Michigan 2023-2024 Regular Session

Michigan House Bill HB5985

Introduced
9/26/24  
Refer
9/26/24  
Refer
10/15/24  
Report Pass
12/3/24  
Engrossed
12/11/24  

Caption

Retirement: judges; naming a special needs trust as beneficiary; allow. Amends sec. 506 of 1992 PA 234 (MCL 38.2506).

Impact

The implications of this bill are profound for state retirement laws, particularly in how retirement plans can be structured to benefit vulnerable populations. By permitting special needs trusts as beneficiaries, the amended law addresses concerns about maintaining the financial stability and healthcare access for individuals with disabilities. The legislative change is expected to enhance the security of retirement assets while also aligning with broader social welfare policies that promote the welfare of individuals requiring special assistance.

Summary

House Bill 5985 aims to amend the Judges Retirement Act of 1992 by allowing members to name a special needs trust as a beneficiary for their retirement allowance. This legislative change is significant as it offers a new option for judges when planning their estate, particularly aimed at protecting the financial interests of dependents with special needs. The bill facilitates the transition of retirement benefits into trusts designed to manage and safeguard these funds effectively, ensuring they provide necessary support without jeopardizing the beneficiary's eligibility for state assistance programs.

Sentiment

The sentiment surrounding HB 5985 appears to be predominantly positive, with advocates highlighting the importance of this bill for enhancing the quality of life for those with special needs. Supporters argue that it is a progressive step towards more inclusive policies that recognize the unique challenges faced by families with disabled members. However, there are some concerns about the potential administrative complexities for retirement systems in adopting this new provision, which critics argue may create additional burdens.

Contention

Notably, discussions relating to HB 5985 have touched on potential points of contention regarding its implementation. Opponents of the bill may be wary of the increased administrative work for retirement funds as they adapt to incorporate special needs trusts. There is also a broader debate regarding the use of trusts and how they interface with other forms of public assistance. These discussions emphasize the need for careful consideration of both the legislative intent and operational feasibility to ensure that the bill achieves its desired outcomes.

Companion Bills

No companion bills found.

Similar Bills

MI HB5987

Retirement: public school employees; naming a special needs trust as beneficiary; allow. Amends sec. 85 of 1980 PA 300 (MCL 38.1385).

MI SB0646

Retirement: public school employees; effect of election of retirant's divorce from spouse designated as beneficiary; modify. Amends sec. 85 of 1980 PA 300 (MCL 38.1385).

MI HB5988

Retirement: state police; naming a special needs trust as beneficiary; allow. Amends sec. 24 of 1986 PA 182 (MCL 38.1624).

AR SB126

To Amend The Arkansas Public Employees’ Retirement System Plan Regarding Survivor Benefits; And To Declare An Emergency.

AR HB1336

To Amend The Survivors' Benefit Options Under The State Police Retirement System; And To Amend The Provisions Concerning The Tier Two Deferred Retirement Option Plan Under The State Police Retirement System.

AR SB129

To Amend The State Police Retirement System Plan Regarding Survivor Benefits; And To Declare An Emergency.

WV HB3278

Allow adjustment of retirement benefit following death of beneficiary for survivor benefit

WV SB2004

Allowing retirants in PERS to designate irrevocable special needs trust as beneficiary