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HB 1755: Fiduciary Relationships

GENERAL BILL by Judiciary ; (CO-INTRODUCERS) Kottkamp

Fiduciary Relationships; includes additional investment instruments within definition of term "security account"; specifies circumstances in which court authorization is not required for trustee to exercise his or her power when conflict of interest exists; provides that adjustments affecting value of trust assets are not deemed to benefit trustee under certain circumstances, etc. Amends 711.501, 737.402,.403, 738.104,.1041,.303.

Effective Date: Upon becoming law
Last Action: 4/30/2004 Senate - Died in Committee on Banking and Insurance
Bill Text: Web Page | PDF

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  • Bill History

    Date Chamber Action
    3/9/2004 House • Filed; Introduced -HJ 00227
    4/12/2004 House • Referred to Calendar -HJ 00474
    4/21/2004 House • Placed on Special Order Calendar; Read second time -HJ 00624; Amendment(s) adopted -HJ 00624, -HJ 00634; Ordered engrossed -HJ 00625, -HJ 00635
    4/26/2004 House • Read third time -HJ 00782; Passed as amended; YEAS 117 NAYS 0 -HJ 00782
    4/27/2004 Senate • In Messages; Received, referred to Banking and Insurance; Judiciary -SJ 01187
    4/30/2004 Senate • Died in Committee on Banking and Insurance

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  • HB 1755, Engrossed 1 (Current Bill Version) Posted 4/21/2004 at 7:29 PM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location
    S 2926 (c1) Trusts & Other Agency Relationships Atwater Similar Last Action: 4/30/2004 S Died on Calendar
    Location:

    Floor Votes (1)

    Date Chamber Result
    4/26/2004 1:54 PM House 117 Yeas - 0 Nays

    Citations - Statutes (6)

    Citation Catchline Location in Bill Location In Bill Help
    711.501 Definitions.
    737.402 Powers of trustees conferred by this part.
    737.403 Power of court to permit deviation or to approve transactions involving conflict of interest.
    738.104 Trustee's power to adjust.
    738.1041 Total return unitrust.
    738.303 Apportionment when income interest ends.

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  • HB 1755, Original Filed Version Posted 3/9/2004 at 2:50 PM

    Bill Text:   Web Page | PDF
    Analyses:   Judiciary (Post-Meeting) (pdf)

    Floor Amendments (2)

    Amendment Sponsor Filed Last Floor Action Format
    711979 - Amendment
    Kottkamp 4/14/2004
    9:31 AM
    Web Page
    PDF
    hierarchy 202583 - Amendment to Amendment (711979)
    Kottkamp 4/14/2004
    6:04 PM
    Web Page
    PDF

    Citations - Statutes (6)

    Citation Catchline Location in Bill Location In Bill Help
    711.501 Definitions.
    737.402 Powers of trustees conferred by this part.
    737.403 Power of court to permit deviation or to approve transactions involving conflict of interest.
    738.104 Trustee's power to adjust.
    738.1041 Total return unitrust.
    738.303 Apportionment when income interest ends.

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