CS/HB 897: Trusts & Other Agency Relationships
GENERAL BILL by Hukill ; (CO-INTRODUCERS) Ambler ; Goodlette ; Kendrick ; Seiler
Trusts & Other Agency Relationships; includes additional investment instruments within definition of term "security account"; provides procedures for resignation of trustee; specifies circumstances in which court authorization is not required for trustee to exercise his or her power when conflict of interest exists; provides methods by which trustee may make certain changes to trusts, etc. Amends Ch. 738, 711.501, 737.309,.402,.403.
Effective Date: 07/01/2005
Last Action: 5/26/2005 - Approved by Governor; Chapter No. 2005-85
Bill Text: Web Page | PDF
Last Action: 5/26/2005 - Approved by Governor; Chapter No. 2005-85
Bill Text: Web Page | PDF
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Bill History
Date Chamber Action 2/17/2005 House • Filed
3/2/2005 House • Referred to Civil Justice (JC); Economic Development, Trade & Banking (CC); Justice Council
3/8/2005 House • Introduced, referred to Civil Justice (JC); Economic Development, Trade & Banking (CC); Justice Council -HJ 00081
3/14/2005 House • On Committee agenda-- Civil Justice (JC), 03/16/05, 10:30 am, 24-H
3/16/2005 House • Favorable with CS amendment by Civil Justice (JC); YEAS 4 NAYS 0 -HJ 00258
3/22/2005 House • Pending review of CS under Rule 6.3(b)
3/23/2005 House • Now in Economic Development, Trade & Banking (CC) -HJ 00258
3/29/2005 House • On Committee agenda-- Economic Development, Trade & Banking (CC), 03/31/05, 3:00 pm, 306-H
3/31/2005 House • Favorable by Economic Development, Trade & Banking (CC); YEAS 12 NAYS 0 -HJ 00336; Now in Justice Council -HJ 00336
4/12/2005 House • On Council agenda-- Justice Council, 04/14/05, 3:00 pm, 404-H
4/14/2005 House • Favorable by- Justice Council; YEAS 9 NAYS 0 -HJ 00565
4/18/2005 House • Placed on Calendar -HJ 00565
4/20/2005 House • Placed on Special Order Calendar; Read second time -HJ 00582; Ordered engrossed -HJ 00582
4/21/2005 House • Read third time -HJ 00594; Passed as amended; YEAS 114 NAYS 0 -HJ 00594
4/22/2005 Senate • In Messages
4/26/2005 Senate • Received, referred to Banking and Insurance; Judiciary -SJ 00591
4/29/2005 Senate • Withdrawn from Banking and Insurance; Judiciary -SJ 00728; Substituted for CS/SB 1688 -SJ 00728; Read second time -SJ 00728
5/2/2005 Senate • Read third time -SJ 00759; Passed; YEAS 40 NAYS 0 -SJ 00759
5/2/2005 House • Ordered enrolled -HJ 01154
5/13/2005 • Signed by Officers and presented to Governor
5/26/2005 • Approved by Governor; Chapter No. 2005-85
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CS/HB 897, Enrolled (Current Bill Version) Posted 5/2/2005 at 12:58 PM
Bill Text: Web Page | PDF Analyses: None Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location S 1688 (c1) Trusts & Other Agency Relationships Atwater Similar Last Action: 4/29/2005 S 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)
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. -
CS/HB 897, Engrossed 1 Posted 4/20/2005 at 4:27 PM
Bill Text: Web Page | PDF Analyses: None Floor Votes (2)
Date Chamber Result 4/21/2005 12:48 PM House 114 Yeas - 0 Nays 5/2/2005 11:28 AM Senate 40 Yeas - 0 Nays 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. -
CS/HB 897, Committee Substitute 1 Posted 3/22/2005 at 2:08 PM
Bill Text: Web Page | PDF Analyses: None 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. -
HB 897, Original Filed Version Posted 2/17/2005 at 12:52 PM
Bill Text: Web Page | PDF 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.