CS/SB 648: Estates
GENERAL BILL by Banking and Insurance ; Joyner
Estates; Creates a fiduciary lawyer-client privilege. Provides that the lawyer-client privilege applies to the communications between a lawyer and a client that is a fiduciary. Revises provisions relating to the intestate share of a surviving spouse. Provides a right to reform the terms of a will to correct mistakes. Provides a right to modify the terms of a will to achieve tax objectives. Clarifies that a revocation of a will is subject to challenge on the grounds of fraud, duress, mistake, or undue influence, etc.
Effective Date: upon becoming a law, except as otherwise provided
Last Action: 4/29/2011 Senate - Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595
Bill Text: Web Page | PDF
Last Action: 4/29/2011 Senate - Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595
Bill Text: Web Page | PDF
Senate Committee References:
- Judiciary (JU)
- Banking and Insurance (BI)
- Rules (RC)
Bill History
| Date | Chamber | Action |
|---|---|---|
| 1/27/2011 | Senate |
• Filed |
| 2/9/2011 | Senate |
• Referred to Judiciary; Banking and Insurance; Rules -SJ 53 |
| 3/4/2011 | Senate |
• On Committee agenda-- Judiciary, 03/09/11, 3:15 pm, 110 Senate Office Building |
| 3/8/2011 | Senate |
• Introduced -SJ 53 |
| 3/9/2011 | Senate |
• Favorable by Judiciary; YEAS 7 NAYS 0 -SJ 185 |
| 3/10/2011 | Senate |
• Now in Banking and Insurance -SJ 185 |
| 3/17/2011 | Senate |
• On Committee agenda-- Banking and Insurance, 03/22/11, 1:15 pm, 412 Knott Building |
| 3/22/2011 | Senate |
• CS by Banking and Insurance; YEAS 10 NAYS 0 -SJ 286 |
| 3/24/2011 | Senate |
• Pending reference review under Rule 4.7(2) - (Committee Substitute) • Now in Rules -SJ 286 • CS by Banking and Insurance read 1st time -SJ 289 |
| 4/21/2011 | Senate |
• On Committee agenda-- Rules, 04/26/11, 1:00 pm, 110 Senate Office Building |
| 4/26/2011 | Senate |
• Favorable by- Rules; YEAS 12 NAYS 0 -SJ 541 |
| 4/27/2011 | Senate |
• Placed on Calendar, on 2nd reading -SJ 541 • Placed on Special Order Calendar, 04/29/11 |
| 4/29/2011 | Senate |
• Read 2nd time -SJ 595 • Substituted CS/HB 325 -SJ 595 • Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595 |
