CS/CS/HB 1001 (2022) - Trusts

General Bill by Judiciary Committee and Insurance & Banking Subcommittee and Beltran

Trusts: Revises provisions of the Florida Trust Code including rule against perpetuities, trustee duties, methods of notice, representation by parents, noncharitable trusts, trust accounting, and grantor trust reimbursement.

Effective Date: July 1, 2022

Last Event: Companion bill(s) passed, see CS/SB 1368 (Ch. 2022-96) on Tuesday, March 8, 2022 11:42 PM; HB Laid on Table

Lobbyist Disclosure Information

Referred Committees and Committee Actions

House Referrals

Civil Justice & Property Rights Subcommittee
- On agenda for: 01/19/22 3:30 PM
  View Notice Meeting Packets Action Packets
- Favorable (final action) View Meeting Appearances See Votes
Insurance & Banking Subcommittee
- On agenda for: 02/07/22 4:00 PM
  View Notice Meeting Packets Action Packets
- Favorable With Committee Substitute (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 #: HB 1229	Subject: Pub. Rec./Proceedings Involving Family Trust Companies	Relationship: Linked
Bill #: CS/SB 1368	Subject: Trusts	Relationship: Identical

Bill Text

Committee Substitute 2
Committee Substitute 1
- D 458757 , Beltran (JDC) Date Filed: 02/18/22, Line#: 54 House(c): Adopted Without Objection 02/21/2022 07:42 PM
Original Filed Version
- A 717601 , Beltran (IBS) Date Filed: 02/04/22, Line#: 52 House(c): Adopted Without Objection 02/07/2022 06:34 PM

Staff Analysis

Chamber	Committee
Chamber: House	Committee: Final Bill Analysis 6/1/2022 9:47:46 AM
Chamber: House	Committee: Final Bill Analysis 3/23/2022 3:43:09 PM
Chamber: House	Committee: Judiciary Committee 2/22/2022 4:24:17 PM
Chamber: House	Committee: Judiciary Committee 2/17/2022 2:25:32 PM
Chamber: House	Committee: Insurance & Banking Subcommittee 2/10/2022 7:49:36 AM
Chamber: House	Committee: Insurance & Banking Subcommittee 2/4/2022 4:00:22 PM
Chamber: House	Committee: Civil Justice & Property Rights Subcommittee 1/19/2022 7:06:33 PM
Chamber: House	Committee: Civil Justice & Property Rights Subcommittee 1/15/2022 9:48:33 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 1368 (Ch. 2022-96)	Time: 03/08/2022 - 11:42 PM	Member:	Committee:	Version: c2
Event: H Added to Second Reading Calendar	Time: 02/24/2022 - 12:25 AM	Member:	Committee:	Version: c2
Event: H Bill referred to House Calendar	Time: 02/24/2022 - 12:25 AM	Member:	Committee:	Version: c2
Event: H 1st Reading	Time: 02/22/2022 - 11:55 PM	Member:	Committee:	Version: c2
Event: H CS Filed	Time: 02/22/2022 - 4:28 PM	Member:	Committee:	Version: c2
Event: H Laid on Table under Rule 7.18(a)	Time: 02/22/2022 - 4:28 PM	Member:	Committee:	Version: c1
Event: H Reported out of Judiciary Committee	Time: 02/22/2022 - 4:23 PM	Member:	Committee: Judiciary Committee	Version: c1
Event: H Favorable with CS by Judiciary Committee	Time: 02/21/2022 - 7:42 PM	Member:	Committee: Judiciary Committee	Version: c1
Event: H Added to Judiciary Committee agenda	Time: 02/17/2022 - 2:09 PM	Member:	Committee: Judiciary Committee	Version: c1
Event: H Now in Judiciary Committee	Time: 02/11/2022 - 5:50 PM	Member:	Committee: Judiciary Committee	Version: c1
Event: H Referred to Judiciary Committee	Time: 02/11/2022 - 5:50 PM	Member:	Committee: Judiciary Committee	Version: c1
Event: H 1st Reading	Time: 02/10/2022 - 8:56 PM	Member:	Committee:	Version: c1
Event: H CS Filed	Time: 02/10/2022 - 8:16 AM	Member:	Committee:	Version: c1
Event: H Laid on Table under Rule 7.18(a)	Time: 02/10/2022 - 8:16 AM	Member:	Committee:	Version: __
Event: H Reported out of Insurance & Banking Subcommittee	Time: 02/10/2022 - 7:51 AM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Favorable with CS by Insurance & Banking Subcommittee	Time: 02/07/2022 - 6:34 PM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Added to Insurance & Banking Subcommittee agenda	Time: 02/03/2022 - 4:00 PM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Now in Insurance & Banking Subcommittee	Time: 01/19/2022 - 7:06 PM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Reported out of Civil Justice & Property Rights Subcommittee	Time: 01/19/2022 - 7:06 PM	Member:	Committee: Civil Justice & Property Rights Subcommittee	Version: __
Event: H Favorable by Civil Justice & Property Rights Subcommittee	Time: 01/19/2022 - 6:51 PM	Member:	Committee: Civil Justice & Property Rights Subcommittee	Version: __
Event: H Added to Civil Justice & Property Rights Subcommittee agenda	Time: 01/14/2022 - 4:14 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 Now in Civil Justice & Property Rights Subcommittee	Time: 01/07/2022 - 11:43 AM	Member:	Committee: Civil Justice & Property Rights Subcommittee	Version: __
Event: H Referred to Judiciary Committee	Time: 01/07/2022 - 11:43 AM	Member:	Committee: Judiciary Committee	Version: __
Event: H Referred to Insurance & Banking Subcommittee	Time: 01/07/2022 - 11:43 AM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Referred to Civil Justice & Property Rights Subcommittee	Time: 01/07/2022 - 11:43 AM	Member:	Committee: Civil Justice & Property Rights Subcommittee	Version: __
Event: H Filed	Time: 12/21/2021 - 10:29 AM	Member: Beltran	Committee:	Version: __

Statutes Referenced by this Bill

Statute	Other Bill Citations
689.225	CS/SB 1368
736.0105	CS/SB 1368
736.0109	CS/SB 1368
736.0303	CS/SB 1368
736.0409	CS/SB 1368
736.04115	CS/SB 1368
736.0412	CS/SB 1368
736.0813	CS/SB 1368
736.08135	CS/SB 1368
736.08145	CS/SB 1368