A number of pieces of passed legislation were mentioned at the presentation but weren't included in the outline. Here are the details:
· AB 1525 (Lowenthal), Stats. 2014, Ch. 450: City clerks of charter cities can now perform marriage ceremonies
· SB 1306 (Leno), Stats. 2014, Ch. 82: includes “housekeeping” to reflect legality of same sex marriages in CA (e.g., revises language throughout the Family Code to refer to marriage between 2 persons, rather than to husband and wife)
· AB 1755 (Gomez), Stats. 2014, Ch. 412: Requires reporting of unauthorized access to or disclosure of patient medical information
· AB1951 (Gomez), Stats. 2014, Ch. 334: Eff. 1/1/2016, new rules for birth records to include options for mother, father and parent to describe parent’s relationship to the child
· AB 2344 (Ammiano), Stats 2014, Ch 636: establishes statutory forms for assisted reproduction to provide clarity regarding a person’s intent to be a legal parent; establishes procedures for conducting a step-parent adoption under certain circumstances.
2. With respect to the legislation that had not passed which would have allowed a private professional fiduciary to obtain a license for the business, rather than a license being for the individual: I commented that this would be a boon to clients who need a private professional fiduciary for a term longer trust beneficiary or conservatee’s lifetime, and I wasn’t sure why it had not passed. Someone came up to me after the meeting and explained that one reason it hadn’t passed was the difficulty of protecting the public: there is no way to bond a corporation, only an individual. (Bank trustees are exempt from bonding requirements because they are subject to other regulatory requirements that would provide enough protection)
