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Glossary of Legislative Terms

CS/CS/HB 481: Trusts

GENERAL BILL by Judiciary Committee ; Civil Justice and Claims Subcommittee ; Moraitis

Trusts; Deletes requirement that trust be for benefit of trust's beneficiaries; revises requirements for notice or sending of electronic trust documents; provides AG has standing in certain proceedings; authorizes trustee to appoint principal of trust to second trust or supplemental needs trust; provides requirements for second trust & its beneficiaries; prohibits distribution of principal of trust in manner that would reduce specified tax benefits; clarifies that certain knowledge by beneficiary does not cause a claim for breach of trust or commence running of limitations period or laches; provides for retroactive application.

Effective Date: 7/1/2017
 Last Action: 5/5/2017 Senate - Died in Judiciary, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155)
Bill Text: PDF
Senate Committee References:
  1. Judiciary (JU)
  2. Banking and Insurance (BI)
  3. Rules (RC)

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  • Bill History

    Date Chamber Action
    1/24/2017 House • Filed
    2/6/2017 House • Referred to Civil Justice and Claims Subcommittee; Judiciary Committee -HJ 66
    2/16/2017 House • PCS on Committee agenda-- Civil Justice and Claims Subcommittee, 02/23/17, 9:30 am, Sumner Hall
    2/23/2017 House • CS by Civil Justice and Claims Subcommittee; YEAS 14 NAYS 0 -HJ 277
    2/27/2017 House • Pending review of CS under Rule 7.18(c)
    2/28/2017 House • Now in Judiciary Committee -HJ 269
    3/7/2017 House • Introduced -HJ 66
    • CS by Civil Justice and Claims Subcommittee read 1st time -HJ 264
    4/4/2017 House • On Committee agenda-- Judiciary Committee, 04/06/17, 8:00 am, Sumner Hall
    4/6/2017 House • CS/CS by- Judiciary Committee; YEAS 15 NAYS 0 -HJ 597
    • Pending review of CS -under Rule 7.18(c)
    • CS/CS by Judiciary Committee read 1st time -HJ 596
    4/7/2017 House • Placed on Calendar -HJ 601
    4/13/2017 House • Placed on Special Order Calendar, 04/18/17
    4/18/2017 House • Placed on Special Order Calendar, 04/19/17
    4/19/2017 House • Read 2nd time -HJ 742
    • Amendment(s) adopted (839065) -HJ 743
    • Placed on 3rd reading
    4/20/2017 House • Read 3rd time -HJ 772
    • CS passed as amended; YEAS 116 NAYS 0 -HJ 772
    4/25/2017 Senate • In Messages
    • Referred to Judiciary; Banking and Insurance; Rules -SJ 455
    • Received -SJ 455
    5/5/2017 Senate • Indefinitely postponed and withdrawn from consideration
    • Died in Judiciary, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155)

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  • CS/CS/HB 481, Engrossed 1 (Current Bill Version) Posted 4/19/2017 at 7:25 PM

    Bill Text:   PDF
    Analyses:   None

    Related Bills (5)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 1554 (c2) Trusts Young Similar Last Action: 5/5/2017 S Died in Rules, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155) Track This Bill
    H 277 (er) Wills and Trusts Grant, White Compare Last Action: 3/12/2018 H Veto Message transmitted to Secretary of State Track This Bill
    H 1379 (er) Department of Legal Affairs Diaz Compare Last Action: 6/26/2017 Chapter No. 2017-155 Track This Bill
    S 206 (e1) Wills and Trusts Passidomo Compare Last Action: 4/28/2017 S Laid on Table, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155) -SJ 553 Track This Bill
    S 1626 (c1) Department of Legal Affairs Bradley Compare Last Action: 5/3/2017 S Laid on Table, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155) -SJ 686 Track This Bill

    Floor Votes (1)

    Date Chamber Result
    4/20/2017 2:14 PM House 116 Yeas - 0 Nays

    Citations - Statutes (14)

    Citation Catchline Location in Bill Location In Bill Help
    736.0103 Definitions. Page 4 (pdf)
    736.0105 Default and mandatory rules. Page 4 (pdf)
    736.0109 Methods and waiver of notice. Page 4 (pdf)
    736.0110 Others treated as qualified beneficiaries. Page 11 (pdf)
    736.0404 Trust purposes. Page 11 (pdf)
    736.04117 Trustee’s power to invade principal in trust. Page 11 (pdf)
    736.08135 Trust accountings. Page 24 (pdf)
    736.1008 Limitations on proceedings against trustees. Page 24 (pdf)
    736.1201 Definitions. Page 26 (pdf)
    736.1205 Notice that this part does not apply. Page 26 (pdf)
    736.1206 Power to amend trust instrument. Page 27 (pdf)
    736.1207 Power of court to permit deviation. Page 27 (pdf)
    736.1208 Release; property and persons affected; manner of effecting. Page 27 (pdf)
    736.1209 Election to come under this part. Page 28 (pdf)

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  • CS/CS/HB 481, Committee Substitute 2 Posted 4/6/2017 at 5:41 PM

