CalHFA board receives annual governance training, hears fraud-prevention briefing CalHFA board members completed annual governance training from CliftonLarsonAllen emphasizing fiduciary duties, open-meeting rules and fraud prevention; staff described existing controls, ongoing phishing tests and an agency fraud hotline.

Mandy Merchant's insightful governance training for the CalHFA board unveiled crucial fiduciary duties and essential fraud prevention tactics that every board should know.

Learn more here!

#CA #FraudPrevention #CitizenPortal #GovernanceTraining #FiduciaryDuties

Fiduciary Duties in Different States

Click the bio link to listen to the full episode.
https://bio.link/jefffink

#JeffFink #FiduciaryDuties #BusinessLaw #LLCAdvice #PartnershipProtection #CorporateResponsibility

House committee hears bipartisan support for adding tribal seat to Board of Natural Resources The House Agriculture and Natural Resources Committee heard testimony supporting House Bill 21‑17 to add a tribal representative to the Board of Natural Resources; proponents said the change would strengthen stewardship and honor treaty relationships while some counties urged protection of trust fiduciary duties.

A proposed bill aims to add a tribal representative to the Board of Natural Resources, promising to enhance decision-making and honor treaty relationships—could this be a pivotal shift in stewardship?

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#WA #FiduciaryDuties #CitizenPortal #GovernmentRepresentation

NH retirees and investors clash over bill to limit ESG in state pension decisions Witnesses for and against HB 15-85 debated whether state retirement fiduciaries should be restricted to considering only financial factors and required to document proxy-voting analyses. Investor groups warned the bill would raise costs and constrain risk analysis; advocates for the bill said it would increase transparency and protect returns.

A heated debate unfolds in New Hampshire over a proposed bill that could limit how retirement fiduciaries consider environmental and social factors in investment decisions, raising fears about risk and returns.

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#NH #ESGConsiderations #InvestmentTransparency #FiduciaryDuties

Examination Priorities

SEC 2026 Examination Priorities
• On November 17, 2025, the U.S. Securities and Exchange Commission's Division of Examinations released its 2026 Examination Priorities.

READ: www.lovelandconsulting.com/SEC-2026-Exa...

#SEC #ExaminationPriorities #AntiMoneyLaundering
#Cybersecurity #FiduciaryDuties

Appeals court questions when power of attorney permits large self‑dealing gifts Attorneys contested whether large gifts made under a power of attorney reflected the decedent’s donative intent and whether heightened scrutiny for fiduciary self‑dealing applies; appellants argued insufficient corroboration, while respondents pointed to drafting counsel testimony and contemporaneous estate planning.

A Massachusetts appeals court is dissecting whether multi-million-dollar gifts made under a power of attorney truly reflect the decedent's wishes or if they are a case of self-dealing gone too far.

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#MA #CitizenPortal #LegalEthics #FiduciaryDuties #DonativeIntent

Judge denies motion to dismiss in Elliott estate dispute, quashes noncompliant subpoena and orders discovery schedule A contested probate matter over the administration of the Ann Murphy Elliott estate continued after the court denied a motion to dismiss a petition to remove the personal representative. The judge found serious factual questions regarding funds and joint-account signatory cards, quashed a subpoena that did not comply with statutory notice rules,

A Tennessee judge has refused to dismiss a contentious estate dispute over Ann Murphy Elliott’s funds, raising serious questions about joint account ownership and fiduciary duties.

Get the details!

#TN #ProbateLaw #CitizenPortal #CivilProcedure #FiduciaryDuties #TennesseeEstateDispute

Keith Loveland, Loveland Consulting

Keith Loveland Teaching IAR CE
Fri, Nov 7, 2025
at the FPA MN Offices of Ewald Consulting
1601 Utica Ave S, Minneapolis, MN 55416

Read More www.lovelandconsulting.com/Keith-Lovela...

