PJO 24-007A Mandatory Training Non-Professional Fiduciaries — physical PDF page 1
Presiding Judge Order 24-007 (Amendment 1) Page 1 of 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 IN THE SIXTH JUDICIAL DISTRICT OF THE STATE OF OREGON CIRCUIT COURTS OF UMATILLA AND MORROW COUNTIES In the Matter of Mandatory Training for Non-Professional Fiduciaries Appointed Under ORS Chapters 125 and 113 No. 24-007 (Amendment 1) PRESIDING JUDGE ORDER RE: MANDATORY TRAINING FOR NON- PROFESSIONAL FIDUCIARIES The Court finds that ORS 125.025 provid es the Court with the authority to determine conditions or requirements to ensure the proper performance of the duties of a fiduciary appointed under the provisions of Chapter 125 and 113. The Court finds that ORS 113.085 provides the Court with the authority to appoint a qualified person to act as a personal representative and to determine the requirements to ensure the proper performance of duties to the appointed personal representative under petitions filed pursuant to ORS 113.035. The Court further finds that while profe ssional fiduciaries, as described by ORS 125.240, are subject to certification and trai ning requirements, there is no systematic, uniform method of conveying the extent and importance of fiduciary duty to non- professional fiduciaries. Non-professional fiduciaries are frequently called before the Court for deficiency in the performance of their appointed duties. The Court further finds that it is incumb ent upon this Court to develop programs utilizing available resources to ensure that persons dependent on others for their care, welfare, and asset management have appointe d fiduciaries who are well-prepared as to their duties under Oregon Law.
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Publisher URL: https://www.courts.oregon.gov/rules/Documents/UMA_PJO_24-007A_MandatoryTrainingNon-ProfessionalFiduciaries.pdf