Existing law, until January 1, 2019, establishes the Professional Fiduciaries Bureau within the Department of Consumer Affairs, and requires the bureau to license and regulate professional fiduciaries. Existing law prescribes specified qualifications, including education and work experience, for licensure as a professional fiduciary. Existing law requires the licensee to initially, and annually thereafter, file with the bureau a statement under penalty of perjury as to whether, among other things, he or she has been removed for cause as a conservator, guardian, trustee, or personal representative. Existing law requires the bureau to maintain specified information in the licensee's file, including whether the licensee has ever been removed for cause or resigned as a conservator, guardian, trustee, or personal representative and requires the bureau to make this information available to a court for any purpose. Existing law requires the bureau to investigate the actions of a professional fiduciary upon receipt of a complaint from any person.
California AB 3144 (20172018) — Professional Fiduciaries Bureau.
Existing law, until January 1, 2019, establishes the Professional Fiduciaries Bureau within the Department of Consumer Affairs, and requires the bureau to license and regulate professional fiduciaries. Existing law prescribes specified qualifications, including education and work experience, for licensure as a professional fiduciary. Existing law requires the licensee to initially, and annually thereafter, file with the bureau a statement under penalty of perjury as to whether, among other things, he or she has been removed for cause as a conservator, guardian, trustee, or personal representative. Existing law requires the bureau to maintain specified information in the licensee's file, including whether the licensee has ever been removed for cause or resigned as a conservator, guardian, trustee, or personal representative and requires the bureau to make this information available to a court for any purpose. Existing law requires the bureau to investigate the actions of a professional fiduciary upon receipt of a complaint from any person.
Version chain
The bill's text revisions, in order — the diff chain from filing to enrollment.
Do pass and be re-referred to the Committee on [Appropriations] — 15–0 (pass) · lower
AB 3144 LOW Concurrence in Senate Amendments — 80–0 (pass) · lower
With recommendation: That Senate amendments be concurred in. — 15–0 (pass) · lower
AB 3144 B. & P. Assembly Third Reading By LOW — 78–0 (pass) · lower
Do pass — 7–0 (pass) · upper
Placed on suspense file — 7–0 (pass) · upper
Do pass, but first be re-referred to the Committee on [Appropriations] — 9–0 (pass) · upper
3rd Reading AB3144 Low By Hill — 39–0 (pass) · upper
Do pass. — 16–0 (pass) · lower
Sponsors
Low — primary (person)
Hill — coauthor (person)
Timeline
The legislative action history — every referral, reading, and vote.
2018-02-16 Read first time. To print. reading-1
2018-02-17 From printer. May be heard in committee March 19.
2018-03-12 Referred to Com. on B. & P. referral-committee
2018-04-24 From committee: Do pass and re-refer to Com. on APPR. (Ayes 15. Noes 0.) (April 24). Re-referred to Com. on APPR. committee-passage-favorable, committee-passage, referral-committee
2018-05-16 In committee: Set, first hearing. Referred to APPR. suspense file. referral-committee
2018-05-25 From committee: Do pass. (Ayes 16. Noes 0.) (May 25). committee-passage-favorable, committee-passage
2018-05-25 Read second time. Ordered to third reading. reading-2, reading-1
2018-05-30 Read third time. Passed. Ordered to the Senate. (Ayes 78. Noes 0. Page 5508.) reading-3, passage, reading-1
2018-05-31 In Senate. Read first time. To Com. on RLS. for assignment. reading-1
2018-06-13 Referred to Com. on B., P. & E.D. referral-committee
2018-06-19 From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on B., P. & E.D. amendment-passage, referral-committee, reading-2, reading-1, amendment-introduction
2018-06-26 From committee: Do pass and re-refer to Com. on APPR. (Ayes 9. Noes 0.) (June 25). Re-referred to Com. on APPR. committee-passage-favorable, committee-passage, referral-committee
2018-08-06 In committee: Referred to APPR. suspense file. referral-committee
2018-08-17 From committee: Do pass. (Ayes 7. Noes 0.) (August 16). committee-passage-favorable, committee-passage
2018-08-17 Read second time. Ordered to third reading. reading-2, reading-1
2018-08-20 Read third time and amended. Ordered to second reading. amendment-passage, reading-3, reading-1
2018-08-21 Read second time. Ordered to third reading. reading-2, reading-1
2018-08-27 Read third time. Passed. Ordered to the Assembly. (Ayes 39. Noes 0. Page 5806.). reading-3, passage, reading-1
2018-08-27 In Assembly. Concurrence in Senate amendments pending. May be considered on or after August 29 pursuant to Assembly Rule 77.
2018-08-28 Re-referred to Com. on B. & P. pursuant to Assembly Rule 77.2. referral-committee