Florida Statute 736.0709 - Full Text and Legal Analysis

The 2025 Florida Statutes

Title XLII
ESTATES AND TRUSTS

Chapter 736
FLORIDA TRUST CODE

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736.0709 Reimbursement of expenses.—

(1) A trustee is entitled to be reimbursed out of the trust property, with interest as appropriate, for reasonable expenses that were properly incurred in the administration of the trust.

(2) An advance by the trustee of money for the protection of the trust gives rise to a lien against trust property to secure reimbursement with reasonable interest.

History.—s. 7, ch. 2006-217.

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Amendments to 736.0709

Annotations, Discussions, Cases:

Cases Citing Statute 736.0709

Total Results: 2 | Sort by: Relevance | Newest First

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United States v. F. Gordon Spoor, 838 F.3d 1197 (11th Cir. 2016).

Cited 2 times | Published | Court of Appeals for the Eleventh Circuit | 118 A.F.T.R.2d (RIA) 6018, 2016 U.S. App. LEXIS 17973, 2016 WL 5750986

trust property ... for reasonable expenses,” id. § 736.0709(1). Neither statute grants a security interest

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J. Scott Lanford, Tr. of the Kirk Fam. Found. Vs Robin Phemister, Pers. Rep. of the Est. of Mary L. Dillard & as Tr. of the Testamentary Trust of Mary L. Dillard (Fla. 5th DCA 2022).

Published | Florida 5th District Court of Appeal

...(2021) (providing that trust administration fees, including trustee fees and trustee’s attorney’s fees, should be paid before estate administration fees). Trustees are also allowed reimbursement for reasonable trust expenses. § 736.0709(1), Fla....

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