    Bill Text:   PDF
    Analyses:   None

    Related Bills (3)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 1554 (c2) Trusts Young Similar Last Action: 5/5/2017 S Died in Rules, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155) Track This Bill
    H 1379 (c1) Department of Legal Affairs Diaz Compare Last Action: 6/26/2017 Chapter No. 2017-155 Track This Bill
    S 1626 (c1) Department of Legal Affairs Bradley Compare Last Action: 5/3/2017 S Laid on Table, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155) -SJ 686 Track This Bill

    Floor Amendments (1)

    Amendment Sponsor Filed Last Floor Action Format
    839065 - Amendment
    Remove lines 189-229 and insert:     		Moraitis 4/14/2017
    2:21 PM     		House: Adopted
    4/19/2017     		PDF

    Citations - Statutes (14)

    Citation Catchline Location in Bill Location In Bill Help
    736.0103 Definitions. Page 4 (pdf)
    736.0105 Default and mandatory rules. Page 4 (pdf)
    736.0109 Methods and waiver of notice. Page 4 (pdf)
    736.0110 Others treated as qualified beneficiaries. Page 11 (pdf)
    736.0404 Trust purposes. Page 11 (pdf)
    736.04117 Trustee’s power to invade principal in trust. Page 11 (pdf)
    736.08135 Trust accountings. Page 24 (pdf)
    736.1008 Limitations on proceedings against trustees. Page 24 (pdf)
    736.1201 Definitions. Page 26 (pdf)
    736.1205 Notice that this part does not apply. Page 26 (pdf)
    736.1206 Power to amend trust instrument. Page 27 (pdf)
    736.1207 Power of court to permit deviation. Page 27 (pdf)
    736.1208 Release; property and persons affected; manner of effecting. Page 27 (pdf)
    736.1209 Election to come under this part. Page 28 (pdf)

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  • CS/HB 481, Committee Substitute 1 Posted 2/27/2017 at 3:28 PM

    Bill Text:   PDF
    Analyses:   Judiciary Committee (Post-Meeting) 4/6/2017 (pdf)

    Related Bills (3)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 1554 (c1) Trusts Young Similar Last Action: 5/5/2017 S Died in Rules, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155) Track This Bill
    H 1379 (c1) Department of Legal Affairs Diaz Compare Last Action: 6/26/2017 Chapter No. 2017-155 Track This Bill
    S 1626 (c1) Department of Legal Affairs Bradley Compare Last Action: 5/3/2017 S Laid on Table, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155) -SJ 686 Track This Bill

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    654697 - Amendment
    Remove line 221 and insert:     		Moraitis 4/5/2017
    12:53 PM     		Adopted without Objection
    4/6/2017     		PDF

    Citations - Statutes (14)

    Citation Catchline Location in Bill Location In Bill Help
    736.0103 Definitions. Page 4 (pdf)
    736.0105 Default and mandatory rules. Page 4 (pdf)
    736.0109 Methods and waiver of notice. Page 4 (pdf)
    736.0110 Others treated as qualified beneficiaries. Page 11 (pdf)
    736.0404 Trust purposes. Page 11 (pdf)
    736.04117 Trustee’s power to invade principal in trust. Page 11 (pdf)
    736.08135 Trust accountings. Page 24 (pdf)
    736.1008 Limitations on proceedings against trustees. Page 24 (pdf)
    736.1201 Definitions. Page 26 (pdf)
    736.1205 Notice that this part does not apply. Page 26 (pdf)
    736.1206 Power to amend trust instrument. Page 27 (pdf)
    736.1207 Power of court to permit deviation. Page 27 (pdf)
    736.1208 Release; property and persons affected; manner of effecting. Page 27 (pdf)
    736.1209 Election to come under this part. Page 28 (pdf)

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  • HB 481, Original Filed Version Posted 1/24/2017 at 11:24 AM

    Bill Text:   PDF
    Analyses:   Civil Justice and Claims Subcommittee (Post-Meeting) 2/27/2017 (pdf)

    Citations - Statutes (14)

    Citation Catchline Location in Bill Location In Bill Help
    736.0103 Definitions. Page 3 (pdf)
    736.0105 Default and mandatory rules. Page 4 (pdf)
    736.0110 Others treated as qualified beneficiaries. Page 4 (pdf)
    736.0404 Trust purposes. Page 4 (pdf)
    736.04117 Trustee’s power to invade principal in trust. Page 5 (pdf)
    736.0708 Compensation of trustee. Page 17 (pdf)
    736.08135 Trust accountings. Page 17 (pdf)
    736.1008 Limitations on proceedings against trustees. Page 18 (pdf)
    736.1201 Definitions. Page 19 (pdf)
    736.1205 Notice that this part does not apply. Page 20 (pdf)
    736.1206 Power to amend trust instrument. Page 20 (pdf)
    736.1207 Power of court to permit deviation. Page 20 (pdf)
    736.1208 Release; property and persons affected; manner of effecting. Page 21 (pdf)
    736.1209 Election to come under this part. Page 21 (pdf)

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