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Glossary of Legislative Terms

CS/SB 1368: Trusts

GENERAL BILL by Banking and Insurance ; Gruters

Trusts; Revising criteria for application of the rule against perpetuities to trusts created on or after a specified date; specifying that the terms of a trust do not prevail over a trustee’s duty to account to qualified beneficiaries under certain circumstances; clarifying circumstances under which notice, or the sending of a document, to a person under the Florida Trust Code is deemed satisfied; providing that the terms of a trust may permit for accounting to the qualified beneficiaries only under certain circumstances, etc.

Effective Date: 7/1/2022
 Last Action: 5/6/2022 - Chapter No. 2022-96
Bill Text: Web Page | PDF
Senate Committee References:
  1. Judiciary (JU)
  2. Banking and Insurance (BI)
  3. Rules (RC)


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Bill History

Date Chamber Action
12/27/2021 Senate • Filed
1/12/2022 Senate • Referred to Judiciary; Banking and Insurance; Rules -SJ 122
1/18/2022 Senate • Introduced -SJ 121
1/26/2022 Senate • On Committee agenda-- Judiciary, 01/31/22, 3:00 pm, 412 Knott Building
1/31/2022 Senate • Favorable by Judiciary; YEAS 10 NAYS 0 -SJ 242
2/1/2022 Senate • Now in Banking and Insurance
2/3/2022 Senate • On Committee agenda-- Banking and Insurance, 02/08/22, 3:00 pm, 37 Senate Building
2/8/2022 Senate • CS by Banking and Insurance; YEAS 11 NAYS 0 -SJ 364
2/10/2022 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
• CS by Banking and Insurance read 1st time -SJ 366
2/11/2022 Senate • Now in Rules
• On Committee agenda-- Rules, 02/15/22, 10:00 am, 412 Knott Building
2/15/2022 Senate • Favorable by- Rules; YEAS 17 NAYS 0 -SJ 370
2/16/2022 Senate • Placed on Calendar, on 2nd reading
2/17/2022 Senate • Placed on Special Order Calendar, 02/23/22 -SJ 451
2/23/2022 Senate • Read 2nd time -SJ 441
• Amendment(s) adopted (364794) -SJ 442
• Read 3rd time -SJ 442
• CS passed as amended; YEAS 39 NAYS 0 -SJ 442
• Immediately certified -SJ 451
2/23/2022 House • In Messages
3/7/2022 House • Bill referred to House Calendar
• Bill added to Special Order Calendar (3/8/2022)
• 1st Reading (Engrossed 1)
3/8/2022 House • Read 2nd time
• Placed on 3rd reading
• Added to Third Reading Calendar
3/9/2022 House • Read 3rd time
• CS passed; YEAS 99, NAYS 19
3/9/2022 Senate • Ordered enrolled -SJ 761
5/3/2022 • Signed by Officers and presented to Governor
5/6/2022 • Approved by Governor
• Chapter No. 2022-96