---
type: "Bill"
title: "Trusts"
description: "Trusts; Revising how an authorized trustee may exercise the power to invade principal as an authorized trustee administering a trust; providing that property devised to or from a revocable trust which is devised, given, or distributed to a donee by a settlor during the settlor’s lifetime is treated as a satisfaction of devise to that donee if certain criteria are met; providing that homestead property transferred by one or both settlor spouses to a community property trust will not be treated as a change of ownership for the purposes of reassessing the property, etc."
jurisdiction: "us/states/fl"
legislature: "Florida Legislature"
session: "2025"
identifier: "SB 262"
citation: "Florida SB 262 (2025)"
classification: ["bill"]
subjects: ["estates and trusts"]
status: "enacted"
chapter_law: "2025-159"
primary_sponsors: ["Berman", "Judiciary"]
version_count: 4
action_count: 34
vote_count: 5
first_action: "2025-01-14"
last_action: "2025-06-23"
source: "openstates"
source_identifier: "ocd-bill/eba9faac-1571-4c4e-9e98-185456a2c025"
source_url: "https://flsenate.gov/Session/Bill/2025/262/ByCategory"
source_hash: "fa186e7f657d3b3ea4eb9b6638706918de8915bbee12ef4d08ac9bc56ba8d3a6"
vintage: "2026-07-01"
source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
retrieved_at: "2026-07-06"
confidence: "reported"
tags: ["legislation", "bill", "us-fl"]
---

# Florida SB 262 (2025) — Trusts

Trusts; Revising how an authorized trustee may exercise the power to invade principal as an authorized trustee administering a trust; providing that property devised to or from a revocable trust which is devised, given, or distributed to a donee by a settlor during the settlor’s lifetime is treated as a satisfaction of devise to that donee if certain criteria are met; providing that homestead property transferred by one or both settlor spouses to a community property trust will not be treated as a change of ownership for the purposes of reassessing the property, etc.

**Enacted** — Laws of Florida, Chapter 2025-159.

## Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

1. **S 262 Filed** (filed) — [source](https://flsenate.gov/Session/Bill/2025/262/BillText/Filed/HTML)
2. **S 262 c1** (committee substitute) — [source](https://flsenate.gov/Session/Bill/2025/262/BillText/c1/HTML)
3. **S 262 c2** (committee substitute) — [source](https://flsenate.gov/Session/Bill/2025/262/BillText/c2/HTML)
4. **S 262 er** (enrolled) — [source](https://flsenate.gov/Session/Bill/2025/262/BillText/er/HTML)

## Votes

- Favorable — **25–0** (pass) · upper
- Passage, Third Reading — **114–0** (pass) · lower
- Third Reading — **36–0** (pass) · upper
- Favorable with Committee Substitute — **9–0** (pass) · upper
- Favorable with Committee Substitute — **7–0** (pass) · upper

## Sponsors

- Berman — primary (person)
- Community Affairs — primary (organization)
- Judiciary — primary (person)

## Timeline

The legislative action history — every referral, reading, and vote.

- **2025-01-14** Filed `filing`
- **2025-01-29** Referred to Judiciary; Community Affairs; Rules `referral-committee`
- **2025-02-10** On Committee agenda-- Judiciary, 02/18/25, 4:00 pm, 110 Senate Building
- **2025-02-18** CS by Judiciary; YEAS 9 NAYS 0
- **2025-02-20** Pending reference review under Rule 4.7(2) - (Committee Substitute)
- **2025-02-21** Now in Community Affairs
- **2025-03-04** Introduced `introduction`
- **2025-03-04** CS by Judiciary read 1st time
- **2025-03-06** On Committee agenda-- Community Affairs, 03/11/25, 4:00 pm, 37 Senate Building
- **2025-03-11** CS/CS by Community Affairs; YEAS 7 NAYS 0
- **2025-03-12** Pending reference review under Rule 4.7(2) - (Committee Substitute)
- **2025-03-12** Now in Rules
- **2025-03-12** CS/CS by Community Affairs read 1st time
- **2025-03-14** On Committee agenda-- Rules, 03/19/25, 11:30 am, 412 Knott Building
- **2025-03-19** Favorable by- Rules; YEAS 25 NAYS 0 `committee-passage-favorable`
- **2025-03-19** Placed on Calendar, on 2nd reading
- **2025-03-25** Placed on Special Order Calendar, 03/27/25
- **2025-03-27** Read 2nd time `reading-2`
- **2025-03-27** Read 3rd time `reading-3`
- **2025-03-27** CS passed; YEAS 36 NAYS 0 `passage`
- **2025-03-27** Immediately certified
- **2025-03-27** In Messages
- **2025-04-28** Bill referred to House Calendar
- **2025-04-28** Bill added to Special Order Calendar (4/29/2025)
- **2025-04-28** 1st Reading (Committee Substitute 2) `reading-1`
- **2025-04-29** Read 2nd time `reading-2`
- **2025-04-29** Placed on 3rd reading `reading-3`
- **2025-04-29** Added to Third Reading Calendar
- **2025-04-29** Read 3rd time `reading-3`
- **2025-04-29** CS passed; YEAS 114, NAYS 0 `passage`
- **2025-04-29** Ordered enrolled `enrolled`
- **2025-06-18** Signed by Officers and presented to Governor `executive-receipt`
- **2025-06-20** Approved by Governor `executive-signature`
- **2025-06-23** Chapter No. 2025-159

## Source

OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/eba9faac-1571-4c4e-9e98-185456a2c025`. Confidence: reported (aggregated from official Florida legislature records).