CS/HB 625 (2022) - Estates and Trusts

General Bill by Judiciary Committee and Altman

Estates and Trusts: Provides requirements for independent action are satisfied if certain actions are taken; specifies claimants, not creditors, are given certain priority of claims; provides certain trust assets are deemed to have been contributed by specified parties upon death; provides trustee may resign by specified procedure & with notice to certain parties.

Companion Bill passed CS/SB 1502 Estates and Trusts By Banking and Insurance and Powell

Effective Date: July 1, 2022

Last Event: Companion bill(s) passed, see CS/SB 1502 (Ch. 2022-101) on Friday, March 4, 2022 4:25 PM; HB Laid on Table

Lobbyist Disclosure Information

Referred Committees and Committee Actions

House Referrals

Civil Justice & Property Rights Subcommittee
- On agenda for: 01/13/22 2:00 PM
  View Notice Meeting Packets Action Packets
- Favorable (final action) View Meeting Appearances See Votes
Insurance & Banking Subcommittee
- On agenda for: 02/02/22 9:00 AM
  View Notice Meeting Packets Action Packets
- Favorable (final action) View Meeting Appearances See Votes
Judiciary Committee
- On agenda for: 02/21/22 3:30 PM
  View Notice Meeting Packets Action Packets
- Favorable With Committee Substitute (final action) View Meeting Appearances See Votes

Related Bills

Bill #	Subject	Relationship
Bill #: CS/SB 1502	Subject: Estates and Trusts	Relationship: Similar

Bill Text

Committee Substitute 1
Original Filed Version
- A 494355 , Altman (JDC) Date Filed: 02/18/22, Line#: 57 House(c): Adopted Without Objection 02/21/2022 07:42 PM

Staff Analysis

Chamber	Committee
Chamber: House	Committee: Final Bill Analysis 6/1/2022 11:00:25 AM
Chamber: House	Committee: Final Bill Analysis 3/17/2022 3:58:02 PM
Chamber: House	Committee: Judiciary Committee 2/22/2022 10:53:16 AM
Chamber: House	Committee: Judiciary Committee 2/17/2022 2:24:25 PM
Chamber: House	Committee: Insurance & Banking Subcommittee 2/2/2022 1:39:15 PM
Chamber: House	Committee: Insurance & Banking Subcommittee 1/31/2022 5:35:43 PM
Chamber: House	Committee: Civil Justice & Property Rights Subcommittee 1/14/2022 7:04:49 PM
Chamber: House	Committee: Civil Justice & Property Rights Subcommittee 1/13/2022 6:35:06 PM
Chamber: House	Committee: Civil Justice & Property Rights Subcommittee 1/11/2022 4:35:12 PM

Vote History

(No Votes Recorded)

Bill History

Event	Time	Member	Committee	Ver.
Event: H Laid on Table; companion bill(s) passed, see CS/SB 1502 (Ch. 2022-101)	Time: 03/04/2022 - 4:25 PM	Member:	Committee:	Version: c1
Event: H Substituted CS/SB 1502	Time: 03/04/2022 - 4:25 PM	Member:	Committee:	Version: c1
Event: H Bill added to Special Order Calendar (3/4/2022)	Time: 03/01/2022 - 7:50 PM	Member:	Committee:	Version: c1
Event: H Added to Second Reading Calendar	Time: 02/24/2022 - 12:23 AM	Member:	Committee:	Version: c1
Event: H Bill referred to House Calendar	Time: 02/24/2022 - 12:23 AM	Member:	Committee:	Version: c1
Event: H 1st Reading	Time: 02/22/2022 - 11:55 PM	Member:	Committee:	Version: c1
Event: H CS Filed	Time: 02/22/2022 - 11:11 AM	Member:	Committee:	Version: c1
Event: H Laid on Table under Rule 7.18(a)	Time: 02/22/2022 - 11:11 AM	Member:	Committee:	Version: __
Event: H Reported out of Judiciary Committee	Time: 02/22/2022 - 10:52 AM	Member:	Committee: Judiciary Committee	Version: __
Event: H Favorable with CS by Judiciary Committee	Time: 02/21/2022 - 7:42 PM	Member:	Committee: Judiciary Committee	Version: __
Event: H Added to Judiciary Committee agenda	Time: 02/17/2022 - 2:09 PM	Member:	Committee: Judiciary Committee	Version: __
Event: H Now in Judiciary Committee	Time: 02/02/2022 - 1:40 PM	Member:	Committee: Judiciary Committee	Version: __
Event: H Reported out of Insurance & Banking Subcommittee	Time: 02/02/2022 - 1:40 PM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Favorable by Insurance & Banking Subcommittee	Time: 02/02/2022 - 1:18 PM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Added to Insurance & Banking Subcommittee agenda	Time: 01/31/2022 - 4:21 PM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Now in Insurance & Banking Subcommittee	Time: 01/14/2022 - 7:05 PM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Reported out of Civil Justice & Property Rights Subcommittee	Time: 01/14/2022 - 7:05 PM	Member:	Committee: Civil Justice & Property Rights Subcommittee	Version: __
Event: H Favorable by Civil Justice & Property Rights Subcommittee	Time: 01/13/2022 - 9:03 PM	Member:	Committee: Civil Justice & Property Rights Subcommittee	Version: __
Event: H 1st Reading	Time: 01/11/2022 - 9:25 PM	Member:	Committee:	Version: __
Event: H Added to Civil Justice & Property Rights Subcommittee agenda	Time: 01/11/2022 - 4:08 PM	Member:	Committee: Civil Justice & Property Rights Subcommittee	Version: __
Event: H Now in Civil Justice & Property Rights Subcommittee	Time: 12/06/2021 - 11:54 AM	Member:	Committee: Civil Justice & Property Rights Subcommittee	Version: __
Event: H Referred to Judiciary Committee	Time: 12/06/2021 - 11:54 AM	Member:	Committee: Judiciary Committee	Version: __
Event: H Referred to Insurance & Banking Subcommittee	Time: 12/06/2021 - 11:54 AM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Referred to Civil Justice & Property Rights Subcommittee	Time: 12/06/2021 - 11:54 AM	Member:	Committee: Civil Justice & Property Rights Subcommittee	Version: __
Event: H Filed	Time: 11/16/2021 - 5:09 PM	Member: Altman	Committee:	Version: __

Statutes Referenced by this Bill

Statute	Other Bill Citations
733.705	CS/SB 1502
736.0505	CS/SB 1502
736.0705	CS/SB 1502