Fabio
101 lines
5.0 KiB
Markdown
101 lines
5.0 KiB
Markdown
---
|
||
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).
|
||
|