CS/SB 1368 (2022) -  Trusts

General Bill by Banking and Insurance and Gruters
Trusts: Revising criteria for application of the rule against perpetuities to trusts created on or after a specified date; specifying that the terms of a trust do not prevail over a trustee’s duty to account to qualified beneficiaries under certain circumstances; clarifying circumstances under which notice, or the sending of a document, to a person under the Florida Trust Code is deemed satisfied; providing that the terms of a trust may permit for accounting to the qualified beneficiaries only under certain circumstances, etc.
Effective Date: 07/01/2022
Last Event: 05/06/22 Chapter No. 2022-96 on Friday, May 6, 2022 3:47 PM

Referred Committees and Committee Actions

Senate Referrals

  • Judiciary
    • On agenda for: 01/31/22 3:00 PM
    • Favorable (final action) Votes: Yeas 10   Nays 0
  • Banking and Insurance
    • On agenda for: 02/08/22 3:00 PM
    • Favorable With Committee Substitute (final action) Votes: Yeas 11   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/CS/HB 1001 Subject: Trusts Relationship: Identical
Bill #: HB 1229 Subject: Pub. Rec./Proceedings Involving Family Trust Companies Relationship: Compare

Bill Text

Staff Analysis

Chamber Committee
Chamber: Senate Committee: Rules 2/16/2022 10:06:27 AM
Chamber: Senate Committee: Rules 2/14/2022 9:37:26 AM
Chamber: Senate Committee: Banking and Insurance 2/10/2022 2:22:06 PM
Chamber: Senate Committee: Banking and Insurance 2/7/2022 2:53:30 PM
Chamber: Senate Committee: Judiciary 1/31/2022 6:26:09 PM
Chamber: Senate Committee: Judiciary 1/28/2022 2:45:02 PM

Vote History

Chamber Date Yeas Nays Action Action 2 Vote Detail Barcode
Chamber: Senate Date: 02/23/2022 04:49 PM   Yeas: 39 Nays: 0 Action: Action 2: Vote Detail: Vote [Seq# 11] Barcode:
Chamber: House Date: 03/09/2022 04:59 PM   Yeas: 99 Nays: 19 Action: Action 2: Passage Vote Detail: Vote [Seq# 837] Barcode:

Bill History

Event Time Member Committee Ver.
Event: Chapter No. 2022-96 Time: 05/06/2022 - 3:47 PM Member: Committee: Version: er
Event: Approved by Governor Time: 05/06/2022 - 3:44 PM Member: Committee: Version: er
Event: Signed by Officers and presented to Governor Time: 05/03/2022 - 11:44 AM Member: Committee: Version: er
Event: H Message sent to senate Time: 03/09/2022 - 5:52 PM Member: Committee: Version: e1
Event: S Ordered enrolled -SJ 761 Time: 03/09/2022 - 5:47 PM Member: Committee: Version: e1
Event: H CS passed; YEAS 99, NAYS 19 Time: 03/09/2022 - 4:58 PM Member: Committee: Version: e1
Event: H Read 3rd time Time: 03/09/2022 - 4:50 PM Member: Committee: Version: e1
Event: H Added to Third Reading Calendar Time: 03/08/2022 - 11:36 PM Member: Committee: Version: e1
Event: H Placed on 3rd reading Time: 03/08/2022 - 7:47 PM Member: Committee: Version: e1
Event: H Read 2nd time Time: 03/08/2022 - 7:42 PM Member: Committee: Version: e1
Event: H 1st Reading Time: 03/07/2022 - 6:15 PM Member: Committee: Version: e1
Event: H Bill added to Special Order Calendar (3/8/2022) Time: 03/07/2022 - 4:40 PM Member: Committee: Version: e1
Event: H Bill referred to House Calendar Time: 03/07/2022 - 3:54 PM Member: Committee: Version: e1
Event: H In Messages Time: 02/23/2022 - 6:56 PM Member: Committee: Version: e1
Event: S Immediately certified -SJ 451 Time: 02/23/2022 - 6:09 PM Member: Committee: Version: e1
Event: S CS passed as amended; YEAS 39 NAYS 0 -SJ 442 Time: 02/23/2022 - 4:50 PM Member: Committee: Version: c1
Event: S Read 3rd time -SJ 442 Time: 02/23/2022 - 4:49 PM Member: Committee: Version: c1
Event: S Amendment(s) adopted (364794) -SJ 442 Time: 02/23/2022 - 4:49 PM Member: Committee: Version: c1
Event: S Read 2nd time -SJ 441 Time: 02/23/2022 - 4:48 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: 02/11/2022 - 10:52 AM Member: Committee: Rules Version: c1
Event: S Now in Rules Time: 02/11/2022 - 8:40 AM Member: Committee: Rules Version: c1
Event: S CS by Banking and Insurance read 1st time -SJ 366 Time: 02/10/2022 - 5:56 PM Member: Committee: Banking and Insurance Version: c1
Event: S Pending reference review under Rule 4.7(2) - (Committee Substitute) Time: 02/10/2022 - 2:33 PM Member: Committee: Banking and Insurance Version: c1
Event: S CS by Banking and Insurance; YEAS 11 NAYS 0 -SJ 364 Time: 02/08/2022 - 3:55 PM Member: Committee: Banking and Insurance Version: __
Event: S On Committee agenda-- Banking and Insurance, 02/08/22, 3:00 pm, 37 Senate Building Time: 02/03/2022 - 1:50 PM Member: Committee: Banking and Insurance Version: __
Event: S Now in Banking and Insurance Time: 02/01/2022 - 7:35 AM Member: Committee: Banking and Insurance Version: __
Event: S Favorable by Judiciary; YEAS 10 NAYS 0 -SJ 242 Time: 01/31/2022 - 5:25 PM Member: Committee: Judiciary Version: __
Event: S On Committee agenda-- Judiciary, 01/31/22, 3:00 pm, 412 Knott Building Time: 01/26/2022 - 2:14 PM Member: Committee: Judiciary Version: __
Event: S Introduced -SJ 121 Time: 01/18/2022 - 4:22 PM Member: Committee: Version: __
Event: S Referred to Judiciary; Banking and Insurance; Rules -SJ 122 Time: 01/12/2022 - 11:18 AM Member: Committee: Judiciary Version: __
Event: S Filed Time: 12/27/2021 - 4:18 PM Member: Committee: Version: __

Statutes Referenced by this Bill

Statute Other Bill Citations
689.225 CS/CS/HB 1001
736.0105 CS/CS/HB 1001
736.0109 CS/CS/HB 1001
736.0303 CS/CS/HB 1001
736.0409 CS/CS/HB 1001
736.04115 CS/CS/HB 1001
736.0412 CS/CS/HB 1001
736.0813 CS/CS/HB 1001
736.08135 CS/CS/HB 1001
736.08145 CS/CS/HB 1001