Fabio
99 lines
4.8 KiB
Markdown
99 lines
4.8 KiB
Markdown
---
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type: "Bill"
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title: "Trusts"
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description: "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."
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jurisdiction: "us/states/fl"
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legislature: "Florida Legislature"
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session: "2020"
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identifier: "HB 1089"
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citation: "Florida HB 1089 (2020)"
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classification: ["bill"]
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subjects: ["estates and trusts"]
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status: "enacted"
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chapter_law: "2020-70"
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primary_sponsors: ["Caruso"]
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version_count: 3
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action_count: 33
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vote_count: 5
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first_action: "2020-01-06"
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last_action: "2020-06-22"
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source: "openstates"
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source_identifier: "ocd-bill/e3a838d1-3340-4dce-a677-e6db0680aef0"
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source_url: "http://flsenate.gov/Session/Bill/2020/1089/ByCategory"
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source_hash: "4e7545735967efba350e86812f6e7d8a1e275ee2db86a0b0435f66f6dd7dba64"
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vintage: "2026-07-01"
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source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
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retrieved_at: "2026-07-06"
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confidence: "reported"
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tags: ["legislation", "bill", "us-fl"]
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---
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# Florida HB 1089 (2020) — Trusts
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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.
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**Enacted** — Laws of Florida, Chapter 2020-70.
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## Version chain
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The bill's text revisions, in order — the diff chain from filing to enrollment.
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1. **H 1089 Filed** (filed) — [source](http://flsenate.gov/Session/Bill/2020/1089/BillText/Filed/PDF)
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2. **H 1089 c1** (committee substitute) — [source](http://flsenate.gov/Session/Bill/2020/1089/BillText/c1/PDF)
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3. **H 1089 er** (enrolled) — [source](http://flsenate.gov/Session/Bill/2020/1089/BillText/er/PDF)
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## Votes
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- Favorable (Judiciary Committee) — **15–0** (pass) · lower
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- Third Reading — **39–0** (pass) · upper
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- Favorable (Ways & Means Committee) — **17–0** (pass) · lower
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- Passage, Third Reading — **118–0** (pass) · lower
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- Favorable With Committee Substitute (Civil Justice Subcommittee) — **13–0** (pass) · lower
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## Sponsors
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- Caruso — primary (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2020-01-06** Filed `filing`
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- **2020-01-13** Referred to Civil Justice Subcommittee; Ways and Means Committee; Judiciary Committee `referral-committee`
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- **2020-01-14** Introduced `introduction`
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- **2020-01-31** On Committee agenda-- Civil Justice Subcommittee, 02/04/20, 3:30 pm, Sumner Hall
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- **2020-02-04** CS by Civil Justice Subcommittee; YEAS 13 NAYS 0
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- **2020-02-06** Pending review of CS under Rule 7.18(c)
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- **2020-02-07** Now in Ways and Means Committee
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- **2020-02-07** On Committee agenda-- Ways and Means Committee, 02/11/20, 9:30 am, Morris Hall
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- **2020-02-07** CS by Civil Justice Subcommittee read 1st time
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- **2020-02-11** Favorable by Ways and Means Committee; YEAS 17 NAYS 0 `committee-passage-favorable`
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- **2020-02-11** Now in Judiciary Committee
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- **2020-02-14** On Committee agenda-- Judiciary Committee, 02/18/20, 3:00 pm, Sumner Hall
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- **2020-02-18** Favorable by- Judiciary Committee; YEAS 15 NAYS 0 `committee-passage-favorable`
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- **2020-02-19** Placed on Calendar
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- **2020-03-03** Placed on Special Order Calendar, 03/06/20
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- **2020-03-06** Read 2nd time `reading-2`
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- **2020-03-06** Placed on 3rd reading
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- **2020-03-09** Read 3rd time `reading-3`
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- **2020-03-09** CS passed; YEAS 118 NAYS 0 `passage`
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- **2020-03-09** In Messages
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- **2020-03-09** Referred to Judiciary; Banking and Insurance; Rules `referral-committee`
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- **2020-03-09** Received
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- **2020-03-10** Withdrawn from Judiciary; Banking and Insurance; Rules `withdrawal`
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- **2020-03-10** Placed on Calendar, on 2nd reading
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- **2020-03-10** Substituted for CS/SB 1366
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- **2020-03-10** Read 2nd time `reading-2`
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- **2020-03-10** Placed on 3rd reading
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- **2020-03-11** Read 3rd time `reading-3`
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- **2020-03-11** CS passed; YEAS 39 NAYS 0 `passage`
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- **2020-03-11** Ordered enrolled
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- **2020-06-11** Signed by Officers and presented to Governor
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- **2020-06-20** Approved by Governor `executive-signature`
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- **2020-06-22** Chapter No. 2020-70
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## Source
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OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/e3a838d1-3340-4dce-a677-e6db0680aef0`. Confidence: reported (aggregated from official Florida legislature records).
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