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The Florida Senate

CS/SB 648: Estates

GENERAL BILL by Banking and Insurance ; Joyner

Estates; Creates a fiduciary lawyer-client privilege. Provides that the lawyer-client privilege applies to the communications between a lawyer and a client that is a fiduciary. Revises provisions relating to the intestate share of a surviving spouse. Provides a right to reform the terms of a will to correct mistakes. Provides a right to modify the terms of a will to achieve tax objectives. Clarifies that a revocation of a will is subject to challenge on the grounds of fraud, duress, mistake, or undue influence, etc.

Effective Date: upon becoming a law, except as otherwise provided
Last Action: 4/29/2011 Senate - Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595
Bill Text: Web Page | PDF
Senate Committee References:
  1. Judiciary (JU)
  2. Banking and Insurance (BI)
  3. Rules (RC)



Bill History

Date Chamber Action
1/27/2011 Senate • Filed
2/9/2011 Senate • Referred to Judiciary; Banking and Insurance; Rules -SJ 53
3/4/2011 Senate • On Committee agenda-- Judiciary, 03/09/11, 3:15 pm, 110 Senate Office Building
3/8/2011 Senate • Introduced -SJ 53
3/9/2011 Senate • Favorable by Judiciary; YEAS 7 NAYS 0 -SJ 185
3/10/2011 Senate • Now in Banking and Insurance -SJ 185
3/17/2011 Senate • On Committee agenda-- Banking and Insurance, 03/22/11, 1:15 pm, 412 Knott Building
3/22/2011 Senate • CS by Banking and Insurance; YEAS 10 NAYS 0 -SJ 286
3/24/2011 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
• Now in Rules -SJ 286
• CS by Banking and Insurance read 1st time -SJ 289
4/21/2011 Senate • On Committee agenda-- Rules, 04/26/11, 1:00 pm, 110 Senate Office Building
4/26/2011 Senate • Favorable by- Rules; YEAS 12 NAYS 0 -SJ 541
4/27/2011 Senate • Placed on Calendar, on 2nd reading -SJ 541
• Placed on Special Order Calendar, 04/29/11
4/29/2011 Senate • Read 2nd time -SJ 595
• Substituted CS/HB 325 -SJ 595
• Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595