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Glossary of Legislative Terms

CS/CS/CS/SB 540: Estates

GENERAL BILL by Rules ; Banking and Insurance ; Judiciary ; Hukill

Estates; Providing that the validity and the effect of a specified disposition of real property be determined by Florida law; revising the right to elective share for a surviving spouse; authorizing a trustee to pay attorney fees and costs from the assets of the trust without specified approval or court authorization in certain circumstances; providing that specified qualified beneficiaries may be entitled to an order compelling the refund of a specified payment to the trust, etc.

Effective Date: 7/1/2016
Last Action: 4/6/2016 - Chapter No. 2016-189
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
    10/15/2015 Senate • Filed
    10/21/2015 Senate • Referred to Judiciary; Banking and Insurance; Rules -SJ 39
    11/9/2015 Senate • On Committee agenda-- Judiciary, 11/17/15, 3:30 pm, 110 Senate Office Building
    11/17/2015 Senate • CS by Judiciary; YEAS 9 NAYS 0 -SJ 127
    11/18/2015 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    11/19/2015 Senate • Now in Banking and Insurance -SJ 127
    11/23/2015 Senate • On Committee agenda-- Banking and Insurance, 12/01/15, 1:00 pm, 110 Senate Office Building
    12/1/2015 Senate • CS/CS by Banking and Insurance; YEAS 11 NAYS 0 -SJ 128
    12/2/2015 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    12/3/2015 Senate • Now in Rules -SJ 128
    1/11/2016 Senate • On Committee agenda-- Rules, 01/14/16, 10:00 am, 110 Senate Office Building
    1/12/2016 Senate • Introduced -SJ 39
    • CS by Judiciary read 1st time -SJ 115
    • CS/CS by Banking and Insurance read 1st time -SJ 115
    1/14/2016 Senate • CS/CS/CS by- Rules; YEAS 11 NAYS 0 -SJ 222
    1/15/2016 Senate • Pending reference review -under Rule 4.7(2) - (Committee Substitute)
    • Placed on Calendar, on 2nd reading -SJ 222
    1/20/2016 Senate • CS/CS/CS by Rules read 1st time -SJ 227
    2/11/2016 Senate • Placed on Special Order Calendar, 02/18/16
    2/18/2016 Senate • Read 2nd time -SJ 423
    • Placed on 3rd reading
    2/23/2016 Senate • Read 3rd time -SJ 447
    • CS passed; YEAS 38 NAYS 0 -SJ 447
    2/24/2016 House • In Messages
    3/1/2016 House • Referred to Calendar -HJ 634
    • Placed on Special Order Calendar, 03/03/16
    • Received -HJ 634
    3/3/2016 House • Substituted for CS/CS/HB 393 -HJ 723
    • Read 2nd time -HJ 723
    • Amendment(s) adopted (065027) -HJ 723
    • Placed on 3rd reading
    3/4/2016 House • Read 3rd time -HJ 738
    • CS passed as amended; YEAS 114 NAYS 1 -HJ 738
    3/4/2016 Senate • In returning messages
    3/10/2016 Senate • Concurred in 1 amendment(s) (065027) -SJ 955
    • CS passed as amended; YEAS 38 NAYS 0 -SJ 955
    • Ordered engrossed, then enrolled -SJ 955
    3/22/2016 • Signed by Officers and presented to Governor
    4/6/2016 • Approved by Governor
    • Chapter No. 2016-189

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  • CS/CS/CS/SB 540, Enrolled (Current Bill Version) Posted 3/10/2016 at 3:31 PM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 393 (c2) Estates Berman Similar Last Action: 3/3/2016 H Laid on Table, companion bill(s) passed, see CS/CS/CS/SB 540 (Ch. 2016-189) -HJ 723
    Location: Laid on Table     		Track This Bill

    Citations - Statutes (6)

    Citation Catchline Location in Bill Location In Bill Help
    731.1055 Page 2 (pdf)
    731.106 Assets of nondomiciliaries. Page 2 (pdf)
    732.201 Right to elective share. Page 3 (pdf)
    736.0802 Duty of loyalty. Page 3 (pdf)
    736.0816 Specific powers of trustee. Page 9 (pdf)
    736.1007 Trustee’s attorney’s fees. Page 9 (pdf)

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  • CS/CS/CS/SB 540, Engrossed 1 Posted 3/10/2016 at 3:11 PM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 393 (c2) Estates Berman Similar Last Action: 3/3/2016 H Laid on Table, companion bill(s) passed, see CS/CS/CS/SB 540 (Ch. 2016-189) -HJ 723
    Location: Laid on Table     		Track This Bill

    Citations - Statutes (6)

    Citation Catchline Location in Bill Location In Bill Help
    731.1055 Page 2 (pdf)
    731.106 Assets of nondomiciliaries. Page 2 (pdf)
    732.201 Right to elective share.
    736.0802 Duty of loyalty. Page 3 (pdf)
    736.0816 Specific powers of trustee. Page 8 (pdf)
    736.1007 Trustee’s attorney’s fees. Page 9 (pdf)

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  • CS/CS/CS/SB 540, Committee Substitute 3 Posted 1/15/2016 at 4:24 PM

