New York 2025-2026 Regular Session

New York Senate Bill S08340

Introduced
6/3/25  
Refer
6/3/25  

Caption

Provides that a person who is not a lawful permanent resident shall not be automatically disqualified to be a fiduciary.

Impact

This bill could lead to an increase in the number of individuals able to serve as fiduciaries, potentially enhancing the management and administration of estates, especially in diverse communities where non-residents may have existing ties and knowledge of local customs and legal environments. By allowing non-residents to serve in these roles, the bill aims to make the fiduciary system more inclusive and representative of New York's diverse population.

Summary

Bill S08340 addresses the eligibility criteria for fiduciaries within the surrogate's court procedure act. Specifically, it proposes the amendment of Section 707 to clarify that an individual who is not a lawful permanent resident should not be automatically disqualified from serving as a fiduciary. The implications of this change could significantly broaden the pool of individuals eligible to manage estates and act in fiduciary roles, which traditionally have been limited to lawful permanent residents in New York.

Contention

Notable points of contention surrounding S08340 may arise from concerns over the qualifications and oversight of fiduciaries who are not lawful permanent residents. Critics may argue that this change could lead to potential abuses or mismanagement of estates, questioning whether individuals lacking permanent residency possess the legal or cultural understanding required for such fiduciary responsibilities. Proponents, however, might contend that it is discriminatory to exclude capable individuals based solely on residency status, advocating for a more equitable approach to fiduciary qualifications.

Companion Bills

NY A10877

Same As Provides that a person who is not a lawful permanent resident shall not be automatically disqualified to be a fiduciary.

Previously Filed As

NY A10877

Provides that a person who is not a lawful permanent resident shall not be automatically disqualified to be a fiduciary.

NY A08049

Provides that certain persons who are not residents of the state but who have resided in the state for a certain period of time and meet certain criteria shall be eligible for in-state tuition rates.

NY S09492

Permanently authorizes the pilot residential parking permit system in the city of Buffalo.

NY A10744

Permanently authorizes the pilot residential parking permit system in the city of Buffalo.

NY A09680

Authorizes one or more demonstration projects that permit a managed long-term care plan to enroll persons that are permanently placed in a nursing home and to manage the nursing home benefit in one or more rural areas.

NY S09852

Provides that when a drug is designated or rescheduled by the federal government, it shall be deemed scheduled under NYS law automatically, without further action by the commissioner.

NY S09582

Removes being unable to read and write the English language as a reason a court may declare someone ineligible to act as a fiduciary.

NY A08760

Removes being unable to read and write the English language as a reason a court may declare someone ineligible to act as a fiduciary.

NY S10171

Provides for the types of damages that may be awarded to the persons for whose benefit an action for wrongful death is brought.

NY A02278

Requires pharmacies that are permanently discontinuing to notify customers of such discontinuance and provide information including locations of other nearby pharmacies.

Similar Bills

No similar bills found.