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CS/SB 1366: Trusts

GENERAL BILL by Judiciary ; Gruters

Trusts; Authorizing trustees of certain trusts to reimburse persons being treated as the owner of the trust for specified amounts and in a specified manner; prohibiting certain policies, values, and proceeds from being used for such reimbursement; requiring that specified powers be granted to certain persons if the terms of the trust require a trustee to act at the direction or with the consent of such persons or that specified decisions be made directly by such persons, etc.

Effective Date: 7/1/2020
Last Action: 3/10/2020 Senate - Laid on Table, companion bill(s) passed, see CS/HB 1089 (Ch. 2020-70) -SJ 588
Bill Text: Web Page | PDF
Senate Committee References:
  1. Judiciary (JU)
  2. Banking and Insurance (BI)
  3. Rules (RC)

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  • Bill History

    Date Chamber Action
    1/3/2020 Senate • Filed
    1/13/2020 Senate • Referred to Judiciary; Banking and Insurance; Rules -SJ 101
    1/14/2020 Senate • Introduced -SJ 101
    2/6/2020 Senate • On Committee agenda-- Judiciary, 02/11/20, 2:00 pm, 110 Senate Building
    2/11/2020 Senate • CS by Judiciary; YEAS 6 NAYS 0 -SJ 307
    2/13/2020 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    • Now in Banking and Insurance
    • CS by Judiciary read 1st time -SJ 309
    2/14/2020 Senate • On Committee agenda-- Banking and Insurance, 02/19/20, 1:30 pm, 412 Knott Building
    2/19/2020 Senate • Favorable by Banking and Insurance; YEAS 6 NAYS 0 -SJ 325
    • Now in Rules
    2/26/2020 Senate • On Committee agenda-- Rules, 03/02/20, 12:00 pm, 110 Senate Building
    3/2/2020 Senate • Favorable by- Rules; YEAS 16 NAYS 0 -SJ 374
    3/3/2020 Senate • Placed on Calendar, on 2nd reading
    3/4/2020 Senate • Placed on Special Order Calendar, 03/06/20 -SJ 518
    3/6/2020 Senate • Retained on Special Order Calendar -SJ 518
    3/9/2020 Senate • Retained on Special Order Calendar -SJ 550
    3/10/2020 Senate • Read 2nd time -SJ 588
    • Substituted CS/HB 1089 -SJ 588
    • Laid on Table, companion bill(s) passed, see CS/HB 1089 (Ch. 2020-70) -SJ 588

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  • CS/SB 1366, Committee Substitute 1 (Current Bill Version) Posted 2/13/2020 at 4:08 PM

    Bill Text:   Web Page | PDF
    Analyses:   Banking and Insurance (Pre-Meeting) 2/18/2020 (pdf)
    Banking and Insurance (Post-Meeting) 2/19/2020 (pdf)
    Rules (Pre-Meeting) 2/28/2020 (pdf)
    Rules (Post-Meeting) 3/3/2020 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 1089 (er) Trusts Caruso Identical Last Action: 6/22/2020 Chapter No. 2020-70

    Committee Votes (2)

    Date Committee Result
    2/19/2020 1:30 PM Banking and Insurance 6 Yeas - 0 Nays
    3/2/2020 12:00 PM Rules 16 Yeas - 0 Nays

    Citations - Statutes (1)

    Citation Catchline Location in Bill Location In Bill Help
    736.08145 Page 1 (pdf)

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  • SB 1366, Original Filed Version Posted 1/3/2020 at 9:59 AM

    Bill Text:   Web Page | PDF
    Analyses:   Judiciary (Pre-Meeting) 2/10/2020 (pdf)
    Judiciary (Post-Meeting) 2/13/2020 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 1089 (c1) Trusts Caruso Similar Last Action: 6/22/2020 Chapter No. 2020-70

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    409666 - Amendment
    Delete lines 65 - 81 and insert:
    Judiciary
    (Gruters)
    2/10/2020
    1:54 PM
    Replaced by Committee Substitute
    2/13/2020
    Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    2/11/2020 2:00 PM Judiciary 6 Yeas - 0 Nays

    Citations - Statutes (1)

    Citation Catchline Location in Bill Location In Bill Help
    736.08145 Page 1 (pdf)

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