CS/HB 965 (2009) -  Trust Administration

General Bill by Civil Justice & Courts Policy Committee and Grady (CO-SPONSORS) Hukill
Trust Administration: Revises beneficiary definition to exclude specified interests as beneficial interests; provides additional limitation on terms of trust prevailing over Florida Trust Code provisions; revises representation authority for holders of power of appointment; authorizes trust instruments to authorize specified persons to designate one or more persons to represent & bind beneficiary & receive information; authorizes cotrustee to delegate investment decisions to cotrustee; revises provisions for absence of liability of excluded trustees; provides that cotrustee that has delegated investment functions is not liable for investment decisions; revises definition applicable to antilapse of trust distribution.
Effective Date: July 1, 2009
Last Event: 06/02/09 Approved by Governor; Chapter No. 2009-117 on Tuesday, June 2, 2009 6:40 PM

Referred Committees and Committee Actions

House Referrals

Related Bills

Bill # Subject Relationship
Bill #: CS/CS/SB 1958 Subject: Trust Administration [SPSC] Relationship: Similar

Bill Text

Staff Analysis

Chamber Committee
Chamber: House Committee: Criminal & Civil Justice Policy Council 3/27/2009 12:13:39 PM
Chamber: House Committee: Criminal & Civil Justice Policy Council 3/26/2009 11:48:29 AM
Chamber: House Committee: Civil Justice & Courts Policy Committee 3/18/2009 2:46:53 PM
Chamber: House Committee: Civil Justice & Courts Policy Committee 3/13/2009 4:24:52 PM

Vote History

Chamber Date Yeas Nays Action Action 2 Vote Detail Barcode
Chamber: House Date: 04/16/2009 08:33 PM   Yeas: 115 Nays: 0 Action: Passage Action 2: Vote Detail: Vote [Seq# 103] Barcode:
Chamber: Senate Date: 04/24/2009 12:03 PM   Yeas: 39 Nays: 0 Action: Action 2: Vote Detail: Vote [Seq# 32] Barcode:

Bill History

Event Time Member Committee Ver.
Event: Approved by Governor; Chapter No. 2009-117 Time: 06/02/2009 - 6:40 PM Member: Committee: Version: er
Event: Signed by Officers and presented to Governor Time: 05/19/2009 - 11:55 AM Member: Committee: Version: er
Event: H Ordered enrolled Time: 04/27/2009 - 7:43 PM Member: Committee: Version: c1
Event: H In Messages Time: 04/27/2009 - 7:43 PM Member: Committee: Version: c1
Event: S CS passed; YEAS 39 NAYS 0 -SJ 00536 Time: 04/24/2009 - 12:03 PM Member: Committee: Version: er
Event: S Read 3rd time -SJ 00536 Time: 04/24/2009 - 12:02 PM Member: Committee: Version: er
Event: S Read 2nd time -SJ 00490 Time: 04/23/2009 - 5:05 PM Member: Committee: Version: er
Event: S Substituted for CS/CS/SB 1958 -SJ 00490 Time: 04/23/2009 - 5:05 PM Member: Committee: Version: er
Event: S Withdrawn from Judiciary; Banking and Insurance -SJ 00490 Time: 04/23/2009 - 5:05 PM Member: Committee: Version: er
Event: S Received -SJ 00467 Time: 04/22/2009 - 6:54 PM Member: Committee: Version: er
Event: S Referred to Judiciary; Banking and Insurance -SJ 00467 Time: 04/21/2009 - 4:39 PM Member: Committee: Version: er
Event: S In Messages Time: 04/17/2009 - 9:12 PM Member: Committee: Version: er
Event: H CS passed; YEAS 115, NAYS 0 Time: 04/16/2009 - 8:33 PM Member: Committee: Version: c1
Event: H Passage on third reading Time: 04/16/2009 - 8:33 PM Member: Committee: Version: c1
Event: H Read 3rd time Time: 04/16/2009 - 8:32 PM Member: Committee: Version: c1
Event: H Added to Third Reading Calendar Time: 04/15/2009 - 3:11 PM Member: Committee: Version: c1
Event: H Read 2nd time Time: 04/15/2009 - 1:34 PM Member: Committee: Version: c1
Event: H Bill added to Special Order Calendar (4/15/2009) Time: 04/13/2009 - 5:09 PM Member: Committee: Version: c1
Event: H Added to Second Reading Calendar Time: 03/27/2009 - 12:15 PM Member: Committee: Version: c1
Event: H Bill released to House Calendar Time: 03/27/2009 - 12:15 PM Member: Committee: Version: c1
Event: H Reported out of Criminal & Civil Justice Policy Council Time: 03/27/2009 - 12:15 PM Member: Committee: Criminal & Civil Justice Policy Council Version: c1
Event: H Favorable by Criminal & Civil Justice Policy Council Time: 03/27/2009 - 11:00 AM Member: Committee: Criminal & Civil Justice Policy Council Version: c1
Event: H Added to Criminal & Civil Justice Policy Council agenda Time: 03/25/2009 - 4:15 PM Member: Committee: Criminal & Civil Justice Policy Council Version: c1
Event: H Now in Criminal & Civil Justice Policy Council Time: 03/20/2009 - 1:46 PM Member: Committee: Criminal & Civil Justice Policy Council Version: c1
Event: H Referred to Criminal & Civil Justice Policy Council Time: 03/20/2009 - 1:46 PM Member: Committee: Criminal & Civil Justice Policy Council Version: c1
Event: H 1st Reading Time: 03/18/2009 - 5:56 PM Member: Committee: Version: c1
Event: H CS Filed Time: 03/18/2009 - 3:00 PM Member: Committee: Version: c1
Event: H Laid on Table under Rule 7.20 Time: 03/18/2009 - 3:00 PM Member: Committee: Version: __
Event: H Reported out of Civil Justice & Courts Policy Committee Time: 03/18/2009 - 2:47 PM Member: Committee: Civil Justice & Courts Policy Committee Version: __
Event: H Favorable with CS by Civil Justice & Courts Policy Committee Time: 03/17/2009 - 10:15 AM Member: Committee: Civil Justice & Courts Policy Committee Version: __
Event: H Added to Civil Justice & Courts Policy Committee agenda Time: 03/13/2009 - 4:13 PM Member: Committee: Civil Justice & Courts Policy Committee Version: __
Event: H Now in Civil Justice & Courts Policy Committee Time: 03/05/2009 - 8:17 PM Member: Committee: Civil Justice & Courts Policy Committee Version: __
Event: H Referred to Criminal & Civil Justice Policy Council Time: 03/05/2009 - 8:17 PM Member: Committee: Criminal & Civil Justice Policy Council Version: __
Event: H Referred to Civil Justice & Courts Policy Committee Time: 03/05/2009 - 8:17 PM Member: Committee: Civil Justice & Courts Policy Committee Version: __
Event: H 1st Reading Time: 03/03/2009 - 10:03 PM Member: Committee: Version: __
Event: H Filed Time: 02/18/2009 - 7:46 AM Member: Grady Committee: Version: __

Statutes Referenced by this Bill

Statute Other Bill Citations
736.0103
736.0105
736.0302
736.0306
736.0703
736.0807
736.1106