SB 262

  • Florida Senate Bill
  • 2025 Regular Session
  • Introduced in Senate Mar 04, 2025
  • Passed Senate Mar 27, 2025
  • Passed House Apr 29, 2025
  • Signed by Governor Jun 20, 2025

Bill Subjects

Estates And Trusts

Abstract

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.

Bill Sponsors (3)

Community Affairs

     
Primary

Judiciary

     
Primary

Votes


Actions


Jun 23, 2025

Florida Legislature

Chapter No. 2025-159

Jun 20, 2025

Florida Legislature

Approved by Governor

Jun 18, 2025

Florida Legislature

Signed by Officers and presented to Governor

Apr 29, 2025

House

Read 3rd time

House

Added to Third Reading Calendar

House

Read 2nd time

House

Placed on 3rd reading

Senate

Ordered enrolled

House

CS passed; YEAS 114, NAYS 0

Apr 28, 2025

House

Bill added to Special Order Calendar (4/29/2025)

House

1st Reading (Committee Substitute 2)

House

Bill referred to House Calendar

Mar 27, 2025

Senate

Read 2nd time

Senate

Read 3rd time

Senate

CS passed; YEAS 36 NAYS 0

Senate

Immediately certified

House

In Messages

Mar 25, 2025

Senate

Placed on Special Order Calendar, 03/27/25

Mar 19, 2025

Senate

Placed on Calendar, on 2nd reading

Senate

Favorable by- Rules; YEAS 25 NAYS 0

Mar 14, 2025

Senate

On Committee agenda-- Rules, 03/19/25, 11:30 am, 412 Knott Building

Mar 12, 2025

Senate

Pending reference review under Rule 4.7(2) - (Committee Substitute)

Senate

CS/CS by Community Affairs read 1st time

Senate

Now in Rules

Mar 11, 2025

Senate

CS/CS by Community Affairs; YEAS 7 NAYS 0

Mar 06, 2025

Senate

On Committee agenda-- Community Affairs, 03/11/25, 4:00 pm, 37 Senate Building

Mar 04, 2025

Senate

CS by Judiciary read 1st time

Senate

Introduced

Feb 21, 2025

Senate

Now in Community Affairs

Feb 20, 2025

Senate

Pending reference review under Rule 4.7(2) - (Committee Substitute)

Feb 18, 2025

Senate

CS by Judiciary; YEAS 9 NAYS 0

Feb 10, 2025

Senate

On Committee agenda-- Judiciary, 02/18/25, 4:00 pm, 110 Senate Building

Jan 29, 2025

Senate

Referred to Judiciary; Community Affairs; Rules

Jan 14, 2025

Senate

Filed

Bill Text

Bill Text Versions Format
S 262 Filed PDF HTML
S 262 c1 PDF HTML
S 262 c2 PDF HTML
S 262 er PDF HTML

Related Documents

Document Format
762740 - Amendment to S 262 Filed PDF HTML
Bill Analysis -- Rules (Post-Meeting) (3/19/2025 1:51 PM) PDF
Bill Analysis -- Rules (Pre-Meeting) (3/18/2025 8:53 AM) PDF
Bill Analysis -- Community Affairs (Post-Meeting) (3/12/2025 2:24 PM) PDF
Bill Analysis -- Community Affairs (Pre-Meeting) (3/10/2025 2:46 PM) PDF
Bill Analysis -- Judiciary (Post-Meeting) (2/20/2025 8:04 AM) PDF
Bill Analysis -- Judiciary (Pre-Meeting) (2/17/2025 3:10 PM) PDF

Sources

Data on Open States is updated periodically throughout the day from the official website of the Florida Legislature.

If you notice any inconsistencies with these official sources, feel free to file an issue.