Transcript Highlights:

• Kevin Friel, Executive Director, Pension Fiduciary.
• including language that would clearly exempt an individual deemed incompetent for purposes of the VA fiduciary
• Without this clarification, veterans or survivors determined to need a fiduciary for VA purposes may
• her. her five children to know that she chose love over money, but is now viewed as her children's fiduciary

Bills: SB124 , SB201 , SB275 , SB410 , SB478 , SB607 , SB610 , SB611 , SB654 , SB702 , SB787 , SB831 , SB892

Committee: Senate Senate Veterans' Affairs

Keywords: Department of Veterans Affairs, disciplinary procedures, accountability, personnel actions, whistleblower protection, cancer, military, aircrew, veterans, health study, toxins, morbidity, mortality, service members, mental health, community care, accessibility, treatment programs, substance abuse, appointments

Summary: During the meeting, various members engaged in extensive discussions surrounding 15 proposed bills related to veterans' affairs. Notably, concerns regarding recent VA workforce changes sparked debates, particularly about potential cuts and their implications for veterans' care and benefits. Chairman Moran emphasized the need for thoughtful reforms and coordination with stakeholders, urging responsible measures to prevent negatively impacting service delivery. The meeting highlighted a significant bipartisan effort to enhance veterans' access to essential health services, particularly in light of recent challenges faced by the VA workforce. Senator Blumenthal's assertions about the urgent plight of veterans due to cuts in personnel drew strong reactions, showcasing the deep concern among committee members regarding the current state of veteran services.

Transcript Highlights:

• </c><00:12:50.800><c> use</c> It also addresses how fiduciaries use It also addresses how fiduciaries
• </c> investments chosen by Orisa fiduciaries investments chosen by Orisa fiduciaries and<00:14:23.360
• . fiduciaries. fiduciaries.
• </c> To suggest this bill bars a fiduciary To suggest this bill bars a fiduciary from<00:19:57.120><c
• </c><00:20:12.160><c> My</c> decisionmaking by fiduciaries. My decisionmaking by fiduciaries.

Bills: HB2988

Keywords: ERISA, retirement savings, pension plans, defined contribution plans, 401(k), 403(b), fiduciary duty, fiduciary, ESG, environmental social governance, proxy voting, shareholder rights, brokerage window, self-directed brokerage account, designated investment alternative, plan sponsor, investment adviser, service provider, non-pecuniary factors, pecuniary factors

Transcript Highlights:

• You have a trustee who's a fiduciary, holding assets for the benefit of the beneficiary.
• </c><00:19:27.080><c> relationship</c><00:19:27.720><c> you</c> you have a fiduciary relationship you
• you have a fiduciary relationship you have<00:19:27.960><c> a</c><00:19:28.080><c> trustee</c><00:19
• a trustee who's a fiduciary um have a trustee who's a fiduciary um holding<00:19:30.679><c> assets</
• who can do things like fiduciary who can do things like Investments<00:32:37.559><c> make</c><00:32:

Bills: HF747 , HF360

Committee: House Judiciary Finance and Civil Law

Keywords: corporate governance, shareholder rights, beneficial ownership, defective corporate acts, Minnesota Business Corporation Act, trusts, Uniform Trust Code, probate, estate planning, trust protector, directed trust, investment trust advisor, distribution trust advisor, excluded fiduciary, decanting, power of appointment, revocable trust, irrevocable trust, uneconomic trust, rule against perpetuities

Transcript Highlights:

• So how can he be on the board as a fiduciary and also be the whistleblower.
• But Not unimportant for me to address that you're looking at fiduciaries and proxies who will agree to
• Currently, these proxies And the members that are served on these investment boards are fiduciaries,
• now trying to achieve political goals without actually saying that and still trying to act in A fiduciary
• And more importantly, it still puts fiduciaries that want to consider everything they still have to act

Bills: HB1170

Committee: Senate Retirement and Government Resources

Keywords: fiduciary responsibility, proxy voting, public finance, Oklahoma statutes, pension plans, pecuniary factors, nonpecuniary factors, financial risk, Attorney General

Transcript Highlights:

• Family and fiduciaries. Relationship will come to order. Clerk will call the roll. Dutton: Here.
• Without objection, there being no further business of the Family and Fiduciary Relationships Committee

