--- 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: "SB 356" citation: "Rhode Island SB 356 (2025)" classification: ["bill"] subjects: [] status: "enacted" primary_sponsors: ["LaMountain", "McKenney"] version_count: 1 action_count: 14 vote_count: 2 first_action: "2025-02-21" last_action: "2025-06-13" source: "openstates" source_identifier: "ocd-bill/190d79ac-03c5-4996-bc20-cea85573a97a" source_url: "https://status.rilegislature.gov/" source_hash: "185855527031a300d7e298d7104f65ee3eb0fd4e3fb6eee7ea7ad83a4e4c30b1" 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 SB 356 (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. **356** (committee substitute) — [source](http://webserver.rilegislature.gov/BillText/BillText25/SenateText25/S0356.pdf) ## Votes - Passage — **31–0** (pass) · upper - IN CONCURRENCE — **71–0** (pass) · upper ## Sponsors - LaMountain — primary (person) - McKenney — primary (person) ## Timeline The legislative action history — every referral, reading, and vote. - **2025-02-21** 02/21/2025 Introduced, referred to Senate Judiciary `introduction, referral-committee` - **2025-03-07** 03/07/2025 Scheduled for hearing and/or consideration (03/13/2025) - **2025-03-13** 03/13/2025 Committee recommended measure be held for further study `committee-failure` - **2025-05-16** 05/16/2025 Scheduled for consideration (05/20/2025) - **2025-05-20** 05/20/2025 Committee recommends passage `committee-passage-favorable` - **2025-05-20** 05/20/2025 Placed on Senate Calendar (05/22/2025) `reading-3` - **2025-05-22** 05/22/2025 Senate read and passed `passage` - **2025-05-23** 05/23/2025 Referred to House Judiciary `referral-committee` - **2025-05-30** 05/30/2025 Scheduled for consideration (06/05/2025) - **2025-06-05** 06/05/2025 Committee recommends passage in concurrence `committee-passage-favorable` - **2025-06-06** 06/06/2025 Placed on the House Consent Calendar (06/10/2025) `reading-3` - **2025-06-10** 06/10/2025 House 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/190d79ac-03c5-4996-bc20-cea85573a97a`. Confidence: reported (aggregated from official Rhode Island legislature records).