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Life insurance policies; disposition of proceeds
§ 222.13 ↗Proceeds of a life insurance policy payable to a named beneficiary are generally exempt from the claims of the insured's creditors, subject to statutory conditions.
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Exemption of cash surrender value of life insurance and annuity proceeds
§ 222.14 ↗The cash surrender value of life insurance policies and the proceeds of annuity contracts are generally exempt from creditors of the insured/annuitant, subject to statutory conditions.
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Exemption of pension money and certain retirement funds
§ 222.21 ↗Money in qualified pension and retirement plans is generally exempt from creditors' claims, subject to statutory conditions.
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No exemption for fraudulent transfers
§ 222.29 ↗Generally, an exemption under this chapter is not effective if it results from a fraudulent transfer or conveyance as provided in chapter 726; this can include transfers made with actual intent to hinder, delay, or defraud a creditor as well as certain transfers made without receiving reasonably equivalent value, subject to statutory conditions.
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Fraudulent asset conversions
§ 222.30 ↗Addresses converting non-exempt assets into exempt assets with intent to hinder, delay, or defraud a creditor, and the remedies available.
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Transfers fraudulent as to present and future creditors
§ 726.105 ↗Under Florida's Uniform Fraudulent Transfer Act, a transfer may be fraudulent as to a creditor if made with actual intent to hinder, delay, or defraud, or in certain circumstances without receiving reasonably equivalent value.
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Transfers fraudulent as to present creditors
§ 726.106 ↗Addresses transfers that may be fraudulent as to a creditor whose claim arose before the transfer, including certain transfers for less than reasonably equivalent value while insolvent.
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Devise of homestead
§ 732.4015 ↗Restricts devise of homestead if the owner is survived by a spouse or minor child, with trust-specific rules.
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Trustee's power to invade principal in trust (decanting)
§ 736.04117 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Rights of a beneficiary's creditor or assignee
§ 736.0501 ↗Addresses the extent to which a beneficiary's creditor or assignee may reach the beneficiary's interest in a trust, subject to spendthrift and discretionary-trust rules.
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Spendthrift provision
§ 736.0502 ↗A spendthrift provision is valid only if it restrains BOTH voluntary and involuntary transfer of a beneficiary's interest. A one-sided restraint may not be effective.
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Exceptions to spendthrift provision
§ 736.0503 ↗Identifies claims that may reach a beneficiary's interest despite a spendthrift provision (for example, certain support or governmental claims) — exceptions an attorney must evaluate.
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Discretionary trusts; effect of standard
§ 736.0504 ↗Addresses a creditor's ability to reach distributions from a discretionary trust, including where distributions are subject to a standard, and protections for the trustee's discretion.
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Creditors' claims against settlor
§ 736.0505 ↗Property of a revocable trust is generally subject to the claims of the settlor's creditors during the settlor's lifetime, to the extent the property is not otherwise exempt. This is why a revocable trust is not, by itself, asset protection for the settlor.
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Overdue distribution
§ 736.0506 ↗Addresses when a mandatory or overdue distribution a beneficiary is entitled to receive may be reached by the beneficiary's creditor.
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Personal obligations of trustee
§ 736.0507 ↗Trust property is not subject to the trustee's personal obligations, even if the trustee becomes insolvent or bankrupt — reinforcing that trust property must be kept separate.
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Duties owed to settlor while trust is revocable
§ 736.0603 ↗While a trust is revocable, the trustee's duties are generally owed exclusively to the settlor. Important for pre-death successor-trustee readiness.
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Limitations on action contesting validity of revocable trust
§ 736.0604 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty to administer trust in good faith
§ 736.0801 ↗On acceptance, a trustee must administer the trust in good faith, according to its terms and purposes, the interests of beneficiaries, and the Florida Trust Code.
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Duty of loyalty
§ 736.0802 ↗The trustee must administer the trust solely in the interests of the beneficiaries; certain conflicted transactions are voidable.
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Duty of impartiality
§ 736.0803 ↗If a trust has two or more beneficiaries, the trustee must act impartially, giving due regard to their respective interests — not mechanical equality.
