Legislation: batch D — NY OH OK OR PA RI SC SD TX UT

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 17:28:03 -04:00
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+---
+type: "Bill"
+title: "AN ACT RELATING TO FIDUCIARIES -- APPLICATION OF LAWS TO TRUSTS"
+description: "Provides that a communication between an attorney and client acting as a trustee or other fiduciary, is privileged and protected from disclosure to the same extent as if the client was acting in his, her, or its individual capacity."
+jurisdiction: "us/states/ri"
+legislature: "Rhode Island General Assembly"
+session: "2025"
+identifier: "HB 5365"
+citation: "Rhode Island HB 5365 (2025)"
+classification: ["bill"]
+subjects: []
+status: "enacted"
+primary_sponsors: ["Caldwell", "Craven", "McEntee"]
+version_count: 1
+action_count: 14
+vote_count: 1
+first_action: "2025-02-07"
+last_action: "2025-06-13"
+source: "openstates"
+source_identifier: "ocd-bill/f439e604-1727-41ad-bdf6-dc35985cfd09"
+source_url: "https://status.rilegislature.gov/"
+source_hash: "8a9d6563daeac5583175944d5866f3da04322b1995780320d3f5bbc786e1e575"
+vintage: "2026-07-01"
+source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
+retrieved_at: "2026-07-06"
+confidence: "reported"
+tags: ["legislation", "bill", "us-ri"]
+---
+
+# Rhode Island HB 5365 (2025) — AN ACT RELATING TO FIDUCIARIES -- APPLICATION OF LAWS TO TRUSTS
+
+Provides that a communication between an attorney and client acting as a trustee or other fiduciary, is privileged and protected from disclosure to the same extent as if the client was acting in his, her, or its individual capacity.
+
+## Version chain
+
+The bill's text revisions, in order — the diff chain from filing to enrollment.
+
+1. **5365** (committee substitute) — [source](http://webserver.rilegislature.gov/BillText/BillText25/HouseText25/H5365.pdf)
+
+## Votes
+
+- PASSAGE — **72–0** (pass) · lower
+
+## Sponsors
+
+- Caldwell — primary (person)
+- Craven — primary (person)
+- McEntee — primary (person)
+
+## Timeline
+
+The legislative action history — every referral, reading, and vote.
+
+- **2025-02-07** 02/07/2025 Introduced, referred to House Judiciary `introduction, referral-committee`
+- **2025-02-28** 02/28/2025 Scheduled for hearing and/or consideration (03/04/2025)
+- **2025-03-04** 03/04/2025 Committee recommended measure be held for further study `committee-failure`
+- **2025-05-16** 05/16/2025 Scheduled for consideration (05/22/2025)
+- **2025-05-22** 05/22/2025 Committee recommends passage `committee-passage-favorable`
+- **2025-05-23** 05/23/2025 Placed on House Calendar (05/27/2025) `reading-3`
+- **2025-05-27** 05/27/2025 House read and passed `passage`
+- **2025-05-30** 05/30/2025 Referred to Senate Judiciary `referral-committee`
+- **2025-05-30** 05/30/2025 Scheduled for consideration (06/02/2025)
+- **2025-06-02** 06/02/2025 Committee recommends passage in concurrence `committee-passage-favorable`
+- **2025-06-06** 06/06/2025 Placed on the Senate Consent Calendar (06/10/2025) `reading-3`
+- **2025-06-10** 06/10/2025 Senate passed in concurrence `passage`
+- **2025-06-10** 06/10/2025 Transmitted to Governor `executive-receipt`
+- **2025-06-13** 06/13/2025 Signed by Governor `executive-signature`
+
+## Source
+
+OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/f439e604-1727-41ad-bdf6-dc35985cfd09`. Confidence: reported (aggregated from official Rhode Island legislature records).
+