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Florida Trust Administration and Litigation Deadlines & Timelines

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Florida Trust Administration and Litigation Deadlines & Timelines

Download the Florida Trust Administration and Litigation Deadlines Guide

TYPE OF FILINGDEADLINESAUTHORITY
   
Notice of proposed transfer of principal place of administration

 

60 days before initiating proposed transferF.S. 736.0108
Motion for Attorney’s Fees30 days after judgment

 

F.S. 736.0201; Fl. R. Civ. P. 1.525
Notice of TrustUpon death of a settlor of trust described in s. 733.707(3)

 

F.S. 736.05055
Action contesting the validity of the trustProbably 4 years after trust becomes revocable

or

6 months after served with proper notice

 

F.S. 95.11(3); F.S. 95.031; F.S. 95.051

 

 

F.S. 736.0604

Notice of Resignation of Trustee

 

At least 30 days prior to resignationF.S. 736.0705
Written request of eligible beneficiary to successor trustee to institute an action or file a claim against prior trustee

 

Within 6 months after date of the successor trustee’s acceptance of the trust if notice received in writingF.S. 736.08125
Notice of acceptance of trust

 

Within 60 days of acceptanceF.S. 736.0813
Notice of trust’s existence, identity of settlor, right to copy of trust, right to accounting, application of fiduciary lawyer-client privilege

 

Within 60 days after acquiring knowledge of creation of irrevocable trustF.S. 736.0813
Trust accountingAnnually (irrevocable trust)

 

F.S. 736.0813
Action seeking contributionWithin 1 year of judgment for breach of trust

 

F.S. 736.1002
Action for breach of trustProbably 4 years from breach

or

6 months after receipt of limitations notice or trust disclosure document, whichever is received later

and

outside bars on actions against trustees are 10 years to 40 years, with a possible 30 years added, depending on the beneficiary’s knowledge and whether trustee concealed facts

 

F.S. 95.11(3); F.S. 95.031; F.S. 95.051

 

736.1008(2)

 

 

 

736.1008(6)

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