Bills: HB557 , HB732 , HB1892 , HB1954 , HB2301 , HB3180 , HB3405 , HB3650 , HB3758 , HB4035 , HB4621 , HB4795 , HB4870 , HB5069 , HB5137 , HB5149

Committee: House S/C on Family & Fiduciary Relationships

Keywords: child support, arrears, court enforcement, contempt, legal protections, healthcare, insurance, cost reduction, accessibility, regulations, impotency, marriage annulment, Family Code, Texas law, family law, Texas legislation, dissolution of marriage, annulment, marriage, child custody

Transcript Highlights:

• So my understanding is, as written, nothing in this bill would overshadow fiduciary duties, right?
• Yes, I am carrying another bill that deals more specifically with just fiduciary duty.

Bills: HB3057 , HB3279 , HB4428 , HB3420

Committee: Senate Retirement and Government Resources

Keywords: government reporting, information technology, child welfare, environmental policy, state agency compliance, employment restrictions, state officers, prohibited acts, government contracts, public service, public finance, pension, pension fund, retirement system, board of trustees, proxy voting, proxy proposal, shareholder vote, shareholder activism, fiduciary duty

Bills: SB5865 , SB5880 , SB5912 , SB5837 , SB5855

Committee: Senate Law & Justice

Keywords: garnishment, debt, form standardization, financial protection, legal processes, toxicology testing, laboratories, accreditation, public health, standards, indigent defense, task force, criminal justice, legal aid, public defense, guardianship, conservatorship, protective arrangement, protective arrangements, supported decision-making

Transcript Highlights:

• instruction on school finance, including how the following topics relate to school finance: the fiduciary

Bills: HB2040 , HB2142 , HB2255 , HB2379 , HB2482 , HB2575 , HB2600 , HB2764 , HB4033 , HCR2015

Committees: Senate Education , Senate Senate Education Committee of Reference

Keywords: public education, adoption, sex education, parental rights, student health information, Arizona Teachers Academy, teacher preparation, education funding, public schools, scholarships, teacher certification, community colleges, school district, governing board, training requirements, fiduciary duties, school finance, community engagement, school facilities, building renewal grants

Bills: HB2640 , HB2161 , HB2304 , HB2445 , HB2590 , HB2412

Committee: House Civil Rights & Judiciary

Keywords: Uniform Commercial Code, business filings, legal filings, commercial transactions, UCC compliance, attorney general, legal authority, state powers, judiciary, civil rights, condominium, housing, warranty, property rights, construction, probate, estate administration, inheritance, heir finder, heir locator

Transcript Highlights:

• People who administer probates must act as fiduciaries.
• People who administer probates must act as fiduciaries.

Bills: HB2453 , HB2590 , HB2445 , HB2386 , HB2585

Committee: House Civil Rights & Judiciary

Keywords: psychiatric pharmacists, mental health, pharmacy regulations, healthcare, pharmacological treatments, limited equity cooperatives, common interest ownership, housing, exemption, community ownership, probate, estate administration, inheritance, heir finder, heir locator, beneficiary interest, transfer of inheritance rights, probate for profit, personal representative, executor

Transcript Highlights:

• Treasurer to enter into a contract with a third party if the Treasurer is unable to conduct its fiduciary

Bills: HB2056 , HB2202 , HB2207 , HB2224 , HB2303 , HB2344 , HB2532 , HB2759 , HB2798

Committees: House Appropriations , House House Appropriations Committee of Reference

Keywords: brackish water, groundwater, desalination, water resources, feasibility study, environmental impact, dementia care, telementoring, healthcare education, rural communities, grant funding, braille, disability access, education funding, state corrections, inclusion, produce incentive, agriculture, economic support, funding

Bills: S0428 , S0606 , S0192 , S0162 , S0340

Committee: Senate Health Policy

Keywords: drowning prevention, water safety, swimming lessons, swim vouchers, child drowning, infant safety, toddler safety, pool safety, bath safety, safe bathing practices, postpartum education, newborn care, childbirth education, birth centers, home birth providers, Department of Health, public health, water competency, swim instruction, infant supervision

