In Rhode Island, HB 7985, SB 2743 and SB 2755 now grant state courts the authority to waive the surety bond requirement for a guardian of an estate (guardianship bond or fiduciary bond). The waiver can be granted by the court regardless of the estate’s value. Under current Rhode Island law, a guardian bond must be obtained by a guardian of any estate with a value exceeding $10,000.
Conversely, Michigan’s HB 5188 was defeated. If HB 5188 had passed, the bill would have successfully changed the surety bond requirements for conservators of a trust for the estate of a deceased individual. Under the current Michigan law, courts may be authorized to require a conservator to purchase a surety bond from a surety company specified by the court. Instead of sureties, current law permits the pledging of securities, or mortgage on land. If passed, the bill would have granted the Michigan courts the authority to require a surety bond if the cash and property value went over the limit for administering a decedent’s estate. Of note, the value of cash and property, and whether or not it is converted into cash in the specific estate is typically under the control of the estate’s conservator. However, the defeated bill proposed that this surety bond requirement could be waived by the court given the following circumstances:
1. Requiring the surety bond creates financial hardship on the estate.
2. Trust powers are granted to the conservator in accordance with Michigan’s banking code.
3. The estate doesn’t contain property that could be easily convertible into cash.
4. The courts can state, on the record, any other reason they don’t believe a surety bond is necessary.