Skip to Navigation | Skip to Main Content | Skip to Site Map

MyFloridaHouse.gov | Mobile Site

Senate Tracker: Sign Up | Login

The Florida Senate

CS/SB 1688: Trusts & Other Agency Relationships

GENERAL BILL by Judiciary ; Atwater

Trusts & Other Agency 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; revises circumstances in which trustee is prohibited from making adjustment when such adjustment would benefit trustee, etc. Amends Ch. 738, 711.501, 737.402,.403; creates 737.309.

Effective Date: Upon becoming law
Last Action: 4/29/2005 Senate - Placed on Special Order Calendar -SJ 00744; Substituted HB 897 -SJ 00728; Laid on Table, Link/Iden/Sim/Compare passed, refer to HB 897 (Ch. 2005-85)
Bill Text: Web Page | PDF

Expand All Collapse All

  • Bill History

    Date Chamber Action
    2/22/2005 Senate • Filed
    3/9/2005 Senate • Introduced, referred to Banking and Insurance; Judiciary -SJ 00145
    4/8/2005 Senate • On Committee agenda-- Banking and Insurance, 04/13/05, 2:00 pm, 412-K
    4/13/2005 Senate • Favorable by Banking and Insurance; YEAS 9 NAYS 0 -SJ 00454
    4/14/2005 Senate • Now in Judiciary -SJ 00454
    4/21/2005 Senate • On Committee agenda-- Judiciary, 04/26/05, 11:45 am, 401-S
    4/26/2005 Senate • CS by- Judiciary; YEAS 8 NAYS 0 -SJ 00690; CS read first time on 04/28/05 -SJ 00696
    4/28/2005 Senate • Placed on Calendar, on second reading -SJ 00690
    4/29/2005 Senate • Placed on Special Order Calendar -SJ 00744; Substituted HB 897 -SJ 00728; Laid on Table, Link/Iden/Sim/Compare passed, refer to HB 897 (Ch. 2005-85)

    Top of SectionTop of Page

  • CS/SB 1688, Committee Substitute 1 (Current Bill Version) Posted 4/28/2005 at 10:21 AM

    Bill Text:   Web Page | PDF
    Analyses:   Judiciary (Post-Meeting) 4/28/2005 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location
    H 897 (e1) Hukill Similar Last Action: 5/26/2005 Approved by Governor; Chapter No. 2005-85
    Location:

    Citations - Statutes (8)

    Citation Catchline Location in Bill Location In Bill Help
    711.501 Definitions.
    737.309
    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.
    738.401 Character of receipts.

    Top of SectionTop of Page

  • SB 1688, Original Filed Version Posted 2/22/2005 at 1:05 PM

    Bill Text:   Web Page | PDF
    Analyses:   Banking and Insurance (Post-Meeting) 4/9/2005 (pdf)

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    965774 - Amendment
    Judiciary
    (Baker)
    4/25/2005
    4:05 PM
    Web Page
    PDF

    Committee Votes (2)

    Date Committee Result
    4/13/2005 2:00 PM Banking and Insurance 9 Yeas - 0 Nays
    4/26/2005 11:45 AM Judiciary 8 Yeas - 0 Nays

    Citations - Statutes (7)

    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.
    738.401 Character of receipts.

    Top of SectionTop of Page