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Prudent administration
§ 736.0804 ↗The trustee must administer the trust as a prudent person would, considering its purposes, terms, distribution requirements, and circumstances.
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Costs of administration
§ 736.0805 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Trustee's skills
§ 736.0806 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Delegation by trustee
§ 736.0807 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Control and protection of trust property
§ 736.0809 ↗The trustee must take reasonable steps to take control of and protect trust property.
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Recordkeeping and segregation of trust property
§ 736.0810 ↗The trustee must keep clear records and keep trust property separate from personal property (no commingling).
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Enforcement and defense of claims
§ 736.0811 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Collecting trust property
§ 736.0812 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty to inform and account
§ 736.0813 ↗The trustee must keep qualified beneficiaries reasonably informed, including 60-day notice duties after acceptance and after a formerly revocable trust becomes irrevocable due to the settlor's death, plus trust-copy and accounting rights.
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Trust accountings
§ 736.08135 ↗A trust accounting must be a reasonably understandable report identifying the trust, trustee, and period; cash and property transactions; assets and liabilities; and income/principal allocation.
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Discretionary powers; trustee-beneficiary limits
§ 736.0814 ↗Discretionary powers must be exercised in good faith per the trust's terms and beneficiary interests; a beneficiary-trustee generally cannot make discretionary distributions to themselves except within a health, education, maintenance, and support (HEMS) standard.
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General powers of trustee
§ 736.0815 ↗A trustee may exercise powers granted by the trust and those appropriate to manage trust property — always subject to fiduciary duties.
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Specific powers of trustee
§ 736.0816 ↗Lists specific powers: collect/sell property, deposit funds, borrow, operate a business, manage real estate, lease, insure, pay claims and taxes, hire professionals, make distributions, and wind up the trust.
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Remedies for breach of trust
§ 736.1001 ↗Sets out the remedies available for a breach of trust.
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Limitations on proceedings against trustees
§ 736.1008 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Power of trust director
§ 736.1406 ↗Li tèks lalwa a (mo pou mo)
Limitations on trust director
§ 736.1407 ↗Li tèks lalwa a (mo pou mo)
Duty and liability of directed trustee
§ 736.1409 ↗Li tèks lalwa a (mo pou mo)
No duty to monitor, inform, or advise
§ 736.1411 ↗Li tèks lalwa a (mo pou mo)
Dat limit administratè Florida: sa lwa yo prevwa
Verifye ak Florida Statutes yo nan dat 2026-09-15. Enfòmasyon jeneral, pa konsèy legal; tèks ofisyèl la ki kòmande.
| Kilè | Delè | Sa lwa a prevwa | Bay kiyès | Lwa |
|---|---|---|---|---|
| You are named successor trustee | No fixed clock. Acting as trustee can itself be an acceptance, and a person who does not accept within a reasonable time is treated as having declined. | Decide whether to accept the trusteeship — by the method the trust names, or by taking delivery of trust property or doing a trustee's work. | — | §736.0701 ↗ |
| You accept | At once; the statute gives no day-count. | Take reasonable steps to take control of and protect the trust property — accounts, real estate, records, insurance. | — | §736.0809 ↗ |
| You accept | Within a reasonable time after acceptance. | Review the trust's investment assets and decide what to keep and what to sell under Florida's prudent investor rule. | — | §518.11(1) ↗ |
| You accept | Within 60 days after acceptance. | Give notice of the acceptance, your full name and address, and that the fiduciary lawyer-client privilege of §90.5021 applies to you and any attorney you employ. | Each qualified beneficiary | §736.0813(1)(a) ↗ |
| You learn the trust has become irrevocable (usually the settlor's death) | Within 60 days after acquiring that knowledge. | Give notice of the trust's existence, the settlor's identity, the right to request a copy of the trust instrument, the right to accountings, and the §90.5021 privilege. | Each qualified beneficiary | §736.0813(1)(b) ↗ |
| The settlor dies | Upon the death; the statute names no day-count. | File a notice of trust stating the settlor's name and date of death, the trust's title and date, and your name and address. | The court of the county where the settlor lived (and the court handling the estate, if one is open) | §736.05055 ↗ |
