CS/SB 648 (2011) -  Estates

General Bill by Banking and Insurance and Joyner
Estates: Creates a fiduciary lawyer-client privilege. Provides that the lawyer-client privilege applies to the communications between a lawyer and a client that is a fiduciary. Revises provisions relating to the intestate share of a surviving spouse. Provides a right to reform the terms of a will to correct mistakes. Provides a right to modify the terms of a will to achieve tax objectives. Clarifies that a revocation of a will is subject to challenge on the grounds of fraud, duress, mistake, or undue influence, etc.
Effective Date: upon becoming a law, except as otherwise provided
Last Event: 04/29/11 S Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595 on Friday, April 29, 2011 10:25 AM

Referred Committees and Committee Actions

Senate Referrals

  • Judiciary
    • On agenda for: 03/09/11 3:15 PM
    • Favorable (final action) Votes: Yeas 7   Nays 0
  • Banking and Insurance
    • On agenda for: 03/22/11 1:15 PM
    • Favorable With Committee Substitute (final action) Votes: Yeas 10   Nays 0
  • Rules
    • On agenda for: 04/26/11 1:00 PM
    • Favorable (final action) Votes: Yeas 12   Nays 0

Related Bills

Bill # Subject Relationship
Bill #: CS/HB 325 Subject: Estates Relationship: Similar
Bill #: SB 708 Subject: Lawyer-client Privilege Relationship: Compare

Bill Text

Staff Analysis

Chamber Committee
Chamber: Senate Committee: Agriculture 10/12/2011 1:53:46 PM
Chamber: Senate Committee: Rules 4/26/2011 8:06:43 PM
Chamber: Senate Committee: Rules 4/22/2011 12:45:16 PM
Chamber: Senate Committee: Banking and Insurance 3/24/2011 9:50:52 AM
Chamber: Senate Committee: Banking and Insurance 3/21/2011 12:52:21 PM
Chamber: Senate Committee: Judiciary 3/18/2011 3:03:34 PM
Chamber: Senate Committee: Judiciary 3/8/2011 4:01:41 PM

Vote History

(No Votes Recorded)

Bill History

Event Time Member Committee Ver.
Event: S Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595 Time: 04/29/2011 - 10:25 AM Member: Committee: Version: c1
Event: S Substituted CS/HB 325 -SJ 595 Time: 04/29/2011 - 10:25 AM Member: Committee: Version: c1
Event: S Read 2nd time -SJ 595 Time: 04/29/2011 - 10:24 AM Member: Committee: Version: c1
Event: S Placed on Special Order Calendar, 04/29/11 Time: 04/27/2011 - 6:15 PM Member: Committee: Version: c1
Event: S Placed on Calendar, on 2nd reading -SJ 541 Time: 04/27/2011 - 8:05 AM Member: Committee: Version: c1
Event: S Favorable by- Rules; YEAS 12 NAYS 0 -SJ 541 Time: 04/26/2011 - 6:16 PM Member: Committee: Version: c1
Event: S On Committee agenda-- Rules, 04/26/11, 1:00 pm, 110 Senate Office Building Time: 04/21/2011 - 1:48 PM Member: Committee: Version: c1
Event: S CS by Banking and Insurance read 1st time -SJ 289 Time: 03/24/2011 - 7:35 PM Member: Committee: Version: c1
Event: S Now in Rules -SJ 286 Time: 03/24/2011 - 4:08 PM Member: Committee: Version: c1
Event: S Pending reference review under Rule 4.7(2) - (Committee Substitute) Time: 03/24/2011 - 10:26 AM Member: Committee: Version: __
Event: S CS by Banking and Insurance; YEAS 10 NAYS 0 -SJ 286 Time: 03/22/2011 - 3:45 PM Member: Committee: Version: __
Event: S On Committee agenda-- Banking and Insurance, 03/22/11, 1:15 pm, 412 Knott Building Time: 03/17/2011 - 4:02 PM Member: Committee: Version: __
Event: S Now in Banking and Insurance -SJ 185 Time: 03/10/2011 - 8:33 AM Member: Committee: Version: __
Event: S Favorable by Judiciary; YEAS 7 NAYS 0 -SJ 185 Time: 03/09/2011 - 6:02 PM Member: Committee: Version: __
Event: S Introduced -SJ 53 Time: 03/07/2011 - 5:34 PM Member: Committee: Version: __
Event: S On Committee agenda-- Judiciary, 03/09/11, 3:15 pm, 110 Senate Office Building Time: 03/04/2011 - 9:47 AM Member: Committee: Version: __
Event: S Referred to Judiciary; Banking and Insurance; Rules -SJ 53 Time: 02/09/2011 - 12:44 PM Member: Committee: Version: __
Event: S Filed Time: 01/27/2011 - 8:13 AM Member: Committee: Version: __

Statutes Referenced by this Bill

Statute Other Bill Citations
90.5021 CS/HB 325*, SB 708
732.102 CS/HB 325*
732.5165 CS/HB 325*
732.518 CS/HB 325*
732.615 CS/HB 325*
732.616 CS/HB 325*
733.1061 CS/HB 325*
733.212 CS/HB 325*
736.0201 CS/HB 325*
736.0207 CS/HB 325*
736.0406 CS/HB 325*
736.0813 CS/HB 325*
744.441 CS/HB 325*

(*) Not the latest version