Florida statutes section 736.0813
WebChapter 736 FLORIDA TRUST CODE Entire Chapter. SECTION 0813. Duty to inform and account. 736.0813 Duty to inform and account.—. The trustee shall keep the qualified beneficiaries of the trust reasonably informed of the trust and its administration. (1) The … WebJun 6, 2015 · A trustee has a fundamental duty to keep beneficiaries informed of the administration of a trust. 1 However, many estate planning clients are surprised to learn of the disclosure requirements imposed on a trustee by the Florida Trust Code. F.S. §736.0813 provides that a trustee must keep the qualified beneficiaries of a trust …
Florida statutes section 736.0813
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Web2024 Florida Statutes Title XLII - Estates and Trusts Chapter 736 - Florida Trust Code Part VIII - Duties and Powers of Trustee (Ss. 736.0801-736.0817) 736.0813 - Duty to inform … http://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/0736/Sections/0736.0813.html
Web(3) The representation provisions of part III apply with respect to all rights of a qualified beneficiary under this section. (4) As provided in s. 736.0603 (1), the trustee’s duties under this section extend only to the settlor while a trust is revocable. WebSee Florida Statutes 1.01. (b) As to any beneficiary who has waived any accounting required by s. 736.0813, but only as to the periods included in the waiver; (c) As to any beneficiary who has released the successor trustee from the duty to institute any proceeding or file any claim; 1. If a super majority of the eligible beneficiaries have ...
WebThe 2024 Florida Statutes (including 2024 Special Session A and 2024 Special Session B) Title XLII. ESTATES AND TRUSTS. Chapter 736. FLORIDA TRUST CODE. View Entire Chapter. 736.08125 Protection of successor trustees.—. (1) A successor trustee is not personally liable for actions taken by any prior trustee, nor does any successor trustee … WebA trustee of an irrevocable trust shall provide a trust accounting, as set forth in s. 736.08135, to each qualified beneficiary annually and on termination of the trust or on …
Web736.0603(1), the trustee's duties under this section extend only to the settlor while a trust is revocable. (5) This section applies to trust accountings rendered for accounting periods beginning on or after July 1, 2007. Fla. Stat. § 736.0813. Amended by 2024 Fla. Laws, ch. 96,s 8, eff. 7/1/2024.
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