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Glossary of Legislative Terms

CS/CS/SB 1958: Trust Administration [SPSC]

GENERAL BILL by Banking and Insurance ; Judiciary ; Gelber

Trust Administration [SPSC]; Redefines the term "beneficiary" to include a person having certain beneficial interests. Provides an additional limitation on terms of a trust prevailing over provisions of the Florida Trust Code. Authorizes trust instruments to authorize certain persons to designate one or more persons to represent and bind a beneficiary and receive certain information. Authorizes a trustee to delegate investment functions to a cotrustee, etc.

Effective Date: 07/01/2009
 Last Action: 4/23/2009 Senate - Placed on Special Order Calendar; Substituted CS/HB 965 -SJ 00490; Laid on Table, Link/Iden/Sim/Compare passed, refer to CS/HB 965 (Ch. 2009-117) -SJ 00490
Bill Text: Web Page | PDF

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  • Bill History

    Date Chamber Action
    2/20/2009 Senate • Filed
    3/5/2009 Senate • Introduced, referred to Judiciary; Banking and Insurance -SJ 00144
    3/13/2009 Senate • On Committee agenda-- Judiciary, 03/18/09, 9:00 am, 110-S
    3/18/2009 Senate • CS by Judiciary; YEAS 7 NAYS 0 -SJ 00244; CS read 1st time on 03/24/09 -SJ 00245
    3/20/2009 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    3/23/2009 Senate • Now in Banking and Insurance -SJ 00244
    3/27/2009 Senate • On Committee agenda-- Banking and Insurance, 04/01/09, 4:00 pm, 412-K
    4/1/2009 Senate • CS/CS by- Banking and Insurance; YEAS 7 NAYS 0 -SJ 00309; CS read 1st time on 04/07/09 -SJ 00315
    4/3/2009 Senate • Pending reference review -under Rule 4.7(2) - (Committee Substitute)
    4/6/2009 Senate • Placed on Calendar, on 2nd reading -SJ 00309
    4/23/2009 Senate • Placed on Special Order Calendar; Substituted CS/HB 965 -SJ 00490; Laid on Table, Link/Iden/Sim/Compare passed, refer to CS/HB 965 (Ch. 2009-117) -SJ 00490

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  • CS/CS/SB 1958, Committee Substitute 2 (Current Bill Version) Posted 4/3/2009 at 7:25 AM

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

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location
    H 965 (c1) Grady Similar Last Action: 6/2/2009 Approved by Governor; Chapter No. 2009-117
    Location:

    Citations - Statutes (7)

    Citation Catchline Location in Bill Location In Bill Help
    736.0103 Definitions.
    736.0105 Default and mandatory rules.
    736.0302 Representation by holder of power of appointment.
    736.0306 Designated representative.
    736.0703 Cotrustees.
    736.0807 Delegation by trustee.
    736.1106 Antilapse; survivorship with respect to future interests under terms of inter vivos and testamentary trusts; substitute takers.

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  • CS/SB 1958, Committee Substitute 1 Posted 3/20/2009 at 2:37 PM

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

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    326846 - Amendment
    		Banking and Insurance
    (Ring)     		3/31/2009
    4:03 PM     		Replaced by Committee Substitute
    4/2/2009     		Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    4/1/2009 4:00 PM Banking and Insurance 7 Yeas - 0 Nays

    Citations - Statutes (7)

    Citation Catchline Location in Bill Location In Bill Help
    736.0103 Definitions.
    736.0105 Default and mandatory rules.
    736.0302 Representation by holder of power of appointment.
    736.0306 Designated representative.
    736.0703 Cotrustees.
    736.0807 Delegation by trustee.
    736.1106 Antilapse; survivorship with respect to future interests under terms of inter vivos and testamentary trusts; substitute takers.

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  • SB 1958, Original Filed Version Posted 3/3/2009 at 4:14 PM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Committee Amendments (4)

    Amendment Sponsor Filed Last Committee Action Format
    845864 - Amendment
    		Judiciary
    (Gelber)     		3/17/2009
    12:46 PM     		Replaced by Committee Substitute
    3/18/2009     		Web Page
    PDF
    536702 - Amendment
    		Judiciary
    (Gelber)     		3/17/2009
    12:46 PM     		Replaced by Committee Substitute
    3/18/2009     		Web Page
    PDF
    696424 - Amendment
    		Judiciary
    (Gelber)     		3/17/2009
    12:46 PM     		Replaced by Committee Substitute
    3/18/2009     		Web Page
    PDF
    944700 - Amendment
    		Judiciary
    (Gelber)     		3/17/2009
    12:46 PM     		Replaced by Committee Substitute
    3/18/2009     		Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    3/18/2009 9:00 AM Judiciary 7 Yeas - 0 Nays

    Citations - Statutes (5)

    Citation Catchline Location in Bill Location In Bill Help
    736.0103 Definitions.
    736.0105 Default and mandatory rules.
    736.0302 Representation by holder of power of appointment.
    736.0306 Designated representative.
    736.0703 Cotrustees.

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