CS/CS/HB 481 (2017) -  Trusts

General Bill by Judiciary Committee and Civil Justice & Claims Subcommittee and Moraitis
Trusts: Deletes requirement that trust be for benefit of trust's beneficiaries; revises requirements for notice or sending of electronic trust documents; provides AG has standing in certain proceedings; authorizes trustee to appoint principal of trust to second trust or supplemental needs trust; provides requirements for second trust & its beneficiaries; prohibits distribution of principal of trust in manner that would reduce specified tax benefits; clarifies that certain knowledge by beneficiary does not cause a claim for breach of trust or commence running of limitations period or laches; provides for retroactive application.
Effective Date: July 1, 2017
Last Event: 05/05/17 S Died in Judiciary, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155) on Friday, May 5, 2017 11:59 PM
Date Available for Final Passage: Friday, April 21, 2017 5:15 PM

Referred Committees and Committee Actions

House Referrals

Senate Referrals

  • Judiciary
  • Banking and Insurance
  • Rules

Related Bills

Bill # Subject Relationship
Bill #: CS/CS/SB 1554 Subject: Trusts Relationship: Similar
Bill #: CS/CS/HB 277 Subject: Wills and Trusts Relationship: Compare
Bill #: CS/HB 1379 Subject: Department of Legal Affairs Relationship: Compare
Bill #: CS/CS/CS/SB 206 Subject: Wills and Trusts Relationship: Compare
Bill #: CS/SB 1626 Subject: Department of Legal Affairs Relationship: Compare

Bill Text

Staff Analysis

Chamber Committee
Chamber: House Committee: Judiciary Committee 4/6/2017 5:17:41 PM
Chamber: House Committee: Judiciary Committee 4/4/2017 8:03:03 PM
Chamber: House Committee: Civil Justice & Claims Subcommittee 2/27/2017 3:11:07 PM
Chamber: House Committee: Civil Justice & Claims Subcommittee 2/16/2017 6:05:46 PM

Vote History

Chamber Date Yeas Nays Action Action 2 Vote Detail Barcode
Chamber: House Date: 04/20/2017 02:14 PM   Yeas: 116 Nays: 0 Action: Action 2: Passage Vote Detail: Vote [Seq# 201] Barcode:

