HB 413: Trusts
GENERAL BILL by Moraitis
Trusts; Deletes requirement that trust & its terms be for benefit of trust's beneficiaries; revises provisions relating to notice or sending of trust documents to include posting on secure electronic account or website; tolls specified limitations periods under certain circumstances; authorizes authorized trustee to appoint all or part of principal of trust to second trust or supplemental needs trust under certain circumstances; clarifies that certain knowledge by beneficiary does not cause claim to accrue for breach of trust or commence running of period of limitations or laches; provides retroactive application.
Bill History
| Date | Chamber | Action |
|---|---|---|
| 10/24/2017 | House |
• Filed |
| 11/1/2017 | House |
• Referred to Civil Justice and Claims Subcommittee; Judiciary Committee -HJ 38 |
| 11/29/2017 | House |
• On Committee agenda-- Civil Justice and Claims Subcommittee, 12/06/17, 4:00 pm, Sumner Hall |
| 12/6/2017 | House |
• Favorable by Civil Justice and Claims Subcommittee; YEAS 9 NAYS 0 -HJ 259 |
| 12/7/2017 | House |
• Now in Judiciary Committee -HJ 259 |
| 1/9/2018 | House |
• Introduced -HJ 37 • On Committee agenda-- Judiciary Committee, 01/11/18, 8:30 am, Sumner Hall |
| 1/11/2018 | House |
• Favorable by- Judiciary Committee; YEAS 19 NAYS 0 -HJ 320 • Placed on Calendar -HJ 320 |
| 1/18/2018 | House |
• Placed on Special Order Calendar, 01/24/18 |
| 1/24/2018 | House |
• Read 2nd time -HJ 399 • Placed on 3rd reading |
| 1/25/2018 | House |
• Read 3rd time -HJ 421 • Passed; YEAS 107 NAYS 0 -HJ 421, 422 |
| 1/31/2018 | Senate |
• In Messages |
| 2/1/2018 | Senate |
• Referred to Judiciary; Banking and Insurance; Rules -SJ 264 • Received -SJ 264 |
| 2/21/2018 | Senate |
• Withdrawn from Judiciary; Banking and Insurance; Rules -SJ 372 • Placed on Calendar, on 2nd reading -SJ 372 • Substituted for SB 478 -SJ 372 • Read 2nd time -SJ 372 • Placed on 3rd reading |
| 2/27/2018 | Senate |
• Read 3rd time -SJ 400 • Passed; YEAS 35 NAYS 0 -SJ 400 |
| 2/27/2018 | House |
• Ordered enrolled -HJ 683 |
| 3/9/2018 |
• Signed by Officers and presented to Governor |
|
| 3/19/2018 |
• Approved by Governor |
|
| 3/21/2018 |
• Chapter No. 2018-35 |
