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The Florida Senate

CS/SB 1502: Estates and Trusts

GENERAL BILL by Banking and Insurance ; Powell

Estates and Trusts; Providing that the requirement for a claimant to file an independent action is satisfied if specified actions are taken; specifying that claimants, not creditors, are given certain priority of claims; revising the types of trusts deemed to have been contributed by a settlor’s spouse and not the settlor; providing that a trustee may resign by specified procedure and with notice to certain parties, etc.

Effective Date: 7/1/2022
Last Action: 5/11/2022 - Chapter No. 2022-101
Bill Text: Web Page | PDF
Senate Committee References:
  1. Banking and Insurance (BI)
  2. Judiciary (JU)
  3. Rules (RC)



Bill History

Date Chamber Action
1/5/2022 Senate • Filed
1/12/2022 Senate • Referred to Banking and Insurance; Judiciary; Rules -SJ 131
1/18/2022 Senate • Introduced -SJ 131
1/20/2022 Senate • On Committee agenda-- Banking and Insurance, 01/25/22, 3:30 pm, 412 Knott Building
1/25/2022 Senate • CS by Banking and Insurance; YEAS 10 NAYS 0 -SJ 243
1/27/2022 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
1/28/2022 Senate • Now in Judiciary
2/2/2022 Senate • On Committee agenda-- Judiciary, 02/07/22, 2:30 pm, 412 Knott Building
• CS by Banking and Insurance read 1st time -SJ 248
2/7/2022 Senate • Favorable by Judiciary; YEAS 10 NAYS 0 -SJ 343
2/8/2022 Senate • Now in Rules
2/10/2022 Senate • On Committee agenda-- Rules, 02/15/22, 10:00 am, 412 Knott Building
2/15/2022 Senate • Favorable by- Rules; YEAS 17 NAYS 0 -SJ 370
2/16/2022 Senate • Placed on Calendar, on 2nd reading
2/17/2022 Senate • Placed on Special Order Calendar, 02/23/22 -SJ 451
2/23/2022 Senate • Read 2nd time -SJ 442
• Read 3rd time -SJ 442
• CS passed; YEAS 39 NAYS 0 -SJ 442
• Immediately certified -SJ 451
2/23/2022 House • In Messages
3/1/2022 House • Bill referred to House Calendar
• Bill added to Special Order Calendar (3/4/2022)
• 1st Reading (Committee Substitute 1)
3/4/2022 House • Substituted for CS/HB 625
• Read 2nd time
• Placed on 3rd reading
• Added to Third Reading Calendar
3/7/2022 House • Read 3rd time
• CS passed; YEAS 113, NAYS 0
3/7/2022 Senate • Ordered enrolled -SJ 720
5/5/2022 • Signed by Officers and presented to Governor
5/10/2022 • Approved by Governor
5/11/2022 • Chapter No. 2022-101