Bill History

Event Time Member Committee Ver.
Event: S Died in Judiciary, companion bill(s) passed, see CS/HB 1379 (Ch. 2017-155) Time: 05/05/2017 - 11:59 PM Member: Committee: Judiciary Version: e1
Event: S Indefinitely postponed and withdrawn from consideration Time: 05/05/2017 - 11:59 PM Member: Committee: Version: e1
Event: S Received -SJ 455 Time: 04/25/2017 - 7:40 PM Member: Committee: Version: e1
Event: S Referred to Judiciary; Banking and Insurance; Rules -SJ 455 Time: 04/25/2017 - 5:36 PM Member: Committee: Judiciary Version: e1
Event: S In Messages Time: 04/25/2017 - 4:51 PM Member: Committee: Version: e1
Event: H Message sent to senate Time: 04/25/2017 - 4:37 PM Member: Committee: Version: e1
Event: H CS passed as amended; YEAS 116, NAYS 0 Time: 04/20/2017 - 2:14 PM Member: Committee: Version: e1
Event: H Read 3rd time Time: 04/20/2017 - 2:14 PM Member: Committee: Version: e1
Event: H Added to Third Reading Calendar Time: 04/19/2017 - 6:15 PM Member: Committee: Version: c2
Event: H Placed on 3rd reading Time: 04/19/2017 - 5:15 PM Member: Committee: Version: c2
Event: H Amendment 839065 adopted Time: 04/19/2017 - 5:15 PM Member: Committee: Version: c2
Event: H Read 2nd time Time: 04/19/2017 - 5:14 PM Member: Committee: Version: c2
Event: H Bill added to Special Order Calendar (4/19/2017) Time: 04/18/2017 - 6:03 PM Member: Committee: Version: c2
Event: H Amendment 839065 filed Time: 04/14/2017 - 2:27 PM Member: Committee: Version: c2
Event: H Bill added to Special Order Calendar (4/18/2017) Time: 04/13/2017 - 7:00 PM Member: Committee: Version: c2
Event: H Added to Second Reading Calendar Time: 04/07/2017 - 5:39 PM Member: Committee: Version: c2
Event: H Bill referred to House Calendar Time: 04/07/2017 - 5:39 PM Member: Committee: Version: c2
Event: H 1st Reading Time: 04/06/2017 - 7:04 PM Member: Committee: Version: c2
Event: H CS Filed Time: 04/06/2017 - 5:41 PM Member: Committee: Version: c2
Event: H Laid on Table under Rule 7.18(a) Time: 04/06/2017 - 5:41 PM Member: Committee: Version: c1
Event: H Reported out of Judiciary Committee Time: 04/06/2017 - 5:18 PM Member: Committee: Judiciary Committee Version: c1
Event: H Favorable with CS by Judiciary Committee Time: 04/06/2017 - 1:46 PM Member: Committee: Judiciary Committee Version: c1
Event: H Added to Judiciary Committee agenda Time: 04/04/2017 - 4:12 PM Member: Committee: Judiciary Committee Version: c1
Event: H 1st Reading Time: 03/07/2017 - 10:58 PM Member: Committee: Version: __
Event: H 1st Reading Time: 03/07/2017 - 10:58 PM Member: Committee: Version: c1
Event: H Now in Judiciary Committee Time: 02/28/2017 - 12:45 PM Member: Committee: Judiciary Committee Version: c1
Event: H Referred to Judiciary Committee Time: 02/28/2017 - 12:45 PM Member: Committee: Judiciary Committee Version: c1
Event: H CS Filed Time: 02/27/2017 - 3:28 PM Member: Committee: Version: c1
Event: H Laid on Table under Rule 7.18(a) Time: 02/27/2017 - 3:28 PM Member: Committee: Version: __
Event: H Reported out of Civil Justice & Claims Subcommittee Time: 02/27/2017 - 3:11 PM Member: Committee: Civil Justice & Claims Subcommittee Version: __
Event: H Favorable with CS by Civil Justice & Claims Subcommittee Time: 02/23/2017 - 2:23 PM Member: Committee: Civil Justice & Claims Subcommittee Version: __
Event: H PCS added to Civil Justice & Claims Subcommittee agenda Time: 02/16/2017 - 4:22 PM Member: Committee: Civil Justice & Claims Subcommittee Version: __
Event: H Now in Civil Justice & Claims Subcommittee Time: 02/06/2017 - 2:16 PM Member: Committee: Civil Justice & Claims Subcommittee Version: __
Event: H Referred to Judiciary Committee Time: 02/06/2017 - 2:16 PM Member: Committee: Judiciary Committee Version: __
Event: H Referred to Civil Justice & Claims Subcommittee Time: 02/06/2017 - 2:16 PM Member: Committee: Civil Justice & Claims Subcommittee Version: __
Event: H Filed Time: 01/24/2017 - 11:24 AM Member: Moraitis Committee: Version: __

Statutes Referenced by this Bill

Statute Other Bill Citations
736.0103 CS/CS/CS/SB 206, CS/CS/HB 277, CS/CS/SB 1554
736.0105 CS/CS/CS/SB 206, CS/CS/HB 277, CS/CS/SB 1554
736.0109 CS/CS/CS/SB 206, CS/CS/HB 277, CS/CS/SB 1554
736.0110 CS/CS/CS/SB 206, CS/CS/HB 277, CS/HB 1379, CS/CS/SB 1554, CS/SB 1626
736.0404 CS/CS/CS/SB 206, CS/CS/HB 277, CS/CS/SB 1554
736.04117 CS/CS/CS/SB 206, CS/CS/HB 277, CS/CS/SB 1554
736.08135 CS/CS/CS/SB 206, CS/CS/HB 277, CS/CS/SB 1554
736.1008 CS/CS/CS/SB 206, CS/CS/HB 277, CS/CS/SB 1554
736.1201 CS/CS/CS/SB 206, CS/CS/HB 277, CS/HB 1379, CS/CS/SB 1554, CS/SB 1626
736.1205 CS/CS/CS/SB 206, CS/CS/HB 277, CS/HB 1379, CS/CS/SB 1554, CS/SB 1626
736.1206 CS/CS/CS/SB 206, CS/CS/HB 277, CS/HB 1379, CS/CS/SB 1554, CS/SB 1626
736.1207 CS/CS/CS/SB 206, CS/CS/HB 277, CS/HB 1379, CS/CS/SB 1554, CS/SB 1626
736.1208 CS/CS/CS/SB 206, CS/CS/HB 277, CS/HB 1379, CS/CS/SB 1554, CS/SB 1626
736.1209 CS/CS/CS/SB 206, CS/CS/HB 277, CS/HB 1379, CS/CS/SB 1554, CS/SB 1626