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CS/HB 1089: Trusts

GENERAL BILL by Civil Justice Subcommittee ; Caruso

Trusts; Authorizes trustees of certain trusts to reimburse persons being treated as owner of trust for specified amounts & specified manner; prohibits certain policies, values, & proceeds from being used for such reimbursement; requires specified powers be granted to certain persons if terms of trust require trustee to act at direction or with consent of such persons or that specified decisions be made directly by such persons.

Effective Date: 7/1/2020
Last Action: 6/22/2020 - Chapter No. 2020-70
Bill Text: PDF

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  • Bill History

    Date Chamber Action
    1/6/2020 House • Filed
    1/13/2020 House • Referred to Civil Justice Subcommittee; Ways and Means Committee; Judiciary Committee -HJ 95
    1/14/2020 House • Introduced -HJ 95
    1/31/2020 House • On Committee agenda-- Civil Justice Subcommittee, 02/04/20, 3:30 pm, Sumner Hall
    2/4/2020 House • CS by Civil Justice Subcommittee; YEAS 13 NAYS 0 -HJ 527
    2/6/2020 House • Pending review of CS under Rule 7.18(c)
    2/7/2020 House • Now in Ways and Means Committee -HJ 525
    • On Committee agenda-- Ways and Means Committee, 02/11/20, 9:30 am, Morris Hall
    • CS by Civil Justice Subcommittee read 1st time -HJ 523
    2/11/2020 House • Favorable by Ways and Means Committee; YEAS 17 NAYS 0 -HJ 534
    • Now in Judiciary Committee -HJ 534
    2/14/2020 House • On Committee agenda-- Judiciary Committee, 02/18/20, 3:00 pm, Sumner Hall
    2/18/2020 House • Favorable by- Judiciary Committee; YEAS 15 NAYS 0 -HJ 607
    2/19/2020 House • Placed on Calendar -HJ 607
    3/3/2020 House • Placed on Special Order Calendar, 03/06/20
    3/6/2020 House • Read 2nd time -HJ 907
    • Placed on 3rd reading
    3/9/2020 House • Read 3rd time -HJ 982
    • CS passed; YEAS 118 NAYS 0 -HJ 983
    3/9/2020 Senate • In Messages
    • Referred to Judiciary; Banking and Insurance; Rules -SJ 559
    • Received -SJ 559
    3/10/2020 Senate • Withdrawn from Judiciary; Banking and Insurance; Rules -SJ 588
    • Placed on Calendar, on 2nd reading
    • Substituted for CS/SB 1366 -SJ 588
    • Read 2nd time -SJ 588
    • Placed on 3rd reading
    3/11/2020 Senate • Read 3rd time -SJ 675
    • CS passed; YEAS 39 NAYS 0 -SJ 675
    3/11/2020 House • Ordered enrolled -HJ 1129
    6/11/2020 • Signed by Officers and presented to Governor
    6/20/2020 • Approved by Governor
    6/22/2020 • Chapter No. 2020-70

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  • CS/HB 1089, Enrolled (Current Bill Version) Posted 3/11/2020 at 6:23 PM

    Bill Text:   PDF
    Analyses:   None

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 1366 (c1) Trusts Gruters Identical Last Action: 3/10/2020 S Laid on Table, companion bill(s) passed, see CS/HB 1089 (Ch. 2020-70) -SJ 588

    Citations - Statutes (1)

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

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  • CS/HB 1089, Committee Substitute 1 Posted 2/6/2020 at 4:03 PM

    Bill Text:   PDF
    Analyses:   Ways and Means Committee (Post-Meeting) 2/11/2020 (pdf)
    Judiciary Committee (Post-Meeting) 2/19/2020 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 1366 (c1) Trusts Gruters Identical Last Action: 3/10/2020 S Laid on Table, companion bill(s) passed, see CS/HB 1089 (Ch. 2020-70) -SJ 588

    Floor Votes (2)

    Date Chamber Result
    3/9/2020 6:09 PM House 118 Yeas - 0 Nays
    3/11/2020 4:20 PM Senate 39 Yeas - 0 Nays

    Citations - Statutes (1)

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

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  • HB 1089, Original Filed Version Posted 1/6/2020 at 9:05 AM

    Bill Text:   PDF
    Analyses:   Civil Justice Subcommittee (Post-Meeting) 6/22/2020 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 1366 Trusts Gruters Identical Last Action: 3/10/2020 S Laid on Table, companion bill(s) passed, see CS/HB 1089 (Ch. 2020-70) -SJ 588

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    462197 - Amendment
    Remove lines 65-81 and insert:
    Caruso 2/3/2020
    7:56 PM
    Adopted without Objection
    2/4/2020
    PDF

    Citations - Statutes (1)

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

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