Florida · Senate Bill 262 · 2025 Regular Session

Trusts

SB 262 Sponsored by Lori Berman Became law

  1. Introduced Jan 14, 2025
  2. In committee Jan 29, 2025
  3. Passed the Senate  
  4. Passed the House  
  5. To the governor Jun 18, 2025
  6. Became law Jun 20, 2025

What it does

The legislature's own summary of the bill, or its official long title.

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.

Every action

34 steps, oldest first, as the legislature records them.

Show the 26 earlier steps
  1. SenateFiled
  2. CommitteeReferred to Judiciary; Community Affairs; Rules · Senate Judiciary
  3. CommitteeOn Committee agenda-- Judiciary, 02/18/25, 4:00 pm, 110 Senate Building · Senate Judiciary
  4. CommitteeCS by Judiciary; YEAS 9 NAYS 0 · Senate Judiciary9–0 vote
  5. SenatePending reference review under Rule 4.7(2) - (Committee Substitute)
  6. CommitteeNow in Community Affairs · Senate Community Affairs
  7. SenateIntroduced
  8. CommitteeCS by Judiciary read 1st time · Senate Judiciary
  9. CommitteeOn Committee agenda-- Community Affairs, 03/11/25, 4:00 pm, 37 Senate Building · Senate Community Affairs
  10. CommitteeCS/CS by Community Affairs; YEAS 7 NAYS 0 · Senate Community Affairs7–0 vote
  11. SenatePending reference review under Rule 4.7(2) - (Committee Substitute)
  12. CommitteeNow in Rules · Senate Rules
  13. CommitteeCS/CS by Community Affairs read 1st time · Senate Community Affairs
  14. CommitteeOn Committee agenda-- Rules, 03/19/25, 11:30 am, 412 Knott Building · Senate Rules
  15. CommitteeFavorable by- Rules; YEAS 25 NAYS 0 · Senate Rules25–0 vote
  16. SenatePlaced on Calendar, on 2nd reading
  17. SenatePlaced on Special Order Calendar, 03/27/25
  18. SenateRead 2nd time -SJ 277
  19. SenateRead 3rd time -SJ 277
  20. SenateCS passed; YEAS 36 NAYS 0 -SJ 27736–0 vote
  21. SenateImmediately certified -SJ 279
  22. HouseIn Messages
  23. HouseBill referred to House Calendar
  24. HouseBill added to Special Order Calendar (4/29/2025)
  25. House1st Reading (Committee Substitute 2)
  26. HouseRead 2nd time
  1. HousePlaced on 3rd reading
  2. HouseAdded to Third Reading Calendar
  3. HouseRead 3rd time
  4. HouseCS passed; YEAS 114, NAYS 0
  5. SenateOrdered enrolled
  6. GovernorSigned by Officers and presented to Governor
  7. GovernorApproved by Governor
  8. Chapter No. 2025-159

Roll calls

5 recorded votes: 2 on the floor, 3 in committee. Each shows how every member voted.

CS passed; YEAS 36 NAYS 0 -SJ 277 · Full Senate

36–0
Mar 27, 2025 · journal entry
Yes 36 No 0 Not voting 3
Democrats: 10 yes, 0 no Independents: 1 yes, 0 no Republicans: 25 yes, 0 no
How each member voted

Yes · 36

Not voting · 3

Passage · Full House

114–0
Apr 29, 2025 · journal entry
Yes 114 No 0 Not voting 5
Democrats: 31 yes, 0 no Republicans: 83 yes, 0 no
How each member voted

Yes · 114

Not voting · 5

Committee and other votes

DateWhereQuestionResult
Feb 18, 2025 Senate committee CS by Judiciary; YEAS 9 NAYS 0 Passed 9–0
Mar 11, 2025 Senate committee CS/CS by Community Affairs; YEAS 7 NAYS 0 Passed 7–0
Mar 19, 2025 Senate committee Favorable by- Rules; YEAS 25 NAYS 0 Passed 25–0

Sponsors

The member who introduced it.

  • Lori BermanD Primary sponsor · District 26
  • CA Community Affairs Sponsoring committee
  • J Judiciary Sponsoring committee

From Florida's official records (leg.state.fl.us; flhouse.gov), checked Nov 2, 2026. Text links go to the official versions; LegiList does not copy bill text.