| The trust becomes irrevocable | Before the trust receives income or files under its own number. | Obtain the trust's employer identification number; a revocable trust used the settlor's Social Security number, and that stops at death. | — | IRS Form SS-4 ↗Federal |
| A qualified beneficiary asks | Upon reasonable request. | Provide a complete copy of the trust instrument, and relevant information about the trust's assets, liabilities and administration. | The qualified beneficiary who asked | §736.0813(1)(c), (e) ↗ |
| The settlor dies | Claims against the decedent are barred two years after death. A probate notice to creditors shortens the window to three months after first publication (30 days after service for a creditor who must be served). | Keep a reasonable reserve until the creditor window has closed; distributing everything early is how a trustee ends up paying a claim personally. | — | §733.710, §733.702 ↗ |
| The probate estate cannot pay its expenses and claims | When the personal representative certifies the amount in writing. | Pay the personal representative the amounts certified as required for the expenses of administration and the obligations of the settlor's estate. | The personal representative | §736.05053 ↗ |
| Each year the trust is irrevocable; the trust terminates; the trustee changes | At least annually, and on termination and on a change of trustee. | Give a trust accounting that shows what came in, what went out, what remains, and the compensation paid to the trustee and its agents, from the last accounting forward. | Each qualified beneficiary | §736.0813(1)(d), §736.08135 ↗ |
| You send an accounting or other trust disclosure document | A claim on a matter the document adequately discloses is barred six months after receipt when a limitation notice accompanies it; without one, the chapter 95 period runs from the disclosure. | Include a limitation notice with the disclosure if the six-month bar is wanted; the statute prescribes its wording. | The beneficiaries who receive the document | §736.1008 ↗ |
| You send a person a copy of the trust instrument with a notice of the trust's existence, your name and address, and the time allowed to contest | An action to contest the validity of a trust that was revocable at the settlor's death is barred six months after that notice is sent, unless sooner barred by adjudication, consent or limitations. | Send the copy and the notice to anyone who might contest the trust if the six-month bar is wanted; the statute prescribes what the notice states. | Each person who might contest the trust | §736.0604 ↗ |
| The decedent dies | Nine months after death; a six-month extension is available. | File the federal estate tax return when the gross estate exceeds the filing threshold, or to elect portability for a surviving spouse. Florida has no estate tax. | — | IRS Form 706 ↗Federal |
| The trust's tax year ends | The 15th day of the fourth month after year-end (April 15 for a calendar-year trust). | File the trust's income tax return and issue a Schedule K-1 to each beneficiary who received distributable income. | — | IRS Form 1041 ↗Federal |
| A trustee wants to step down | At least 30 days' notice, or the court's approval. | Give notice of the resignation; the trustee's duties continue until a successor is in place. | The qualified beneficiaries, the settlor if living, and all co-trustees | §736.0705 ↗ |
| The trust terminates | Expeditiously, after paying or reserving for debts, expenses and taxes; the statute names no day-count. | Distribute the trust property to the persons entitled to it; the final accounting and the beneficiaries' receipts close the file. | The beneficiaries entitled to the property | §736.0817 ↗ |
| You, the settlor or a qualified beneficiary make a written demand on a person designated as trust director to accept or confirm acceptance of the directorship, with a written copy to the trustees | The statute has the designated trust director deliver a written acceptance, acknowledgment of prior acceptance or declination “within 60 days after receipt of such demand.” | Keep the demand and the written response with the trust records; the statute directs the response to all trustees, the qualified beneficiaries, and the settlor if living. | All trustees, qualified beneficiaries, and the settlor if living | §736.1416 ↗ |
| A trust accounting or other written report of the trustee or of a trust director goes to the beneficiaries in a directed trust | An action against a trust director for breach of trust “must be commenced within the same limitation period” as an action against a trustee under §736.1008, and the accounting or written report “has the same effect on the limitation period.” | The §736.1008 disclosure and limitation-notice rules carry over to the trust director; the §736.1008 row above shows the periods. | The beneficiaries who receive the document | §736.1413 ↗ |