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RPTE eReport

Fall 2023/Winter 2024

Uniform Law Commission RPTE Projects Winter 2023 Update—Trust and Estate

Jane E Sternecky

Summary

  • The updates to the act, now available for enactment in all states and jurisdictions, reflect the increased prevalence of non-traditional family relationships and living arrangements, an increase in the use of electronic documents, a growing use of distinct directives for mental health care, and other developments in the way healthcare is administered.
  • Additionally, the act builds upon 30 years of experience since the prior update, incorporating the legal and medical communities’ knowledge and understanding of how advance directives are made and used.
  • The RPTE Section appoints at least one Advisor to each uniform law commission project involving the law of real property, trusts and estates.
Uniform Law Commission RPTE Projects Winter 2023 Update—Trust and Estate
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Newly-Approved Acts

Revisions to the Uniform Health-Care Decisions Act

This act governs living wills and powers of attorney for health care, and reflects societal and technological changes that have occurred since it was last updated in 1993. The updates to the act, now available for enactment in all states and jurisdictions, reflect the increased prevalence of non-traditional family relationships and living arrangements, an increase in the use of electronic documents, a growing use of distinct directives for mental health care, and other developments in the way healthcare is administered. Additionally, the act builds upon 30 years of experience since the prior update, incorporating the legal and medical communities’ knowledge and understanding of how advance directives are made and used.

Drafting Committees

Conflict of Laws in Trusts and Estates

This drafting committee will attempt to clarify and resolve the many conflicts of existing state laws governing trusts and estates. The project will likely modernize the law by removing the distinction between real and personal property for purposes of administration, de-emphasizing the distinction between testamentary and inter vivos trusts, and streamlining the process of determining which laws apply to matters of construction and interpretation of wills and trusts. The drafting committee is collaborating with the American Law Institute reporters who are drafting the Restatement (Third) of Conflict of Laws.  The committee’s current draft is available online, and drafting will continue over the coming years. The earliest possible approval of a new uniform act on this topic will be in summer 2025.

Redaction of Personal Information from Public Records

In 2020, a New Jersey federal judge’s husband and son were shot at their front door by a disgruntled former litigant who targeted the judge’s family by getting her home address from public records.  In the wake of this horrific act of violence, states have begun to pass legislation allowing personal information of judges and other public officials to be redacted from public records. The drafting committee aims to address the inconsistency that has appeared amongst these state laws and create one uniform procedure for redaction.

Study Committees

Probate and Non-Probate Transfer Integration Committee

This committee is studying the need for and feasibility of a uniform or model act that will make it easier for a court-appointed personal representative of a decedent’s probate estate to gather information about the decedent’s non-probate transfers. This act may include revisions to relevant portions of the Uniform Probate Code and other uniform trust and estate acts.

The RPTE Section appoints at least one Advisor to each uniform law commission project involving the law of real property, trusts and estates.  All uniform law drafting committees are open to any interested observer and members of the RPTE Section are encouraged to join and contribute their relevant expertise.  Visit www.uniformlaws.org to find more information on these committees and on other ULC projects.

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