Fiduciaries

State (Maryland)
Maryland 2016 Regular Session

Maryland Fiduciary Access to Digital Assets Act [HB-256]
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.

  

Sponsored by: Rep. Kumar Barve Unfavorable Report By Health And Government Operations; Withdrawn on 02/16/2016

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State (Maryland)
Maryland 2016 Regular Session

Estates and Trusts - Elective Share of Surviving Spouse [HB-1229]
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.

  

Sponsored by: Sen. Nathaniel Oaks First Reading Judicial Proceedings on 03/21/2016

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State (Alabama)
Alabama Regular Session 2016

Fiduciaries, Revised Uniform Fiduciary Access to Digital Assets Act, adopted, fiduciaries, duties with regard to computer files, web domains, virtual currency and other digital assets [SB-164]
Fiduciaries, Revised Uniform Fiduciary Access to Digital Assets Act, adopted, fiduciaries, duties with regard to computer files, web domains, virtual currency and other digital assets

  

Sponsored by: Sen. Rodger Smitherman Indefinitely Postponed on 04/28/2016

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State (Alabama)
Alabama Regular Session 2016

Fiduciaries, Revised Uniform Fiduciary Access to Digital Assets Act, adopted, fiduciaries, duties with regard to computer files, web domains, virtual currency and other digital assets [HB-269]
Fiduciaries, Revised Uniform Fiduciary Access to Digital Assets Act, adopted, fiduciaries, duties with regard to computer files, web domains, virtual currency and other digital assets

  

Sponsored by: Rep. Juandalynn Givan Read For The First Time And Referred To The House Of Representatives Committee On Judiciary on 02/18/2016

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State (Maryland)
Maryland 2015 Regular Session

Family Law - Protecting the Resources of Children in State Custody [SB-524]
Requiring the Department of Human Resources to serve in a fiduciary capacity for children in its custody; requiring the Department, in any action, service, or decision on behalf of a child in its custody, to protect and serve the best interest of the child; requiring the Department to take specified actions when serving as a representative payee; 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.

  

Sponsored by: Sen. Delores Kelley Unfavorable Report By Judiciary on 04/03/2015

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State (Maryland)
Maryland 2015 Regular Session

Estates and Trusts - Maryland Fiduciary Access to Digital Assets Act [SB-429]
Establishing the Maryland Fiduciary Access to Digital Assets Act; authorizing specified fiduciaries to access specified digital assets under specified circumstances; authorizing a fiduciary to take specified actions concerning an asset under specified circumstances; providing that, for specified purposes, a fiduciary has the lawful consent of an account holder for the custodian to divulge the content of an electronic communication to the fiduciary and is, for the purpose of specified computer-related laws, an authorized user; etc.

  

Sponsored by: Sen. Katherine Klausmeier Unfavorable Report By Judicial Proceedings on 03/18/2015

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State (Maryland)
Maryland 2015 Regular Session

Family Law - Protecting the Resources of Children in State Custody [HB-575]
Authorizing the Department of Human Resources to serve in a fiduciary capacity for children in its custody; requiring the Department, in any action, service, or decision on behalf of a child in its custody, to protect and serve the best interest of the child; prohibiting the Department from imposing a debt obligation on a child in its custody or taking any other action that requires the child to pay for the child's own care or custody; requiring the Department to take specified actions when serving as a representative payee; etc.

  

Sponsored by: Sen. William Smith Unfavorable Report By Judiciary on 03/18/2015

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State (Maryland)
Maryland 2015 Regular Session

Estates and Trusts - Maryland Fiduciary Access to Digital Assets Act [HB-531]
Establishing the Maryland Fiduciary Access to Digital Assets Act; authorizing specified fiduciaries to access specified digital assets under specified circumstances; authorizing a fiduciary to take specified actions concerning an asset under specified circumstances; providing that, for specified purposes, a fiduciary has the lawful consent of an account holder for the custodian to divulge the content of an electronic communication to the fiduciary and is, for the purpose of specified computer-related laws, an authorized user; etc.

  

Sponsored by: Sen. Benjamin Kramer Unfavorable Report By Health And Government Operations on 03/17/2015

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State (Maryland)
Maryland 2015 Regular Session

Fiduciary Institutions - Disclosure of Financial Records - Federal Investigation Agencies [HB-1100]
Providing that a specified fiduciary institution is not prohibited from disclosing to a federal investigation agency, without a subpoena being served on the institution, an individual's financial records for use by the federal investigation agency only in the investigation of a federal criminal case in the State; defining "federal investigation agency"; and making a technical correction.

  

Sponsored by: Rep. Brett Wilson Rereferred To Economic Matters on 03/09/2015

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State (South Dakota)
South Dakota 2014 Regular Session

Revise the trust fund requirements for perpetual cemeteries, and to declare an emergency. [SB-183]
Revise the trust fund requirements for perpetual cemeteries, and to declare an emergency.

  

Sponsored by: Rep. Al Novstrup Signed By Governor S.j. 688 on 03/31/2014

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State (South Dakota)
South Dakota 2014 Regular Session

Revise various trust and trust company provisions. [HB-1047]
Revise various trust and trust company provisions.

