FL S0998

Limits personal representatives' entitlement to payment from trusts for estate expenses to amounts determined under specific abatement criteria and the uniform order of payment provisions in section 733.805.

Creates new section 736.04114 allowing courts to construe irrevocable trusts with federal tax provisions during the period from January 1, 2010 through December 31, 2010, and permits trustees to delay distributions and establish reserves for fees and taxes during this period without court order.

Amends trustee employment review procedures by removing notice requirements to interested persons and making expert witness fees discretionary rather than mandatory, unless the court finds testimony did not assist the court.

Revises creditor claim provisions to treat withdrawal power holders as settlors based on specified federal tax thresholds, and deems assets in certain marital and split-interest trusts as contributed by the settlor's spouse after the spouse's death.

Creates section 736.1211 prohibiting state agencies and local governments from requiring charitable organizations, trusts, and foundations to disclose personal characteristics of employees, officers, beneficiaries, or contractors, or from requiring diversity on governing boards based on protected characteristics.