing the Board of Trustees for the State Retirement and Pension System to enter into an agreement with the Maryland Technology Development Corporation or another entity to make and manage investments in private equity and venture capital in the State with specified additional funds; providing that an entity that provides specified services to the Board of Trustees in accordance with the Act shall be subject to specified standards of care and prohibited from taking specified actions under specified provisions of law; etc.
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Maryland 2016 Regular Session
Estates and Trusts - Elective Share of Surviving Spouse [SB-913]
Repealing specified provisions of law relating to a surviving spouse making an election to take a specified 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 specified elective share amount of a specified augmented estate; establishing the priority to be used in determining the sources from which a specified elective share amount is payable; etc.
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Maryland 2016 Regular Session
State Retirement and Pension System - Board of Trustees - Designee Appointments and Fiduciary Duties [SB-321]
Authorizing the Secretary of Budget and Management, the State Comptroller, and the State Treasurer to each appoint their respective deputies to serve as designees on the Board of Trustees for the State Retirement and Pension System; and altering a specified defined term to provide for specified fiduciary duties of members of specified committees established by the Board.
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Maryland 2016 Regular Session
Calvert County - Bonding Authority [SB-307]
Authorizing and empowering the County Commissioners of Calvert County, from time to time, to borrow not more than $9,410,000 to finance the construction, improvement, or development of specified public facilities in Calvert County and to effect such borrowing by the issuance and sale of its general obligation bonds in like par amount; etc.
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Maryland 2016 Regular Session
Family Law - Protecting the Resources of Children in State Custody [SB-262]
Requiring the Department of Human Resources to take specified actions when serving as a representative payee or fiduciary for specified federal benefits for a child in the Department's custody; requiring the Department to provide specified notice to the child, through the child's attorney, of specified actions taken with respect to specified benefits for the child; etc.
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Maryland 2016 Regular Session
Maryland Fiduciary Access to Digital Assets Act [SB-239]
Establishing the Maryland Fiduciary Access to Digital Assets Act; authorizing a user to direct a custodian of digital assets to disclose or not to disclose those assets under specified circumstances and in a specified manner; providing that the Act does not change, impair, or expand specified rights with respect to the digital assets of a user; authorizing a custodian to grant a specified fiduciary or designated recipient access to or a copy of specified records under specified circumstances; etc.
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Maryland 2016 Regular Session
Family Law - Protecting the Resources of Children in State Custody [HB-772]
Requiring the Department of Human Resources to take specified actions when serving as a representative payee or fiduciary for specified federal benefits for a child in the Department's custody; requiring the Department to provide specified notice to the child, through the child's attorney, of specified actions taken with respect to specified benefits for the child; etc.
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Maryland 2016 Regular Session
Maryland Fiduciary Access to Digital Assets Act [HB-507]
Establishing the Maryland Fiduciary Access to Digital Assets Act; authorizing a user to direct a custodian of digital assets to disclose or not to disclose those assets under specified circumstances and in a specified manner; providing that the Act does not change, impair, or expand specified rights with respect to the digital assets of a user; authorizing a custodian to grant a specified fiduciary or designated recipient access to or a copy of specified records under specified circumstances; etc.
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Maryland 2016 Regular Session
State Retirement and Pension System - Board of Trustees - Designee Appointments and Fiduciary Duties [HB-381]
Authorizing the Secretary of Budget and Management, the State Comptroller, and the State Treasurer to each appoint their respective deputies to serve as designees on the Board of Trustees for the State Retirement and Pension System; and altering a specified defined term to provide for specified fiduciary duties of members of specified committees established by the Board.