THE FLORIDA (UNIFORM) TRUST CODE DESK REFERENCE

(COPYRIGHT 2008--ALL RIGHTS RESERVED)

 

     Page

 

Table Of Contents                                     1

 

Appendix Index                                        3

 

Index Of Statute Sections

(Reprise & Comment)                                   4  

 

SECTION ONE
FLORIDA (UNIFORM) TRUST CODE DESK REFERENCE

 

Article                             Sections          Page

 

TEXT--Overview                      NA                11

 

F(U)TC--UTC and editor commentary   NA                11

 

F(U)TC--Restatement of Trusts       NA                12        

 

SECTION TWO
FLORIDA'S PRIOR BODY OF TRUST AND RELATED
LAWS AND ITS RELATION TO THE FLORIDA (UNIFORM) TRUST CODE

 

Article                             Sections          Page

 

 

I.      Review Of Prior Chapter 737

        "Trust Administration"      NA                17

 

II.     Enactment of Florida's

        (Uniform) Trust Code        NA                17

 

III.    Legislation Enacting

        The Code                    736.0101 + Act    19

 

IV.     Florida's (Uniform) Trust

        Code Transitional Rules     736.1303          27 

 

 

SECTION THREE
THE FLORIDA (UNIFORM) TRUST CODE

 

Article                             Sections          Page

 

V.      Overview, General           736.0101-0102

        Provisions And Applic-      736.0106-0107

        ation Of Trust Law          736.1301-1302

    736.1101          29

 

VI.     Definitions Applying

        To The Florida (Uniform)

        Trust Code                  736.0103          39

 

VII.    Applicability Of The

        Code And Primacy Of The

        Trust Instrument--Man-

        datory And Default Rules    736.0105          55

 

 

Article                             Sections          Page

 

VIII.   Principal Place Of Admin-   736.0108

        istration And Transfers     736.0112          61

 

IX.     Role Of Court; Juris-

        diction                     736.0201-0207     67  

 

X.      Notice Of Proceedings

        And Waiver Thereof And

        Knowledge                   736.0109 + 0104   79

 

XI.     Nonjudicial Settlement

        Agreements                  736.0111          83

 

XII.    Trust Beneficiaries         736.0103 + 0110

                                    + misc.           91

XIII.   Extended Rules Regarding

        Representation Of Trust

        Interested Persons          736.0301-0306     103

 

XIV.    Methods Of Creating And

        Validating Trusts           736.0401-0407     113

 

XV.     Creating And Enforcing

        Special Trusts For

        Animal Care And Nonchar-

        itable-Unascertainable

        Beneficiary-Limited Term

        Trusts                      736.0408-0409     165

 

XVI.    Modification, Reform-

        ation And Termination

        Of Trusts                   736.0410-0417     171  

 

XVII.   Creditor Claims Against

        Trust Beneficiaries--

        Spendthrift Trusts          736.0501-0503     201

 

XVIII.  Creditor Claims Against

        Beneficiaries Of Dis-

        cretionary Distribution

        Trusts                      736.0504          215

 

XIX.    Creditor Claims Against

        Trust Settlor And

        Holder Of Power Of

        Withdrawal, Etc.            736.0505-0507     221

 

XX.     Revocability And Amend-

        ability Of Trusts           736.0601-0602     233

 

XXI.    Settlor Powers Over

        Revocable Trust             736.0603          245

 

XXII.   When Withdrawal Power

        Holder Has Powers Of

        Settlor Of Revocable

        Trust                       736.0603(2)       247

 

 

 

Article                             Sections          Page

 

XXIII.  Limitation Of Judicial

        Proceedings Initiated

        By Interested Person

        To Contest Validity Of

        Trust Irrevocable At

        Settlor's Death             736.0604          249

 

XXIV.   The Office Of Trustee       736.0701-0709     251

 

XXV.    Trustee Duties              736.0801-08147    277

 

XXVI.   Trustee Powers              736.0814-0817     359

 

XXVII.  Trust Investment Rules      736.0901

    518.01-518.16     387

 

XXVIII. Trustee Liability For

        Breach Of Trust             736.1001-1015     449

 

XXIX.   Contractual Liability

        Of Revocable Trust

        Settlor Acting As

        General Partner             736.0115(3)       521

 

XXX.    Protection Of Nonben-

        eficiaries Who Deal

        With Trustee                736.1016          523

 

XXXI.   Certification Of Trust      736.1017          527

 

XXXII.  Liability Of Payee Or

        Distributee For Improper

        Trust Receipt               736.1018          531

 

XXXIII. Rules Of Construction       736.1101-1108     533

 

XXXIV.  Charitable Trusts           736.1201-1210     539

 

 

APPENDIX DOCUMENTS

 

      Page

 

Appendix Index                                        545

 

Appendix I:

Compendium Of Mandatory And Default Provisions

Provisions According To FS §736.0105(2)(a)-(w)        546

 

Appendix II:

Trust Forms And Explanatory Notes                     569

 

Appendix III:

Sample Husband/Wife Revocable Trust                   631

 

Index                                                 663