CS/HB 609: Estates and Trusts
GENERAL BILL by Judiciary Committee ; Diamond ; (CO-INTRODUCERS) Benjamin
Estates and Trusts; Revises provisions relating to estates, trusts, dissolution of marriage, trustees, & homestead property; creates "Florida Uniform Directed Trust Act"; creates "Community Property Trust Act".
Effective Date: 7/1/2021
Last Action: 4/27/2021 House - Laid on Table; companion bill(s) passed, see CS/CS/SB 1070 (Ch. 2021-183)
Bill Text: PDF
Last Action: 4/27/2021 House - Laid on Table; companion bill(s) passed, see CS/CS/SB 1070 (Ch. 2021-183)
Bill Text: PDF
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Bill History
Date Chamber Action 1/29/2021 House • Filed
2/18/2021 House • Referred to Civil Justice & Property Rights Subcommittee
• Referred to Insurance & Banking Subcommittee
• Referred to Judiciary Committee
• Now in Civil Justice & Property Rights Subcommittee
3/2/2021 House • 1st Reading (Original Filed Version)
3/8/2021 House • Added to Civil Justice & Property Rights Subcommittee agenda
3/10/2021 House • Favorable by Civil Justice & Property Rights Subcommittee
• Reported out of Civil Justice & Property Rights Subcommittee
• Now in Insurance & Banking Subcommittee
3/26/2021 House • Added to Insurance & Banking Subcommittee agenda
3/30/2021 House • Favorable by Insurance & Banking Subcommittee
• Reported out of Insurance & Banking Subcommittee
• Now in Judiciary Committee
4/2/2021 House • Added to Judiciary Committee agenda
4/6/2021 House • Favorable with CS by Judiciary Committee
4/7/2021 House • Reported out of Judiciary Committee
• Laid on Table under Rule 7.18(a)
• CS Filed
• 1st Reading (Committee Substitute 1)
4/9/2021 House • Bill referred to House Calendar
• Added to Second Reading Calendar
4/27/2021 House • Laid on Table; companion bill(s) passed, see CS/CS/SB 1070 (Ch. 2021-183)
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CS/HB 609, Committee Substitute 1 (Current Bill Version) Posted 4/7/2021 at 3:56 PM
Bill Text: PDF Analyses: None Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 1070 (er) Estates and Trusts Berman Similar Last Action: 7/6/2021 Chapter No. 2021-183 
Citations - Statutes (42)
Citation Catchline Location in Bill Location In Bill Help 69.031 Designated financial institutions for assets in hands of guardians, curators, administrators, trustees, receivers, or other officers. Page 7 (pdf) 732.507 Effect of subsequent marriage, birth, adoption, or dissolution of marriage. Page 9 (pdf) 736.0103 Definitions. Page 10 (pdf) 736.0105 Default and mandatory rules. Page 12 (pdf) 736.0201 Role of court in trust proceedings. Page 12 (pdf) 736.0603 Settlor’s powers; powers of withdrawal. Page 13 (pdf) 736.0703 Cotrustees. Page 13 (pdf) 736.0802 Duty of loyalty. Page 41 (pdf) 736.0808 Powers to direct. Page 14 (pdf) 736.08125 Protection of successor trustees. Page 44 (pdf) 736.1008 Limitations on proceedings against trustees. Page 15 (pdf) 736.1017 Certification of trust. Page 16 (pdf) 736.1105 Dissolution of marriage; effect on revocable trust. Page 17 (pdf) 736.1109 Page 18 (pdf) 736.1401 Page 19 (pdf) 736.1403 Page 19 (pdf) 736.1405 Page 20 (pdf) 736.1406 Page 22 (pdf) 736.1407 Page 22 (pdf) 736.1408 Page 23 (pdf) 736.1409 Page 24 (pdf) 736.141 Page 25 (pdf) 736.1411 Page 26 (pdf) 736.1412 Page 27 (pdf) 736.1413 Page 28 (pdf) 736.1414 Page 29 (pdf) 736.1415 Page 29 (pdf) 736.1416 Page 29 (pdf) 736.1501 Page 32 (pdf) 736.1502 Page 32 (pdf) 736.1503 Page 34 (pdf) 736.1504 Page 35 (pdf) 736.1505 Page 36 (pdf) 736.1506 Page 37 (pdf) 736.1507 Page 38 (pdf) 736.1508 Page 38 (pdf) 736.1509 Page 39 (pdf) 736.151 Page 39 (pdf) 736.1511 Page 40 (pdf) 736.1512 Page 40 (pdf) 738.104 Trustee’s power to adjust. Page 44 (pdf) 744.3679 Simplified accounting procedures in certain cases. Page 45 (pdf) -
HB 609, Original Filed Version Posted 1/29/2021 at 10:34 AM
Bill Text: PDF Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 1070 (c2) Estates and Trusts Berman Similar Last Action: 7/6/2021 Chapter No. 2021-183
Committee Amendments (1)
Amendment Sponsor Filed Last Committee Action Format 502975 - Amendment
Remove lines 260-777 and insert:Diamond 4/5/2021
4:21 PMAdopted
4/6/2021PDF Citations - Statutes (42)
Citation Catchline Location in Bill Location In Bill Help 69.031 Designated financial institutions for assets in hands of guardians, curators, administrators, trustees, receivers, or other officers. Page 7 (pdf) 732.507 Effect of subsequent marriage, birth, adoption, or dissolution of marriage. Page 9 (pdf) 736.0103 Definitions. Page 10 (pdf) 736.0105 Default and mandatory rules. Page 12 (pdf) 736.0201 Role of court in trust proceedings. Page 12 (pdf) 736.0603 Settlor’s powers; powers of withdrawal. Page 13 (pdf) 736.0703 Cotrustees. Page 13 (pdf) 736.0802 Duty of loyalty. Page 41 (pdf) 736.0808 Powers to direct. Page 14 (pdf) 736.08125 Protection of successor trustees. Page 44 (pdf) 736.1008 Limitations on proceedings against trustees. Page 15 (pdf) 736.1017 Certification of trust. Page 16 (pdf) 736.1105 Dissolution of marriage; effect on revocable trust. Page 17 (pdf) 736.1109 Page 18 (pdf) 736.1401 Page 19 (pdf) 736.1403 Page 19 (pdf) 736.1405 Page 20 (pdf) 736.1406 Page 22 (pdf) 736.1407 Page 22 (pdf) 736.1408 Page 23 (pdf) 736.1409 Page 24 (pdf) 736.141 Page 25 (pdf) 736.1411 Page 26 (pdf) 736.1412 Page 27 (pdf) 736.1413 Page 28 (pdf) 736.1414 Page 29 (pdf) 736.1415 Page 29 (pdf) 736.1416 Page 29 (pdf) 736.1501 Page 32 (pdf) 736.1502 Page 32 (pdf) 736.1503 Page 34 (pdf) 736.1504 Page 35 (pdf) 736.1505 Page 36 (pdf) 736.1506 Page 37 (pdf) 736.1507 Page 38 (pdf) 736.1508 Page 38 (pdf) 736.1509 Page 39 (pdf) 736.151 Page 39 (pdf) 736.1511 Page 40 (pdf) 736.1512 Page 40 (pdf) 738.104 Trustee’s power to adjust. Page 44 (pdf) 744.3679 Simplified accounting procedures in certain cases. Page 45 (pdf)