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.
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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2/21/2018 Senate • Withdrawn from Judiciary; Banking and Insurance; Rules -SJ 372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
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HB 413, Enrolled (Current Bill Version) Posted 2/27/2018 at 11:45 AM
Bill Text: PDF Analyses: None Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 478 Trusts Hukill Identical Last Action: 2/21/2018 S Laid on Table, companion bill(s) passed, see HB 413 (Ch. 2018-35) -SJ 372 
Citations - Statutes (7)
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) 736.0404 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) -
HB 413, Original Filed Version Posted 10/24/2017 at 9:57 AM
Bill Text: PDF Analyses: Civil Justice and Claims Subcommittee (Post-Meeting) 3/23/2018 (pdf)
Judiciary Committee (Post-Meeting) 1/11/2018 (pdf)
Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 478 Trusts Hukill Identical Last Action: 2/21/2018 S Laid on Table, companion bill(s) passed, see HB 413 (Ch. 2018-35) -SJ 372
Floor Votes (2)
Date Chamber Result 1/25/2018 2:09 PM House 107 Yeas - 0 Nays 2/27/2018 10:09 AM Senate 35 Yeas - 0 Nays Citations - Statutes (7)
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) 736.0404 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)