    Bill Text:   Web Page | PDF
    Analyses:   Rules (Post-Meeting) 1/15/2016 (pdf)
    House Message Summary (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 393 (c2) Estates Berman Similar Last Action: 3/3/2016 H Laid on Table, companion bill(s) passed, see CS/CS/CS/SB 540 (Ch. 2016-189) -HJ 723
    Location: Laid on Table     		Track This Bill

    Floor Amendments (1)

    Amendment Sponsor Filed Last Floor Action Format
    065027 - Amendment
    Between lines 66 and 67, insert:     		Passidomo 3/1/2016
    4:22 PM     		Senate: Concurred
    3/10/2016     		PDF

    Floor Votes (3)

    Date Chamber Result
    2/23/2016 10:24 AM Senate 38 Yeas - 0 Nays
    3/4/2016 11:16 AM House 114 Yeas - 1 Nays
    3/10/2016 1:53 PM Senate 38 Yeas - 0 Nays

    Citations - Statutes (5)

    Citation Catchline Location in Bill Location In Bill Help
    731.1055 Page 2 (pdf)
    731.106 Assets of nondomiciliaries. Page 2 (pdf)
    736.0802 Duty of loyalty. Page 3 (pdf)
    736.0816 Specific powers of trustee. Page 8 (pdf)
    736.1007 Trustee’s attorney’s fees. Page 9 (pdf)

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  • CS/CS/SB 540, Committee Substitute 2 Posted 12/2/2015 at 11:18 AM

    Bill Text:   Web Page | PDF
    Analyses:   Rules (Pre-Meeting) 1/13/2016 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 393 (c2) Estates Berman Similar Last Action: 3/3/2016 H Laid on Table, companion bill(s) passed, see CS/CS/CS/SB 540 (Ch. 2016-189) -HJ 723
    Location: Laid on Table     		Track This Bill

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    736432 - Amendment
    Delete lines 70 - 108.     		Rules
    (Gibson)     		1/12/2016
    3:00 PM     		Replaced by Committee Substitute
    1/14/2016     		Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    1/14/2016 10:00 AM Rules 11 Yeas - 0 Nays

    Citations - Statutes (7)

    Citation Catchline Location in Bill Location In Bill Help
    731.1055 Page 2 (pdf)
    731.106 Assets of nondomiciliaries. Page 2 (pdf)
    736.0105 Default and mandatory rules. Page 3 (pdf)
    736.0412 Nonjudicial modification of irrevocable trust. Page 3 (pdf)
    736.0802 Duty of loyalty. Page 4 (pdf)
    736.0816 Specific powers of trustee. Page 10 (pdf)
    736.1007 Trustee’s attorney’s fees. Page 10 (pdf)

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  • CS/SB 540, Committee Substitute 1 Posted 11/18/2015 at 2:41 PM

    Bill Text:   Web Page | PDF
    Analyses:   Banking and Insurance (Pre-Meeting) 11/30/2015 (pdf)
    Banking and Insurance (Post-Meeting) 12/2/2015 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 393 (c1) Estates Berman Similar Last Action: 3/3/2016 H Laid on Table, companion bill(s) passed, see CS/CS/CS/SB 540 (Ch. 2016-189) -HJ 723
    Location: Laid on Table     		Track This Bill

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    698194 - Amendment
    Delete line 119 and insert:     		Banking and Insurance
    (Hukill)     		11/30/2015
    12:39 PM     		Replaced by Committee Substitute
    12/1/2015     		Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    12/1/2015 1:00 PM Banking and Insurance 11 Yeas - 0 Nays

    Citations - Statutes (7)

    Citation Catchline Location in Bill Location In Bill Help
    731.1055 Page 2 (pdf)
    731.106 Assets of nondomiciliaries. Page 2 (pdf)
    736.0105 Default and mandatory rules. Page 3 (pdf)
    736.0412 Nonjudicial modification of irrevocable trust. Page 3 (pdf)
    736.0802 Duty of loyalty. Page 4 (pdf)
    736.0816 Specific powers of trustee. Page 10 (pdf)
    736.1007 Trustee’s attorney’s fees. Page 10 (pdf)

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  • SB 540, Original Filed Version Posted 10/15/2015 at 12:08 PM

    Bill Text:   Web Page | PDF
    Analyses:   Judiciary (Pre-Meeting) 11/16/2015 (pdf)
    Judiciary (Post-Meeting) 11/18/2015 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 393 Estates Berman Identical Last Action: 3/3/2016 H Laid on Table, companion bill(s) passed, see CS/CS/CS/SB 540 (Ch. 2016-189) -HJ 723
    Location: Laid on Table     		Track This Bill

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    454764 - Amendment
    Delete lines 47 - 96 and insert:     		Judiciary
    (Bean)     		11/16/2015
    2:23 PM     		Replaced by Committee Substitute
    11/17/2015     		Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    11/17/2015 3:30 PM Judiciary 9 Yeas - 0 Nays

    Citations - Statutes (6)

    Citation Catchline Location in Bill Location In Bill Help
    731.106 Assets of nondomiciliaries. Page 2 (pdf)
    736.0105 Default and mandatory rules. Page 3 (pdf)
    736.0412 Nonjudicial modification of irrevocable trust. Page 3 (pdf)
    736.0802 Duty of loyalty. Page 4 (pdf)
    736.0816 Specific powers of trustee. Page 9 (pdf)
    736.1007 Trustee’s attorney’s fees. Page 10 (pdf)

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