Florida Senate Bill 262 (Prefiled Legislation)

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Spectrum: Partisan Bill (Democrat 1-0)
Status: Introduced on January 14 2025 - 25% progression
Action: 2025-01-29 - Referred to Judiciary; Community Affairs; Rules
Pending: Senate Judiciary Committee
Text: Latest bill text (Introduced) [HTML]

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 community property will not be treated as a change of ownership for the purposes of reassessing the property, etc.

Trusts

Sen. Lori Berman [D]

Date	Chamber	Action
2025-01-29	Senate	Referred to Judiciary; Community Affairs; Rules
2025-01-14	Senate	Filed

Chapter	Article	Section	Citation Type	Statute Text
736	04117		Amended Code	See Bill Text
736	08125		Amended Code	See Bill Text
736	10085		Amended Code	See Bill Text
736	1110		Amended Code	See Bill Text
736	1502		Amended Code	See Bill Text
736	151		Amended Code	See Bill Text

Type	Source
Summary	https://www.flsenate.gov/Session/Bill/2025/262
Text	https://www.flsenate.gov/Session/Bill/2025/262/BillText/Filed/HTML