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The Florida Senate

CS/SB 998: Estates

GENERAL BILL by Judiciary ; Hukill

Estates; Providing that certain restrictions on gifts to lawyers and other disqualified persons apply to written instruments executed on or after a specified date; clarifying circumstances under which a burden of proof shifts in cases involving undue influence; requiring that a directive to apply certain death benefits for the payment of claims and administration expenses be specified in certain instruments; establishing which party bears the burden of proof in an action to contest the validity or revocation of a trust, etc.

Effective Date: Upon becoming a law
Last Action: 4/23/2014 Senate - Laid on Table, companion bill(s) passed, see CS/CS/HB 757 (Ch. 2014-127) -SJ 573
Bill Text: Web Page | PDF
Senate Committee References:
  1. Judiciary (JU)
  2. Banking and Insurance (BI)
  3. Rules (RC)



Bill History

Date Chamber Action
2/11/2014 Senate • Filed
2/18/2014 Senate • Referred to Judiciary; Banking and Insurance; Rules -SJ 80
3/4/2014 Senate • Introduced -SJ 80
3/6/2014 Senate • On Committee agenda-- Judiciary, 03/11/14, 1:30 pm, 110 Senate Office Building
3/11/2014 Senate • CS by Judiciary; YEAS 8 NAYS 0 -SJ 242
3/12/2014 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
3/17/2014 Senate • Now in Banking and Insurance -SJ 242
• CS by Judiciary read 1st time -SJ 251
3/20/2014 Senate • On Committee agenda-- Banking and Insurance, 03/25/14, 2:00 pm, 110 Senate Office Building
3/25/2014 Senate • Favorable by Banking and Insurance; YEAS 12 NAYS 0 -SJ 335
3/26/2014 Senate • Now in Rules -SJ 335
3/28/2014 Senate • On Committee agenda-- Rules, 04/02/14, 4:00 pm, 110 Senate Office Building
4/2/2014 Senate • Favorable by- Rules; YEAS 13 NAYS 0 -SJ 442
4/3/2014 Senate • Placed on Calendar, on 2nd reading -SJ 442
4/8/2014 Senate • Placed on Special Order Calendar, 04/11/14
4/11/2014 Senate • Read 2nd time -SJ 494
• Placed on 3rd reading
4/23/2014 Senate • Read 3rd time -SJ 573
• Substituted CS/CS/HB 757 -SJ 573
• Laid on Table, companion bill(s) passed, see CS/CS/HB 757 (Ch. 2014-127) -SJ 573