CS/HB 965: Trust Administration [SPSC]
GENERAL BILL by Civil Justice and Courts Policy Committee ; Grady ; (CO-INTRODUCERS) Hukill
Trust Administration [SPSC]; Revises beneficiary definition to exclude specified interests as beneficial interests; provides additional limitation on terms of trust prevailing over Florida Trust Code provisions; revises representation authority for holders of power of appointment; authorizes trust instruments to authorize specified persons to designate one or more persons to represent & bind beneficiary & receive information, etc.
Effective Date: 07/01/2009
Last Action: 6/2/2009 - Approved by Governor; Chapter No. 2009-117
Bill Text: Web Page | PDF
Last Action: 6/2/2009 - Approved by Governor; Chapter No. 2009-117
Bill Text: Web Page | PDF
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Bill History
Date Chamber Action 2/18/2009 House • Filed
3/3/2009 House • Introduced -HJ 00077
3/5/2009 House • Referred to Civil Justice & Courts Policy (CCJP); Criminal & Civil Justice Policy Council -HJ 00182
3/13/2009 House • On Committee agenda-- Civil Justice & Courts Policy (CCJP), 03/17/09, 8:30 am, 12-H
3/17/2009 House • CS by Civil Justice & Courts Policy (CCJP); YEAS 9 NAYS 0 -HJ 00227
3/18/2009 House • CS read 1st time on 03/18/09 -HJ 00221; CS filed
3/20/2009 House • Now in Criminal & Civil Justice Policy Council -HJ 00239
3/25/2009 House • On Council agenda-- Criminal & Civil Justice Policy Council, 03/27/09, 10:15 am, 404-H
3/27/2009 House • Favorable by- Criminal & Civil Justice Policy Council; YEAS 12 NAYS 0 -HJ 00287; Placed on Calendar -HJ 00287
4/15/2009 House • Placed on Special Order Calendar; Read 2nd time -HJ 00405
4/16/2009 House • Read 3rd time -HJ 00453; CS passed; YEAS 115 NAYS 0 -HJ 00453
4/17/2009 Senate • In Messages
4/21/2009 Senate • Referred to Judiciary; Banking and Insurance -SJ 00467
4/22/2009 Senate • Received -SJ 00467
4/23/2009 Senate • Withdrawn from Judiciary; Banking and Insurance -SJ 00490; Substituted for CS/CS/SB 1958 -SJ 00490; Read 2nd time -SJ 00490
4/24/2009 Senate • Read 3rd time -SJ 00536; CS passed; YEAS 39 NAYS 0 -SJ 00536
4/27/2009 House • Ordered enrolled -HJ 01010
5/19/2009 • Signed by Officers and presented to Governor
6/2/2009 • Approved by Governor; Chapter No. 2009-117
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CS/HB 965, Enrolled (Current Bill Version) Posted 5/5/2009 at 4:40 PM
Bill Text: Web Page | PDF Analyses: None Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location S 1958 (c2) Trust Administration [SPSC] Gelber Similar Last Action: 4/23/2009 S 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
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. -
CS/HB 965, Committee Substitute 1 Posted 3/18/2009 at 3:06 PM
Bill Text: Web Page | PDF Analyses: Criminal and Civil Justice Policy Council (Post-Meeting) (pdf)
Criminal and Civil Justice Policy Council (Post-Meeting) (pdf)
Civil Justice and Courts Policy Committee (Post-Meeting) (pdf)
Floor Votes (2)
Date Chamber Result 4/16/2009 8:33 PM House 115 Yeas - 0 Nays 4/24/2009 12:03 PM Senate 39 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. -
HB 965, Original Filed Version Posted 2/26/2009 at 5:36 PM
Bill Text: Web Page | PDF Analyses: Civil Justice and Courts Policy Committee (Post-Meeting) (pdf)
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.