California 2025-2026 Regular Session

California Assembly Bill AB586

Introduced
2/12/25  
Refer
3/3/25  
Report Pass
4/1/25  
Refer
4/1/25  
Report Pass
4/21/25  
Refer
4/22/25  
Report Pass
4/22/25  
Refer
4/22/25  
Refer
4/30/25  
Report Pass
5/23/25  
Engrossed
6/2/25  
Refer
6/3/25  
Refer
6/11/25  
Report Pass
6/26/25  
Refer
6/26/25  
Report Pass
7/8/25  
Refer
7/9/25  
Report Pass
7/16/25  
Refer
7/16/25  
Report Pass
8/18/25  
Refer
8/18/25  

Caption

Professional fiduciaries.

Impact

This bill modifies the existing Professional Fiduciaries Act and the Moscone-Knox Professional Corporation Act, expanding the definition of professional fiduciaries to include professional fiduciary corporations. Consequently, these corporations will need to ensure compliance with state laws, significantly impacting procedures around how fiduciary services are rendered. Moreover, any failure by licensees or these corporations to comply with regulatory demands, such as timely responses to the Bureau's inquiries, may lead to increased disciplinary actions, including potential license suspension or revocation.

Summary

Assembly Bill 586, introduced by Assembly Member Flora, aims to amend various sections of the Business and Professions Code and the Probate Code to establish new regulations for professional fiduciaries. The bill permits the formation of professional fiduciary professional corporations, which are corporations formed specifically to provide fiduciary services. This legislation would impose requirements on these corporations, including registration with the Secretary of State and adherence to additional fiduciary regulations, thereby broadening the scope of professional fiduciaries and how they operate within California's legal framework.

Sentiment

The sentiment surrounding AB 586 appears mixed. Proponents argue that the bill will streamline the operations of fiduciary services which can lead to enhanced consumer protection and improved professional standards in the industry. On the contrary, there is concern from various stakeholders regarding the implications for privacy and the restriction of public access to certain information that may impact client trust in fiduciary professionals. The tension between regulatory compliance and privacy rights is a significant point of discussion among legislators and advocates.

Contention

One notable point of contention is centered on the potential for increased regulations to inadvertently inhibit less-established fiduciaries or small operations from being able to meet new requirements. Additionally, the bill’s provisions regarding limitations on public access to fiduciary documentation have raised concerns about the transparency of the fiduciary services sector. The balance between consumer protection and the operational independence of fiduciaries is likely to remain a focal point of debate as the bill progresses through legislative scrutiny.

Companion Bills

No companion bills found.

Previously Filed As

CA AB2148

Professional fiduciaries.

CA AB1262

Professional fiduciaries.

CA SB1526

Consumer affairs.

CA SB639

Medical professionals: course requirements.

CA SB1452

Architecture and landscape architecture.

CA AB3253

Board for Professional Engineers, Land Surveyors, and Geologists: licensees: professional land surveyors: surveying practices: monuments and corner accessories.

CA SB1451

Professions and vocations.

CA AB1707

Health professionals and facilities: adverse actions based on another state’s law.

CA SB816

Professions and vocations.

CA AB1399

Veterinary medicine: veterinarian-client-patient relationship: telehealth.

Similar Bills

CA SB1024

Replacement of an incapacitated or deceased professional fiduciary.

CA AB3144

Professional Fiduciaries Bureau.

CA AB1262

Professional fiduciaries.

CA AB2148

Professional fiduciaries.

CA AB1194

Conservatorship.