  

Sponsored by: Rep. State Affairs Signed By Governor H.j. 388 on 02/12/2014

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State (Maryland)
Maryland 2014 Regular Session

Victims of Crime - Legal Representatives of Minors and Disabled and Elderly Persons [SB-940]
Authorizing a personal representative to request specified compensation, restitution, or financial property interest for a decedent who was a victim of a crime; providing that the rights, duties, and powers of a guardian of the person of a minor shall include serving as a victim's representative under specified circumstances; authorizing a court to order a guardian of the person of a specified person with a disability to serve as a victim's representative under specified circumstances; etc.

  

Sponsored by: Sen. Norman Stone Approved By The Governor - Chapter 207 on 04/14/2014

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State (Maryland)
Maryland 2014 Regular Session

Family Law - Protecting the Resources of Children in State Custody [SB-914]
Requiring the Department of Human Resources to serve in a fiduciary capacity for children in its custody; requiring the Department, in any action, service, or decision on behalf of a child in its custody, to protect and serve the best interest of the child; prohibiting the Department from imposing a debt obligation on a child in its custody or taking any other action that requires the child to pay for the child's own care or custody; etc.

  

Sponsored by: Sen. Delores Kelley Hearing 2/27 At 1:00 P.m. on 02/27/2014

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State (Maryland)
Maryland 2014 Regular Session

Legal Mutual Liability Insurance Society of Maryland - Conservatorship and Transfer [SB-886]
Providing for the assumption and exercise of specified powers of the Legal Mutual Liability Insurance Society of Maryland by the Minnesota Lawyers Mutual Insurance Company (Minnesota Mutual) in a specified manner for specified purposes; appointing Minnesota Mutual as conservator of the Society for a specified period for specified purposes; providing specified powers to Minnesota Mutual for specified purposes; requiring Minnesota Mutual to provide specified public notice; etc.

  

Sponsored by: Sen. Delores Kelley Approved By The Governor - Chapter 354 on 05/05/2014

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State (Maryland)
Maryland 2014 Regular Session

Maryland Trust Act [SB-240]
Repealing and revising provisions of law relating to trusts; providing that the Act may be cited as the Maryland Trust Act; providing for the scope of the Act; establishing whether a person has knowledge of a fact under the Act; establishing that a term of a trust prevails over specified other provisions of law, with specified exceptions; establishing that the common law of trusts and principles of equity supplement the Act, with a specified exception; providing for a delayed effective date of January 1, 2015; etc.

  

Sponsored by: Sen. Norman Stone Rereferred To Judiciary on 04/07/2014

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State (Maryland)
Maryland 2014 Regular Session

Maryland Trust Act [HB-83]
Repealing and revising provisions of law relating to trusts; providing that the Act may be cited as the Maryland Trust Act; providing for the scope of the Act; establishing whether a person has knowledge of a fact under the Act; establishing that a term of a trust prevails over specified other provisions of law, with specified exceptions; establishing that the common law of trusts and principles of equity supplement the Act, with a specified exception; providing for a delayed effective date; etc.

  

Sponsored by: Rep. Luiz Simmons Approved By The Governor - Chapter 585 on 05/15/2014

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State (Maryland)
Maryland 2014 Regular Session

Victims of Crime - Legal Representatives of Minors and Disabled and Elderly Persons [HB-705]
Authorizing a personal representative to request specified compensation, restitution, or financial property interest for a decedent who was a victim of a crime; providing that the rights, duties, and powers of a guardian of the person of a minor shall include serving as a victim's representative under specified circumstances; authorizing a court to order a guardian of the person of a specified person with a disability to serve as a victim's representative under specified circumstances; etc.

  

Sponsored by: Sen. Susan Lee Vetoed By The Governor (duplicative) on 05/15/2014

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State (Maryland)
Maryland 2014 Regular Session

Family Law - Protecting the Resources of Children in State Custody [HB-1270]
Requiring the Department of Human Resources to serve in a fiduciary capacity for children in its custody; requiring the Department, in any action, service, or decision on behalf of a child in its custody, to protect and serve the best interest of the child; prohibiting the Department from imposing a debt obligation on a child in its custody or taking any other action that requires the child to pay for the child's own care or custody; etc.

  

Sponsored by: Sen. Susan Lee Unfavorable Report By Judiciary; Withdrawn on 04/07/2014

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State (Maryland)
Maryland 2014 Regular Session

Legal Mutual Liability Insurance Society of Maryland - Conservatorship and Transfer [HB-1225]
Providing for the assumption and exercise of specified powers of the Legal Mutual Liability Insurance Society of Maryland by the Minnesota Lawyers Mutual Insurance Company (Minnesota Mutual) in a specified manner for specified purposes; appointing Minnesota Mutual as conservator of the Society for a specified period for specified purposes; providing powers to Minnesota Mutual for specified purposes; requiring Minnesota Mutual to provide specified public notice; authorizing transfer of specified assets and liabilities; etc.

  

Sponsored by: Rep. Sally Jameson Vetoed By The Governor (duplicative) on 05/15/2014

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State (Maryland)
Maryland 2013 Regular Session

Maryland Trust Act [SB-753]
Repealing and revising provisions of law relating to trusts; providing that the Act may be cited as the Maryland Trust Act; providing for the scope of the Act; establishing whether a person has knowledge of a fact under the Act; establishing that a term of a trust prevails over specified other provisions of law, with specified exceptions; establishing that the common law of trusts and principles of equity supplement the Act, with a specified exception; etc.

  

Sponsored by: Sen. Norman Stone Hearing 3/06 At 1:00 P.m. on 03/06/2013

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