2026-10772NoticeWallet

Ethics Office Extends Legal Expense Fund Paperwork for Three Years

Published Date: 5/29/2026

Notice

Summary

The Office of Government Ethics is renewing and updating its Legal Expense Fund information collection for another three years. This affects executive branch employees who get legal help through these funds and the trustees who manage them. They’re asking for public comments by June 29, 2026, and expect the process to take about 109 hours total each year.

Analyzed Economic Effects

4 provisions identified: 1 benefits, 3 costs, 0 mixed.

Legal Expense Fund Reporting Duty

If you are an executive branch employee who establishes a Legal Expense Fund (LEF), you must create the LEF as a trust with a single named employee beneficiary and a trustee, file quarterly reports and a termination report, and those trust documents, quarterly reports, and termination reports will be posted on the Office of Government Ethics (OGE) website under 5 CFR 2635.1007(g). OGE estimates an average of 133 responses and an average annual burden of 109.2 hours for this collection, with individual responses taking between 5 minutes and 20 hours.

Trustees Bear Reporting and Cost Burden

Trustees who manage Legal Expense Funds must collect donor and payee information and handle trust reporting. OGE estimates an average annual burden of 109.2 hours and an estimated annual cost burden of $37,128 using an estimated trustee/principal rate of $340 per hour.

Donor and Payee Information Will Be Public

Quarterly and termination reports must include information about public donors who give to a Legal Expense Fund and public payees who receive payments from a fund, and those reports will be posted on OGE's website. OGE estimates roughly three new LEFs filed per year, about five LEF trusts in existence annually, each with approximately 20 donors and about 2 payees.

Form 601 Clarifies Privileged Information

OGE proposes adding bolded instructions to OGE Form 601 (Executive Branch Legal Expense Fund Quarterly Report) stating "[d]o not report information protected by attorney-client privilege," and correcting minor typographical errors. This change clarifies that privileged information should not be disclosed on the form.

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Key Dates

Published Date
Comments Due
5/29/2026
6/29/2026

Department and Agencies

Department
Independent Agency
Agency
Government Ethics Office
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