Estates and Trusts - Fiduciaries - Attorney-Client Privilege [SB-135]
Clarifying that a communication between an attorney and a client that acts as a fiduciary is subject to the attorney-client privilege even if fiduciary funds are used to compensate the attorney for services rendered to the client.
SB-135: Estates and Trusts - Fiduciaries - Attorney-Client Privilege
Sponsored by: Sen. Chris West
Referred Judiciary on 03/07/2025
Property Tax – Tax Sales – Revisions [HB-59]
Requiring that certain owner-occupied property be withheld from tax sale; authorizing a county or a municipal corporation to withhold from tax sale certain property designated for redevelopment purposes; establishing a maximum rate of redemption of 10% for owner occupied property sold at tax sale; prohibiting taxes, interest, and penalties accruing after the date of a tax sale from being included in a certain payment; altering the contents of certain statements required to be sent to an owner of property subject to tax sale; etc.
HB-59: Property Tax – Tax Sales – Revisions
Sponsored by: Rep.
Hearing 3/27 At 1:00 P.m. on 03/24/2025
Estates and Trusts - Resignation of Trustee - Notice [SB-126]
Authorizing the trustee of a trust to resign under the Maryland Trust Act on 30 days' notice to qualified beneficiaries, the settlor, if living, all cotrustees, and any person that has a right to replace or appoint a successor to the resigning trustee.
SB-126: Estates and Trusts - Resignation of Trustee - Notice
Sponsored by: Sen. Chris West
Referred Judiciary on 03/07/2025
Estates and Trusts - Resignation of Trustee - Notice [HB-146]
Authorizing the trustee of a trust to resign under the Maryland Trust Act on 30 days' notice to qualified beneficiaries, the settlor, if living, all cotrustees, and any person that has a right to replace or appoint a successor to the resigning trustee.
HB-146: Estates and Trusts - Resignation of Trustee - Notice
Sponsored by: Rep. Jon Cardin
Favorable Report By Judicial Proceedings on 03/27/2025
Task Force to Study Fiduciary Adjudication in Maryland [SB-22]
Establishing the Task Force to Study Fiduciary Adjudication in Maryland to examine and analyze the efficiency, uniformity, and quality of fiduciary adjudication in Maryland and make recommendations; requiring the orphans' courts, circuit courts, registers of wills, and Administrative Office of the Courts to comply with certain requests of the Task Force; and requiring the Task Force to report its findings and make recommendations on or before January 1, 2026.
SB-22: Task Force to Study Fiduciary Adjudication in Maryland
Sponsored by: Sen. Chris West
Referred Judiciary on 02/14/2025
Estates and Trusts - Compensation of Guardians of Property and Trustees [SB-19]
Clarifying the commissions that a guardian of the property may charge; authorizing a trustee of a trust to charge compensation that is reasonable under the circumstances; and authorizing trustees who are financial institutions or members of the Maryland Bar to charge compensation that is reasonable under the circumstances and calculated in accordance with a schedule of rates filed with an appropriate agency.
SB-19: Estates and Trusts - Compensation of Guardians of Property and Trustees
Sponsored by: Sen. Chris West
Referred Judiciary on 02/14/2025
Maryland Veterans Trust – Assistance to Members of the Maryland National Guard [HB-228]
Expanding the purposes of the Maryland Veterans Trust to include providing monetary and other assistance to members of the Maryland National Guard and their families; and authorizing the Maryland Veterans Trust to expend money from the Maryland Veterans Trust Fund to provide loans and grants to members of the Maryland National Guard and their families.
HB-228: Maryland Veterans Trust – Assistance to Members of the Maryland National Guard
Sponsored by: Rep.
Referred Education, Energy, And The Environment on 03/12/2025
Estates and Trusts - Spousal Lifetime Access Trusts [SB-12]
Adding to the conditions under which an individual who creates a trust may not be considered the settlor of that trust with regard to the individual's interest in the trust; and providing that a creditor may not attach, exercise, reach, or otherwise compel distribution of certain trust assets.
SB-12: Estates and Trusts - Spousal Lifetime Access Trusts
Sponsored by: Sen. Chris West
Withdrawn By Sponsor on 03/10/2025
Estates and Trusts - Spousal Lifetime Access Trusts [HB-50]
Adding to the conditions under which an individual who creates a trust may not be considered the settlor of that trust with regard to the individual's interest in the trust; and providing that a creditor may not attach, exercise, reach, or otherwise compel distribution of certain trust assets.
HB-50: Estates and Trusts - Spousal Lifetime Access Trusts
Sponsored by: Rep. Jon Cardin
Withdrawn By Sponsor on 02/17/2025
Maryland Veterans Trust - Assistance to Members of the Maryland National Guard [SB-246]
Expanding the purposes of the Maryland Veterans Trust to include providing monetary and other assistance to members of the Maryland National Guard and their families; and authorizing the Maryland Veterans Trust to expend money from the Maryland Veterans Trust Fund to provide loans and grants to members of the Maryland National Guard and their families.
SB-246: Maryland Veterans Trust - Assistance to Members of the Maryland National Guard
Sponsored by: Sen.
Hearing 3/25 At 1:00 P.m. on 03/19/2025
Estates and Trusts - Compensation of Guardians of Property and Trustees [HB-27]
Clarifying the commissions that a guardian of the property may charge; authorizing a trustee of a trust to charge compensation that is reasonable under the circumstances; and authorizing trustees who are financial institutions or members of the Maryland Bar to charge compensation that is reasonable under the circumstances and calculated in accordance with a schedule of rates filed with an appropriate agency.
HB-27: Estates and Trusts - Compensation of Guardians of Property and Trustees
Sponsored by: Rep. Jon Cardin
Favorable Report By Judicial Proceedings on 03/27/2025