Summary: The Senate Health Policy Committee heard and advanced several health-related bills focused largely on drowning prevention, surgical smoke, human trafficking training, and chiropractic patient funds. SB 428 would expand Florida’s swim lesson voucher program from children ages 0-4 to ages 1-7; the sponsor and supporters from Nemours and the YMCA emphasized Florida’s high child drowning rates and argued that swim lessons reduce risk and should be more widely accessible. Senator Harrell noted the need to revisit funding levels as eligibility expands. The bill was reported favorably. The committee also considered SB 606, which adds drowning prevention and safe bathing education to postpartum education provided by hospitals, birthing centers, and home birth providers. A mother who lost her daughter to drowning testified in support, describing the bill as an early opportunity to educate parents. An amendment removed home birth providers from the compliance-proof requirement, and the bill was adopted as amended and reported favorably as a committee substitute. SB 162 would require hospitals and ambulatory surgical centers to adopt policies for using smoke evacuation systems during procedures that generate surgical smoke. The sponsor said the equipment is relatively inexpensive and already used in many facilities, while several senators raised concerns about the lack of supporting data, possible burdens on rural and smaller facilities, and whether the mandate should be narrower. Despite those concerns, the bill was reported favorably, with the sponsor saying more data would be provided later. The committee also approved SB 340, requiring a two-hour human trafficking course for nursing students before licensure, after amending it to make the requirement apply to students rather than nursing programs. Finally, SB 192, presented by Senator Trumbull for Senator Martin, removed the $1,500 cap on advances chiropractic physicians may collect for examinations or treatment; the Florida Chiropractic Society supported the change, and the bill passed unanimously. The committee also received an OPAGA presentation reviewing Florida’s health care practitioner regulation system and comparing board oversight, rulemaking, funding, appointments, and term-limit models in other states.

Transcript Highlights:

• And this creates an ethical rub between lawyers' fiduciary obligations to their clients and the third-party
• funders, who do not have any fiduciary duties to the clients.

Bills: S0144 , S0192 , S0332 , S0532 , S0620 , S0694 , S0820 , S0888 , S1000 , S1224 , S1396 , S1500

Committee: Senate Judiciary

Keywords: public records, employee protection, Judicial Qualifications Commission, information exemption, confidentiality, chiropractic physician, chiropractor, patient trust funds, escrow, advance payments, prepaid treatment, trust account, fiduciary duty, patient property, Florida Statutes 460.413, Board of Chiropractic Medicine, disciplinary action, commingling of funds, client funds, medical billing

Summary: The Judiciary Committee heard and advanced a series of bills on candidate disclosure, litigation financing, professional liability, public meetings, problem-solving courts, probate, wrongful conviction compensation, public records, and housing fraud. Senate Bill 620, by Senator Mayfield, would require candidates for federal, state, county, district, judicial, and school board offices to disclose any citizenship in countries other than the United States; it drew one waived-in opposition from Common Cause and was reported favorably 8-0. Senate Bill 1396, by Vice Chair Burton, would regulate litigation financing, including limits on funders’ recovery, restrictions on funder control, and disclosure of foreign entities involved; it received support from several business and tort-reform groups, opposition from the Florida Justice Association, and was reported favorably 7-2 after questions about the purpose and scope of the disclosures. Senator Martin’s bills also moved forward. SB 192 would remove the $1,500 cap on patient funds chiropractic physicians may hold in trust for prepaid services; it was supported by the Florida Chiropractic Society and reported favorably 7-0. SB 888 would extend to private contracts the current limits on indemnity and insurance requirements for architects, engineers, surveyors, and landscape architects, and it was reported favorably 7-0 after testimony from engineering and design professionals. Senator Bradley’s CS for SB 332, as amended, would create a narrow public meetings/public records exemption for pre-suit Burt Harris litigation strategy discussions by local governments; it was adopted and reported favorably 7-0. SB 820 would require quarterly reporting on problem-solving courts, including participant counts, offenses, completion, failure, and recidivism data, and it was reported favorably 10-0. SB 1500 would update uncontested probate procedures, raise certain small-estate thresholds, clarify safe-deposit-box authority, and strengthen enforcement provisions; it was reported favorably 10-0. The committee also advanced several other measures. CS for SB 694, by Senator Bracey Davis, would compensate the descendants of the Groveland Four; it was amended to divide any appropriation equally among the four family branches, received extensive emotional testimony in support, and was reported favorably 10-0. SB 144 would create a public records exemption for personal information of Judicial Qualifications Commission employees and their families due to harassment concerns, and it was reported favorably 9-1. CS for SB 1224, as amended, would make fraudulent entry into a rental dwelling a third-degree felony when done through false statements, counterfeit documents, or impersonation; it was supported by Florida Realtors and the Florida Apartment Association and reported favorably 10-0. SB 1000 would set a floor and ceiling for interest rates on law firm trust accounts tied to the Wall Street Journal prime rate, and it was reported favorably 10-0 after stakeholder compromise. The committee also took up SB 532 only to temporarily postpone it, and at the end members recorded additional affirmative votes on selected bills before adjournment.

