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Florida · 2025 Regular Session · Bill

SB 262: Trusts

Enacted Official data

  1. Introduced
  2. In committee
  3. Passed one chamber
  4. Passed both chambers
  5. Enacted

Last official action: ·Record last updated:

Plain-language summary

SB 262 is a bill introduced in the Florida Senate on January 14, 2025. According to its official title, it concerns: Trusts. Primary sponsor: Lori Berman (Democratic), Judiciary, Community Affairs. Most recent recorded action (June 23, 2025): Chapter No. 2025-159.

Generated automatically from the official title, sponsor list, and status record only. It does not characterize the bill’s purpose or effects. How summaries are written

Official summary

Abstract published by the legislature (via Open States). Text as published by the legislature; reproduced verbatim.

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.

Sponsors

Sponsors by party (alphabetical): Democratic 1

NameRolePartyChamberDistrict
Lori BermanPrimary sponsorDemocraticSenate26
JudiciaryPrimary sponsorNot applicable (committee)——
Community AffairsPrimary sponsorNot applicable (committee)——

“Support” is shown only as formal sponsorship recorded by the legislature. Roll-call votes are available on the official bill page.

Recent official actions

  1. Chapter No. 2025-159
  2. Approved by Governor
  3. Signed by Officers and presented to Governor
  4. Ordered enrolled
  5. CS passed; YEAS 114, NAYS 0
  6. Read 3rd time
  7. Added to Third Reading Calendar
  8. Placed on 3rd reading
  9. Read 2nd time
  10. 1st Reading (Committee Substitute 2)
  11. Bill added to Special Order Calendar (4/29/2025)
  12. Bill referred to House Calendar

Showing 12 most recent of 34 actions. Full history

Sources

  1. Open States / Plural (data from the official legislature website)
  2. Official legislature source