--- type: "Bill" title: "Trusts" description: "Trusts; Revising criteria for application of the rule against perpetuities to trusts created on or after a specified date; specifying that the terms of a trust do not prevail over a trustee’s duty to account to qualified beneficiaries under certain circumstances; clarifying circumstances under which notice, or the sending of a document, to a person under the Florida Trust Code is deemed satisfied; providing that the terms of a trust may permit for accounting to the qualified beneficiaries only under certain circumstances, etc." jurisdiction: "us/states/fl" legislature: "Florida Legislature" session: "2022" identifier: "SB 1368" citation: "Florida SB 1368 (2022)" classification: ["bill"] subjects: ["estates and trusts", "real and personal property"] status: "enacted" chapter_law: "2022-96" primary_sponsors: ["Banking and Insurance", "Gruters"] version_count: 4 action_count: 33 vote_count: 5 first_action: "2021-12-27" last_action: "2022-05-06" source: "openstates" source_identifier: "ocd-bill/358d1b81-0160-45dc-b5d8-be8b8e58436b" source_url: "https://flsenate.gov/Session/Bill/2022/1368/ByCategory" source_hash: "74a533058d2b8cc6c94f8b4d628f910715b0a78d8f110cca9f6b338e44beaeac" vintage: "2026-07-01" source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump" retrieved_at: "2026-07-06" confidence: "reported" tags: ["legislation", "bill", "us-fl"] --- # Florida SB 1368 (2022) — Trusts Trusts; Revising criteria for application of the rule against perpetuities to trusts created on or after a specified date; specifying that the terms of a trust do not prevail over a trustee’s duty to account to qualified beneficiaries under certain circumstances; clarifying circumstances under which notice, or the sending of a document, to a person under the Florida Trust Code is deemed satisfied; providing that the terms of a trust may permit for accounting to the qualified beneficiaries only under certain circumstances, etc. **Enacted** — Laws of Florida, Chapter 2022-96. ## Version chain The bill's text revisions, in order — the diff chain from filing to enrollment. 1. **S 1368 Filed** (filed) — [source](https://flsenate.gov/Session/Bill/2022/1368/BillText/Filed/HTML) 2. **S 1368 c1** (committee substitute) — [source](https://flsenate.gov/Session/Bill/2022/1368/BillText/c1/HTML) 3. **S 1368 e1** (engrossed) — [source](https://flsenate.gov/Session/Bill/2022/1368/BillText/e1/HTML) 4. **S 1368 er** (enrolled) — [source](https://flsenate.gov/Session/Bill/2022/1368/BillText/er/HTML) ## Votes - Favorable — **10–0** (pass) · upper - Favorable with Committee Substitute — **11–0** (pass) · upper - Favorable — **17–0** (pass) · upper - Third Reading — **39–0** (pass) · upper - Passage, Third Reading — **99–19** (pass) · lower ## Sponsors - Banking and Insurance — primary (person) - Gruters — primary (person) ## Timeline The legislative action history — every referral, reading, and vote. - **2021-12-27** Filed `filing` - **2022-01-12** Referred to Judiciary; Banking and Insurance; Rules `referral-committee` - **2022-01-18** Introduced `introduction` - **2022-01-26** On Committee agenda-- Judiciary, 01/31/22, 3:00 pm, 412 Knott Building - **2022-01-31** Favorable by Judiciary; YEAS 10 NAYS 0 `committee-passage-favorable` - **2022-02-01** Now in Banking and Insurance - **2022-02-03** On Committee agenda-- Banking and Insurance, 02/08/22, 3:00 pm, 37 Senate Building - **2022-02-08** CS by Banking and Insurance; YEAS 11 NAYS 0 - **2022-02-10** Pending reference review under Rule 4.7(2) - (Committee Substitute) - **2022-02-10** CS by Banking and Insurance read 1st time - **2022-02-11** Now in Rules - **2022-02-11** On Committee agenda-- Rules, 02/15/22, 10:00 am, 412 Knott Building - **2022-02-15** Favorable by- Rules; YEAS 17 NAYS 0 `committee-passage-favorable` - **2022-02-16** Placed on Calendar, on 2nd reading - **2022-02-17** Placed on Special Order Calendar, 02/23/22 - **2022-02-23** Read 2nd time `reading-2` - **2022-02-23** Amendment(s) adopted (364794) - **2022-02-23** Read 3rd time `reading-3` - **2022-02-23** CS passed as amended; YEAS 39 NAYS 0 `passage` - **2022-02-23** Immediately certified - **2022-02-23** In Messages - **2022-03-07** Bill referred to House Calendar - **2022-03-07** Bill added to Special Order Calendar (3/8/2022) - **2022-03-07** 1st Reading (Engrossed 1) - **2022-03-08** Read 2nd time `reading-2` - **2022-03-08** Placed on 3rd reading - **2022-03-08** Added to Third Reading Calendar - **2022-03-09** Read 3rd time `reading-3` - **2022-03-09** CS passed; YEAS 99, NAYS 19 `passage` - **2022-03-09** Ordered enrolled - **2022-05-03** Signed by Officers and presented to Governor - **2022-05-06** Approved by Governor `executive-signature` - **2022-05-06** Chapter No. 2022-96 ## Source OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/358d1b81-0160-45dc-b5d8-be8b8e58436b`. Confidence: reported (aggregated from official Florida legislature records).