Bills: S0326 , S0598 , S0632 , S0786 , S1110 , S1256 , S1380 , S1588 , S7042 , S7044

Committee: Senate Banking and Insurance

Keywords: curators, estates, court appointment, fiduciary duty, bond requirements, removal, surrogate, funeral homes, cemetery law, cremation, embalmer, funeral director, preneed contract, preneed funeral, human remains, unclaimed cremated remains, disposition of remains, hospice, palliative care, end-of-life care

Bills: HB3081 , HB3127 , HB3128 , HB3498 , HB2035

Committee: House Business

Keywords: fire extinguisher, licensing, public safety, age qualification, State Fire Marshal, medical marijuana, employment rights, safety-sensitive positions, workplace policies, public assistance, workforce development, economic competitiveness, task force, apprenticeships, training programs, training barriers, business growth, industry coordination, business entities, corporation law

Transcript Highlights:

• bill amends the tax code to allow a surviving spouse, surviving child, executor of the estate, or a fiduciary

Bills: HB329 , HB361 , HB546 , HB1547 , HB1745 , HB2786 , HB3235 , HB3370 , HB3575 , HJR83

Committee: House S/C on Property Tax Appraisals

Keywords: appraisal, property value, residential real estate, tax code, appraisal review board, property owners, property tax, homeowners, property owner rights, property appraisal, taxation, Texas Tax Code, real estate, ad valorem tax, homestead exemption, market value, condemnation, tax appraisal, open-space land, land use

Transcript Highlights:

• state codifies common law and makes widely accepted best practices requirements, such as setting fiduciary

Bills: SB1195 , SB1245 , SB1379 , SB1420 , SB1473 , SB1534 , SB1743 , SB1769 , SB1945

Committee: Senate Judiciary

Keywords: nuisance, racing facility, racetrack, qualified defense, local property rights, noise regulation, legal claims, felony offenses, criminal justice reform, drug offenses, DUI penalties, residential treatment, human trafficking, victims, prevention, support services, Attorney General, pilot program, grant funding, public comment

Bills: HB3014 , HB3109 , HB3126 , HB3474 , HB3594

Committee: House Pensions, Investments & Financial Services

Keywords: gift card fraud, counterfeit gift card, gift card tampering, gift card theft, prepaid card, stored value card, retail fraud, financial crimes, consumer protection, organized retail crime, gift card skimming, magnetic stripe, chip card, redemption information, gift card packaging, Penal Code, felony theft, state jail felony, third-degree felony, second-degree felony

Transcript Highlights:

• Amendments 2 through 4 are technical, and Amendment 1 just clarifies that it's not a breach of fiduciary
• EMPERS has a fiduciary duty to protect its members and to enforce the law as written.

Bills: HB27 , HB71 , HB214 , HB225 , HB244 , HB306 , HB366 , HB446 , HB473 , HB514 , HB1043 , HB1082 , SB127

Committee: House Civil Law and Procedure

Keywords: armed security, liability, concealed carry, self-defense, security officers, property tax, blighted properties, urban rehabilitation, tax exemption, local government, financial incentives, term limits, governor, Louisiana constitution, elections, gubernatorial, constitutional convention, delegates, state election, ratification

Bills: SB1873 , SB1948 , SB540 , SB1653 , SB1061 , SB1534

Committee: House Business

Keywords: roofing, contractor registration, continuing education, endorsement, construction industry, fireworks, consumer safety, local governance, emergency declaration, public safety, dentist, dental hygienist, dentistry, dental hygiene, licensure compact, interstate compact, professional licensing, license portability, health workforce, workforce shortage