Fabio
103 lines
5.2 KiB
Markdown
103 lines
5.2 KiB
Markdown
---
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type: "Bill"
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title: "Trusts"
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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."
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jurisdiction: "us/states/fl"
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legislature: "Florida Legislature"
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session: "2025"
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identifier: "SB 262"
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citation: "Florida SB 262 (2025)"
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classification: ["bill"]
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subjects: ["estates and trusts"]
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status: "enacted"
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chapter_law: "2025-159"
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primary_sponsors: ["Berman", "Judiciary"]
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version_count: 4
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action_count: 34
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vote_count: 5
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first_action: "2025-01-14"
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last_action: "2025-06-23"
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source: "openstates"
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source_identifier: "ocd-bill/eba9faac-1571-4c4e-9e98-185456a2c025"
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source_url: "https://flsenate.gov/Session/Bill/2025/262/ByCategory"
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source_hash: "fa186e7f657d3b3ea4eb9b6638706918de8915bbee12ef4d08ac9bc56ba8d3a6"
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vintage: "2026-07-01"
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source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
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retrieved_at: "2026-07-06"
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confidence: "reported"
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tags: ["legislation", "bill", "us-fl"]
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---
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# Florida SB 262 (2025) — Trusts
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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.
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**Enacted** — Laws of Florida, Chapter 2025-159.
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## Version chain
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The bill's text revisions, in order — the diff chain from filing to enrollment.
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1. **S 262 Filed** (filed) — [source](https://flsenate.gov/Session/Bill/2025/262/BillText/Filed/HTML)
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2. **S 262 c1** (committee substitute) — [source](https://flsenate.gov/Session/Bill/2025/262/BillText/c1/HTML)
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3. **S 262 c2** (committee substitute) — [source](https://flsenate.gov/Session/Bill/2025/262/BillText/c2/HTML)
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4. **S 262 er** (enrolled) — [source](https://flsenate.gov/Session/Bill/2025/262/BillText/er/HTML)
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## Votes
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- Favorable — **25–0** (pass) · upper
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- Passage, Third Reading — **114–0** (pass) · lower
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- Third Reading — **36–0** (pass) · upper
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- Favorable with Committee Substitute — **9–0** (pass) · upper
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- Favorable with Committee Substitute — **7–0** (pass) · upper
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## Sponsors
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- Berman — primary (person)
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- Community Affairs — primary (organization)
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- Judiciary — primary (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2025-01-14** Filed `filing`
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- **2025-01-29** Referred to Judiciary; Community Affairs; Rules `referral-committee`
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- **2025-02-10** On Committee agenda-- Judiciary, 02/18/25, 4:00 pm, 110 Senate Building
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- **2025-02-18** CS by Judiciary; YEAS 9 NAYS 0
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- **2025-02-20** Pending reference review under Rule 4.7(2) - (Committee Substitute)
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- **2025-02-21** Now in Community Affairs
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- **2025-03-04** Introduced `introduction`
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- **2025-03-04** CS by Judiciary read 1st time
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- **2025-03-06** On Committee agenda-- Community Affairs, 03/11/25, 4:00 pm, 37 Senate Building
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- **2025-03-11** CS/CS by Community Affairs; YEAS 7 NAYS 0
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- **2025-03-12** Pending reference review under Rule 4.7(2) - (Committee Substitute)
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- **2025-03-12** Now in Rules
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- **2025-03-12** CS/CS by Community Affairs read 1st time
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- **2025-03-14** On Committee agenda-- Rules, 03/19/25, 11:30 am, 412 Knott Building
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- **2025-03-19** Favorable by- Rules; YEAS 25 NAYS 0 `committee-passage-favorable`
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- **2025-03-19** Placed on Calendar, on 2nd reading
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- **2025-03-25** Placed on Special Order Calendar, 03/27/25
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- **2025-03-27** Read 2nd time `reading-2`
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- **2025-03-27** Read 3rd time `reading-3`
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- **2025-03-27** CS passed; YEAS 36 NAYS 0 `passage`
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- **2025-03-27** Immediately certified
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- **2025-03-27** In Messages
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- **2025-04-28** Bill referred to House Calendar
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- **2025-04-28** Bill added to Special Order Calendar (4/29/2025)
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- **2025-04-28** 1st Reading (Committee Substitute 2) `reading-1`
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- **2025-04-29** Read 2nd time `reading-2`
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- **2025-04-29** Placed on 3rd reading `reading-3`
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- **2025-04-29** Added to Third Reading Calendar
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- **2025-04-29** Read 3rd time `reading-3`
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- **2025-04-29** CS passed; YEAS 114, NAYS 0 `passage`
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- **2025-04-29** Ordered enrolled `enrolled`
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- **2025-06-18** Signed by Officers and presented to Governor `executive-receipt`
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- **2025-06-20** Approved by Governor `executive-signature`
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- **2025-06-23** Chapter No. 2025-159
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## Source
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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).
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