CS/SB 1502 (2022) -  Estates and Trusts

General Bill by Banking and Insurance and Powell
Estates and Trusts: Providing that the requirement for a claimant to file an independent action is satisfied if specified actions are taken; specifying that claimants, not creditors, are given certain priority of claims; revising the types of trusts deemed to have been contributed by a settlor’s spouse and not the settlor; providing that a trustee may resign by specified procedure and with notice to certain parties, etc.
SB Substituted for CS/HB 625 By Judiciary Committee and Altman
Effective Date: 07/01/2022
Last Event: 05/11/22 Chapter No. 2022-101 on Wednesday, May 11, 2022 1:10 PM

Referred Committees and Committee Actions

Senate Referrals

  • Banking and Insurance
    • On agenda for: 01/25/22 3:30 PM
    • Favorable With Committee Substitute (final action) Votes: Yeas 10   Nays 0
  • Judiciary
    • On agenda for: 02/07/22 2:30 PM
    • Favorable (final action) Votes: Yeas 10   Nays 0
  • Rules
    • On agenda for: 02/15/22 10:00 AM
    • Favorable (final action) Votes: Yeas 17   Nays 0

Related Bills

Bill # Subject Relationship
Bill #: CS/HB 625 Subject: Estates and Trusts Relationship: Similar

Bill Text

Staff Analysis

Chamber Committee
Chamber: Senate Committee: Rules 2/16/2022 10:07:32 AM
Chamber: Senate Committee: Rules 2/14/2022 9:43:41 AM
Chamber: Senate Committee: Judiciary 2/7/2022 5:33:31 PM
Chamber: Senate Committee: Judiciary 2/4/2022 2:33:47 PM
Chamber: Senate Committee: Banking and Insurance 1/27/2022 4:39:40 PM
Chamber: Senate Committee: Banking and Insurance 1/24/2022 3:55:34 PM

Vote History

Chamber Date Yeas Nays Action Action 2 Vote Detail Barcode
Chamber: Senate Date: 02/23/2022 04:50 PM   Yeas: 39 Nays: 0 Action: Action 2: Vote Detail: Vote [Seq# 12] Barcode:
Chamber: House Date: 03/07/2022 11:18 AM   Yeas: 113 Nays: 0 Action: Action 2: Passage Vote Detail: Vote [Seq# 775] Barcode:

Bill History

Event Time Member Committee Ver.
Event: Chapter No. 2022-101 Time: 05/11/2022 - 1:10 PM Member: Committee: Version: er
Event: Approved by Governor Time: 05/10/2022 - 6:02 PM Member: Committee: Version: er
Event: Signed by Officers and presented to Governor Time: 05/05/2022 - 3:47 PM Member: Committee: Version: er
Event: S Ordered enrolled -SJ 720 Time: 03/07/2022 - 11:50 AM Member: Committee: Version: c1
Event: H Message sent to senate Time: 03/07/2022 - 11:46 AM Member: Committee: Version: c1
Event: H CS passed; YEAS 113, NAYS 0 Time: 03/07/2022 - 11:17 AM Member: Committee: Version: c1
Event: H Read 3rd time Time: 03/07/2022 - 11:17 AM Member: Committee: Version: c1
Event: H Added to Third Reading Calendar Time: 03/04/2022 - 5:25 PM Member: Committee: Version: c1
Event: H Placed on 3rd reading Time: 03/04/2022 - 4:26 PM Member: Committee: Version: c1
Event: H Read 2nd time Time: 03/04/2022 - 4:26 PM Member: Committee: Version: c1
Event: H Substituted for CS/HB 625 Time: 03/04/2022 - 4:25 PM Member: Committee: Version: c1
Event: H 1st Reading Time: 03/01/2022 - 9:40 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 Bill referred to House Calendar Time: 03/01/2022 - 7:14 PM Member: Committee: Version: c1
Event: H In Messages Time: 02/23/2022 - 6:56 PM Member: Committee: Version: c1
Event: S Immediately certified -SJ 451 Time: 02/23/2022 - 6:09 PM Member: Committee: Version: c1
Event: S CS passed; YEAS 39 NAYS 0 -SJ 442 Time: 02/23/2022 - 4:51 PM Member: Committee: Version: c1
Event: S Read 3rd time -SJ 442 Time: 02/23/2022 - 4:51 PM Member: Committee: Version: c1
Event: S Read 2nd time -SJ 442 Time: 02/23/2022 - 4:50 PM Member: Committee: Version: c1
Event: S Placed on Special Order Calendar, 02/23/22 -SJ 451 Time: 02/17/2022 - 3:49 PM Member: Committee: Version: c1
Event: S Placed on Calendar, on 2nd reading Time: 02/16/2022 - 10:33 AM Member: Committee: Rules Version: c1
Event: S Favorable by- Rules; YEAS 17 NAYS 0 -SJ 370 Time: 02/15/2022 - 3:26 PM Member: Committee: Rules Version: c1
Event: S On Committee agenda-- Rules, 02/15/22, 10:00 am, 412 Knott Building Time: 02/10/2022 - 4:16 PM Member: Committee: Rules Version: c1
Event: S Now in Rules Time: 02/08/2022 - 8:03 AM Member: Committee: Rules Version: c1
Event: S Favorable by Judiciary; YEAS 10 NAYS 0 -SJ 343 Time: 02/07/2022 - 4:12 PM Member: Committee: Judiciary Version: c1
Event: S CS by Banking and Insurance read 1st time -SJ 248 Time: 02/02/2022 - 4:27 PM Member: Committee: Banking and Insurance Version: c1
Event: S On Committee agenda-- Judiciary, 02/07/22, 2:30 pm, 412 Knott Building Time: 02/02/2022 - 1:53 PM Member: Committee: Judiciary Version: c1
Event: S Now in Judiciary Time: 01/28/2022 - 8:58 AM Member: Committee: Judiciary Version: c1
Event: S Pending reference review under Rule 4.7(2) - (Committee Substitute) Time: 01/27/2022 - 5:01 PM Member: Committee: Banking and Insurance Version: __
Event: S CS by Banking and Insurance; YEAS 10 NAYS 0 -SJ 243 Time: 01/25/2022 - 4:27 PM Member: Committee: Banking and Insurance Version: __
Event: S On Committee agenda-- Banking and Insurance, 01/25/22, 3:30 pm, 412 Knott Building Time: 01/20/2022 - 1:51 PM Member: Committee: Banking and Insurance Version: __
Event: S Introduced -SJ 131 Time: 01/18/2022 - 4:22 PM Member: Committee: Version: __
Event: S Referred to Banking and Insurance; Judiciary; Rules -SJ 131 Time: 01/12/2022 - 11:32 AM Member: Committee: Banking and Insurance Version: __
Event: S Filed Time: 01/05/2022 - 9:50 AM Member: Committee: Version: __

Statutes Referenced by this Bill

Statute Other Bill Citations
733.705 CS/HB 625
736.0505 CS/HB 625
736.0705 CS/HB 625