Fiduciaries Generally
| Bills | Committee | Last action | Date |
| HB 1594 - Minchew - Small estates; checks and negotiable instruments. | (H) Committee for Courts of Justice (S) Committee for Courts of Justice | (G) Acts of Assembly Chapter text (CHAP0068) | 03/05/13 |
| notes: Provides that if the successor to a decedent receives certain small assets in the form of checks, drafts, or other negotiable instruments that are payable to the decedent, the successor may endorse or negotiate such checks, drafts, or other negotiable instruments. | |||
| SB 761 - Edwards - Fiduciary attorney-client privilege; common law privilege to be extended to seeking advice. | (S) Committee for Courts of Justice | (S) Passed by indefinitely in Courts of Justice (11-Y 3-N) | 01/28/13 |
| notes: Provides for the common law attorney-client privilege to be extended to fiduciaries when they are seeking advice from counsel. This bill specifies that only the person acting as a fiduciary is considered the client of the attorney for the purposes of this privilege. | |||
| SB 914 - Ruff - Digital accounts and assets; enables a fiduciary to gain access. | (S) Committee for Courts of Justice | (S) Stricken at the request of Patron in Courts of Justice (10-Y 0-N) | 01/30/13 |
| notes: Enables a fiduciary to gain access to the digital accounts and digital assets of the person or estate to whom he owes a fiduciary duty upon making a written request to the custodian of the digital accounts and digitals assets and submitting proof of the fiduciary relationship. | |||
| SB 973 - Black - Medical assistance services; provider information database. | (H) Committee on Health, Welfare and Institutions (S) Committee on Education and Health | (H) Tabled in Health, Welfare and Institutions | 02/14/13 |
| notes: Directs the Department of Medical Assistance Services to develop and maintain a database of all health care providers currently eligible for reimbursement for medical assistance services provided under the state plan for medical assistance and the Family Access to Medical Insurance Security Plan, and a program for checking each claim for reimbursement against the database prior to payment to verify eligibility of the provider seeking reimbursement and identify improper claims for payments. | |||
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