#LovelandConsulting #KeithLoveland #FiduciaryDuties #IAR
#FPAMinnesota #IARCE #InvestmentAdvisers #IARregistration

Fighting for Transparency in UK Higher Education: An Update From the Front Line Why I’m Pursuing Legal Action, What Happens Next, and How You Can Help Make a Difference

New Essay Released
Fighting for Transparency in UK Higher Education

“UK students pay the highest fees in Europe—yet our universities are collapsing financially. This isn’t sustainable. It isn’t democratic.”

pkahl.substack.com/p/fighting-f...

#HigherEd #Transparency #Governance #FiduciaryDuties

Rot at the Heart of Higher Education Nationalisation, Fiduciary Reform, and Epistemic Justice in the Governance Crisis of UK Universities

Potential breaches of fiduciary and trustee duties lie at the heart of the governance crisis within UK higher education.

I call for governance reform in UK universities—transparency, accountability, and epistemic integrity.

pkahl.substack.com/p/epistemic-...

#FiduciaryDuties #Governance

Court Approves Second Annual Accounting for Gabriela Rosas Trust Co-trustees Michael Rosas and Jesse Reyes receive court approval for second annual trust accounting.

The Texas Probate Court has marked a crucial moment by approving the second annual accounting for Gabriela Rosas, confirming transparency in estate management.

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#TX #CitizenPortal #LegalTransparency #EstateManagement #FiduciaryDuties #TexasProbate

Court scrutinizes Stanley Junior's adverse possession claims over family property Court evaluates validity of Stanley Junior's claim to family home amid legal confusion

A Massachusetts court is diving into a gripping case that could redefine property rights, as Stanley Junior battles to prove his claim to a family home amid complex legal challenges.

Learn more here!

#MA #CitizenPortal #FiduciaryDuties #LegalPrecedents #PropertyRights

Child welfare agency outlines new representative payee guidelines for federal benefits Agency to train representative payees on fiduciary duties and benefit management procedures

Nevada's child welfare agency is rolling out vital training for representative payees to ensure effective management of federal benefits and fiduciary responsibilities.

Get the details!

#NV #CitizenPortal #BenefitManagement #CommunitySupport #FiduciaryDuties #NevadaChildWelfare

Legislation empowers conservators to manage digital assets of protected persons Conservators may suspend or terminate digital accounts for protected individuals with court approval.

Massachusetts is on the brink of a digital revolution with Senate Bill 1048, paving the way for the legal protection of your online legacy and the rights of those managing it.

Learn more here!

#MA #CitizenPortal #DigitalRights #PrivacyProtection #FiduciaryDuties

Half-Secret Commissions – the Decision of the Court of Appeal in Expert Tooling and Automation Limited v Engie Power Limited [2025] EWCA Civ 292 Learn about half-secret commission and a forthcoming Supreme Court case in Expert Tooling and Automation Limited v Engie Power Limited.

Court of Appeal clarifies the law on “half-secret” commissions in Expert Tooling v Engie [2025]. A key read for anyone using or acting as an agent.
#AgencyLaw #CommercialLaw #FiduciaryDuties #LegalUpdate #HalfSecretCommissions

Read our blog here: emlaw.co.uk/half-secret-...

Directors have a legal duty to act in the best interests of their company & stakeholders. This article covers key duties, examples, & how to remedy a breach.

Read more: bit.ly/4iqDHiA

#DirectorsDuties #FiduciaryDuties #Ethics #Business

Delegate Cardin introduces Maryland Trust Decanting Act notification requirements House Bill 88 aims to clarify notice requirements under Maryland Trust Decanting Act.

Maryland's House Bill 88 could revolutionize trust management by ensuring timely notifications for beneficiaries, fostering transparency and trust in estate planning.

Read the full story

#MD #TransparencyInGovernance #MarylandTrusts #FiduciaryDuties #EstatePlanning #CitizenPortal

🗓️ 🎟️Join us February 21 for the Legal Colloquium: The New Climate Fiduciaries. We, the Millstein Center & ECGI will co-host a four-panel #colloquium centered on one key element of corporate governance: fiduciary duties.

📎Register https://buff.ly/40GZHyG #FiduciaryDuties

What does it mean to be on the Board of Directors of your HOA? #FiduciaryDuties Thanks for the RT @O2L