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  • Introduced
    Jan 14, 2025
  • Passed Senate
    Mar 27, 2025
  • Passed House
  • Signed into Law
SB 262
Florida Senate Bill
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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.
Last Action See all actions
House • Mar 27, 2025: In Messages
Latest Bill Text See all bill texts

Summary/Bill Text

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  • Mar 27, 2025 | House
    • In Messages
  • Mar 27, 2025 | Senate
    • Read 2nd time
    • Read 3rd time
    • CS passed; YEAS 36 NAYS 0
    • Immediately certified
  • Mar 25, 2025 | Senate
    • Placed on Special Order Calendar, 03/27/25
  • Mar 19, 2025 | Senate
    • Favorable by- Rules; YEAS 25 NAYS 0
    • Placed on Calendar, on 2nd reading
  • 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)
    • Now in Rules
    • CS/CS by Community Affairs read 1st time
  • 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
    • Introduced
    • CS by Judiciary read 1st time
  • 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