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CS/CS/SB 1304 — Public Records/Trust Proceedings

by Rules Committee; Judiciary Committee; and Senator Gruters

This summary is provided for information only and does not represent the opinion of any Senator, Senate Officer, or Senate Office.

Prepared by: Judiciary Committee (JU)

The bill creates a public records exemption for court records in a trust law case where a family trust company, licensed family trust company, or foreign licensed family trust company is a party. The court records of the case are not available for public inspection, but may be accessed by the settlor, a fiduciary or a beneficiary, and his or her attorney. The court may also allow access to a person who has a specific interest in the trust and who can show that there is a compelling need for access, subject to reasonable limitations on further distribution by the interested person.

If approved by the Governor, these provisions take effect July 1, 2022.

Vote: Senate 35-3; House 92-24