AB 997 California Assembly · 2011-2012 Regular Session

Professional fiduciaries.

Summary

Existing law, the Professional Fiduciaries Act, provides for the licensure and regulation of professional fiduciaries by the Professional Fiduciaries Bureau within the Department of Consumer Affairs. Existing law defines the term "professional fiduciary" and specifies those entities excluded from that term. This bill would additionally provide that a specified nonprofit corporation or charitable trust meeting certain requirements is not a professional fiduciary subject to the act.

Bill status signed all 5 stages cleared

Introduction

Feb 2011

Committee Review

Aug 2011

Assembly Passage

May 2011

Senate Passage

Aug 2011

Signed into Law

Sep 2011

Introduced Feb 18, 2011 Signed Sep 26, 2011

Floor votes · Senate Aug 22, 2011 · Assembly Aug 25, 2011

How they voted

30–0

Passed · 1 other

Total votes 31

Aug 22, 2011

D Democratic20

20 Yea

100% Yea

R Republican11

10 Yea 1

90% Yea

Vote distribution

All Yea All Nay Mixed No data

Full legislative history

Actions timeline

Total actions

Key actions

Committee

Amendments

Sep 26, 2011

Signed into law

Approved by the Governor.

legislature

Aug 25, 2011

Assembly · Passed

Assembly Vote: pass (68-0-2)

assembly

Aug 25, 2011

Lower · Passed

Senate amendments concurred in. To Engrossing and Enrolling. (Ayes 76. Noes 0. Page 2559.).

lower

Aug 22, 2011

Senate · Passed

Senate Vote: pass (30-0-1)

senate

Aug 22, 2011

Introduced

In Assembly. Concurrence in Senate amendments pending. May be considered on or after August 24 pursuant to Assembly Rule 77.

lower

Jun 27, 2011

Upper · Passed

From committee: Be placed on second reading file pursuant to Senate Rule 28.8 and be amended.

upper

Jun 14, 2011

Committee

From committee: Do pass and re-refer to Com. on APPR. (Ayes 5. Noes 0.) (June 14). Re-referred to Com. on APPR.

upper

May 26, 2011

Committee

Referred to Com. on JUD.

upper

May 5, 2011

Lower · Passed

From committee: Do pass as amended. To consent calendar. (Ayes 17. Noes 0.) (May 4).

lower

Apr 26, 2011

Committee

From committee: Do pass and re-refer to Com. on APPR. (Ayes 9. Noes 0.) (April 26). Re-referred to Com. on APPR.

lower

Apr 12, 2011

Committee

Re-referred to Com. on B., P. & C.P.

lower

Apr 5, 2011

Committee

From committee: Do pass and re-refer to Com. on B., P. & C.P. with recommendation: to consent calendar. (Ayes 10. Noes 0.) (April 5). Re-referred to Com. on B., P. & C.P.

lower

Apr 4, 2011

Committee

Re-referred to Com. on JUD.

lower

Mar 10, 2011

Committee

Referred to Com. on JUD.

lower

Feb 20, 2011

Lower · Passed

From printer. May be heard in committee March 22.

lower

1 primary · 3 co-sponsors