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Florida Statute 736.0504 - Full Text and Legal Analysis
Florida Statute 736.0504 | Lawyer Caselaw & Research
Link to State of Florida Official Statute
F.S. 736.0504 Case Law from Google Scholar Google Search for Amendments to 736.0504

The 2025 Florida Statutes

Title XLII
ESTATES AND TRUSTS
Chapter 736
FLORIDA TRUST CODE
View Entire Chapter
736.0504 Discretionary trusts; effect of standard.
(1) As used in this section, the term “discretionary distribution” means a distribution that is subject to the trustee’s discretion whether or not the discretion is expressed in the form of a standard of distribution and whether or not the trustee has abused the discretion.
(2) Whether or not a trust contains a spendthrift provision, if a trustee may make discretionary distributions to or for the benefit of a beneficiary, a creditor of the beneficiary, including a creditor as described in s. 736.0503(2), may not:
(a) Compel a distribution that is subject to the trustee’s discretion; or
(b) Attach or otherwise reach the interest, if any, which the beneficiary might have as a result of the trustee’s authority to make discretionary distributions to or for the benefit of the beneficiary.
(3) If the trustee’s discretion to make distributions for the trustee’s own benefit is limited by an ascertainable standard, a creditor may not reach or compel distribution of the beneficial interest except to the extent the interest would be subject to the creditor’s claim were the beneficiary not acting as trustee.
(4) This section does not limit the right of a beneficiary to maintain a judicial proceeding against a trustee for an abuse of discretion or failure to comply with a standard for distribution.
History.s. 5, ch. 2006-217; s. 14, ch. 2007-153.

F.S. 736.0504 on Google Scholar

F.S. 736.0504 on CourtListener

Amendments to 736.0504


Annotations, Discussions, Cases:

Cases Citing Statute 736.0504

Total Results: 3  |  Sort by: Relevance  |  Newest First

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Miller v. Kresser, 34 So. 3d 172 (Fla. 4th DCA 2010).

Cited 4 times | Published | Florida 4th District Court of Appeal | 2010 Fla. App. LEXIS 6152, 2010 WL 1779899

...The trust did not give James any authority whatsoever to manage or distribute trust property. When a trust document provides the trustee with complete discretion over distributions, a creditor may only reach those distributions the trustee chooses to make. § 736.0504(2), Fla. Stat. (2009). The creditor may not compel a distribution from the trustee or attach any interest in the trust before the trustee makes a distribution. Id. This applies whether or not the trustee has abused his discretion in managing the trust. § 736.0504(1), Fla....
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Berlinger v. Casselberry, 133 So. 3d 961 (Fla. 2d DCA 2013).

Cited 1 times | Published | Florida 2nd District Court of Appeal | 2013 WL 6212023, 2013 Fla. App. LEXIS 18908

...Inglis, had not made any payments directly to Berlinger. Instead, the trustees made payments on behalf of Berlinger directly to his creditors and utilities. He asserted that the trusts were discretionary and opined that the applicable trust statute, section 736.0504, prohibited any creditor, including Cassel-berry, from attaching any distributions paid on behalf or for the benefit of Ber-linger....
...nsure that there remained sufficient assets in the trust to secure the continued payment of alimony. Berlinger and Inglis pursued separate appeals. See Inglis, slip op. at 1, — So.3d at -. II. ANALYSIS A. Discretionary Trusts Berlinger argues that section 736.0504 specifically prohibits Casselberry from attaching distributions made to or for Berlinger because the trusts are discretionary trusts 4 and are afforded greater protection from creditors under the Florida Trust Code. We disagree. We conclude that the Florida Supreme Court’s decision in Bacardi v. White, 463 So.2d 218 (Fla.1985), is controlling. See also §§ 736.0503, 736.0504....
...ctive and imposes the writs as a last resort. In accordance with Bacardi , the trial court’s order granting Casselber-ry’s motion for continuing writs of garnishment against the Berlinger Discretionary Trusts was proper. B. Sections 736.0503 and 736.0504 In 2006, the Florida legislature enacted the Florida Trust Code. Sections 736.0503 and 736.0504 of the code are especially relevant to this case....
...provision is unenforceable against: (a) A beneficiary’s child, spouse, or former spouse who has a judgment or court order against the beneficiary for support or maintenance. [[Image here]] (3) Except as otherwise provided in this subsection and in s. 736.0504, a claimant against which a spendthrift provision may not be enforced may obtain from a court, or pursuant to the Uniform Interstate Family Support Act, an order attaching present or future distributions to or for the benefit of the beneficiary....
...Thus, the spendthrift provisions included in Berlinger’s trusts are unenforceable as to Casselberry because she has an order against him for support. A former spouse’s remedies under 736.0503(3) are subject to the exceptions and provisions found in 736.0504. According to section 736.0504(2), a former spouse *966 may not compel a distribution that is subject to the trustee’s discretion or attach or otherwise reach the interest, if any, which the beneficiary may have....
...Cassel-berry is not seeking an order compelling a distribution that is subject to the trustee’s discretion or attaching the beneficiary’s interest. Instead, she obtained an order granting writs of garnishment against discretionary disbursements made by a trustee exercising its discretion. Sections 736.0503 and 736.0504 codify the Florida Supreme Court’s holding in Bacardi Neither section protects a discretionary trust from garnishment by a former spouse with a valid order of support....
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Inglis v. Casselberry, 137 So. 3d 389 (Fla. 2d DCA 2013).

Cited 1 times | Published | Florida 2nd District Court of Appeal | 2013 WL 6212021, 2013 Fla. App. LEXIS 18905

...to his creditors and utilities, instead of to Berlinger. He acknowledged that Sun-Trust distributed all of the trust assets to him with a final accounting. He testified that the trusts were discretionary and opined that the applicable trust statute, section 736.0504, Florida Statutes (2011), prohibits any creditor, including Cassel-berry, from attaching any distributions paid on behalf or for the benefit of the beneficiary, Berlinger....

This Florida statute resource is curated by Graham W. Syfert, Esq., a Jacksonville, Florida personal injury and workers' compensation attorney. For legal consultation, call 904-383-7448.