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5.2 KiB
5.2 KiB
type, title, description, jurisdiction, legislature, session, identifier, citation, classification, subjects, status, chapter_law, primary_sponsors, version_count, action_count, vote_count, first_action, last_action, source, source_identifier, source_url, source_hash, vintage, source_snapshot, retrieved_at, confidence, tags
| type | title | description | jurisdiction | legislature | session | identifier | citation | classification | subjects | status | chapter_law | primary_sponsors | version_count | action_count | vote_count | first_action | last_action | source | source_identifier | source_url | source_hash | vintage | source_snapshot | retrieved_at | confidence | tags | |||||||
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| Bill | 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. | us/states/fl | Florida Legislature | 2025 | SB 262 | Florida SB 262 (2025) |
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enacted | 2025-159 |
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4 | 34 | 5 | 2025-01-14 | 2025-06-23 | openstates | ocd-bill/eba9faac-1571-4c4e-9e98-185456a2c025 | https://flsenate.gov/Session/Bill/2025/262/ByCategory | fa186e7f657d3b3ea4eb9b6638706918de8915bbee12ef4d08ac9bc56ba8d3a6 | 2026-07-01 | https://data.openstates.org/daily/2026-07-01/public.pgdump | 2026-07-06 | reported |
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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.
- S 262 Filed (filed) — source
- S 262 c1 (committee substitute) — source
- S 262 c2 (committee substitute) — source
- S 262 er (enrolled) — source
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; origin ocd-bill/eba9faac-1571-4c4e-9e98-185456a2c025. Confidence: reported (aggregated from official Florida legislature records).