# Florida SB 262: Trusts

Florida SB 262, Trusts, is a 2025 Senate bill sponsored by Lori Berman (Democratic); status signed, last action 2025-06-23 (Chapter No. 2025-159) (as of 2026-10-19).

- Canonical: https://policyrisk.com/state-bill/FL-SB262-2025
- As of: 2026-10-19
- Plain-text twin of the page above; the HTML and this file carry the same facts.

## Facts
- Bill: Florida SB 262
- State: Florida
- Session: 2025
- Title: Trusts
- Status: signed
- Chamber: Senate
- Introduced: 2025-01-14
- Last action: 2025-06-23, Chapter No. 2025-159
- Sponsor: Lori Berman (Democratic)
- Cosponsors: 2
- Subjects: Appropriation, Judiciary, Community Affairs, Rules, House Calendar
- Touches household money: no
- Roll calls: 5 (191 yes, 0 no in all)
- Economic provisions PRIA read: 4

## Summary

No summary available.

## Bill overview: provisions PRIA read

- Homestead trust transfers avoid reassessment: benefit, medium. A trust that follows Florida’s requirements and was created or changed on or after July 1, 2021, can qualify as a community property trust. Property held in a qualifying trust, along with its income and increase in value, is treated as community property. When one or both settlor spouses transfer h…
- Fewer claims against former trustees: cost, low. A successor trustee or another person acting for a trust cannot pursue a claim against a former trustee beyond what the beneficiary represented by that claim could pursue. This can limit the trust’s ability to recover losses from a former trustee.
- Lifetime gifts can reduce later inheritances: mixed, low. For a revocable trust that becomes irrevocable on or after July 1, 2025, a lifetime gift or trust payment can count toward a person’s later devise. The trust terms, a written statement made at the time by the settlor or trustee, or the recipient’s written agreement must say it counts. For a partial…
- New rules for changing family trusts: mixed, low. An authorized trustee with power to use trust principal can modify a trust instead of creating a second one, unless the trust terms say otherwise. With an absolute power, the change cannot reduce a vested interest or benefit people outside the first trust’s beneficiaries. With a nonabsolute power,…

## Sponsors and cosponsors

- Sponsor: Lori Berman (Democratic), Senate
- Cosponsor: Community Affairs
- Cosponsor: Judiciary

## Roll call votes

| Date | Chamber | Motion | Result | Yes | No | Other |
| --- | --- | --- | --- | --- | --- | --- |
| 2025-04-29 | House | House Floor Vote | pass | 114 | 0 |   |
| 2025-03-27 | Senate | Senate Floor Vote | pass | 36 | 0 |   |
| 2025-03-19 | Senate | Rules Vote | pass | 25 | 0 |   |
| 2025-03-11 | Senate | Community Affairs Vote | pass | 7 | 0 |   |
| 2025-02-18 | Senate | Judiciary Vote | pass | 9 | 0 |   |

## Actions (34)

- 2025-06-23: Chapter No. 2025-159
- 2025-06-20: Approved by Governor
- 2025-06-18: Signed by Officers and presented to Governor
- 2025-04-29: Ordered enrolled (Senate)
- 2025-04-29: CS passed; YEAS 114, NAYS 0 (House)
- 2025-04-29: Read 3rd time (House)
- 2025-04-29: Added to Third Reading Calendar (House)
- 2025-04-29: Placed on 3rd reading (House)
- 2025-04-29: Read 2nd time (House)
- 2025-04-28: 1st Reading (Committee Substitute 2) (House)
- 2025-04-28: Bill added to Special Order Calendar (4/29/2025) (House)
- 2025-04-28: Bill referred to House Calendar (House)
- 2025-03-27: In Messages (House)
- 2025-03-27: Immediately certified -SJ 279 (Senate)
- 2025-03-27: CS passed; YEAS 36 NAYS 0 -SJ 277 (Senate)
- 2025-03-27: Read 3rd time -SJ 277 (Senate)
- 2025-03-27: Read 2nd time -SJ 277 (Senate)
- 2025-03-25: Placed on Special Order Calendar, 03/27/25 (Senate)
- 2025-03-19: Placed on Calendar, on 2nd reading (Senate)
- 2025-03-19: Favorable by- Rules; YEAS 25 NAYS 0 (Senate)
- 2025-03-14: On Committee agenda-- Rules, 03/19/25, 11:30 am, 412 Knott Building (Senate)
- 2025-03-12: CS/CS by Community Affairs read 1st time (Senate)
- 2025-03-12: Now in Rules (Senate)
- 2025-03-12: Pending reference review under Rule 4.7(2) - (Committee Substitute) (Senate)
- 2025-03-11: CS/CS by Community Affairs; YEAS 7 NAYS 0 (Senate)
- 2025-03-06: On Committee agenda-- Community Affairs, 03/11/25, 4:00 pm, 37 Senate Building (Senate)
- 2025-03-04: CS by Judiciary read 1st time (Senate)
- 2025-03-04: Introduced (Senate)
- 2025-02-21: Now in Community Affairs (Senate)
- 2025-02-20: Pending reference review under Rule 4.7(2) - (Committee Substitute) (Senate)
- 2025-02-18: CS by Judiciary; YEAS 9 NAYS 0 (Senate)
- 2025-02-10: On Committee agenda-- Judiciary, 02/18/25, 4:00 pm, 110 Senate Building (Senate)
- 2025-01-29: Referred to Judiciary; Community Affairs; Rules (Senate)
- 2025-01-14: Filed (Senate)

## Bill text

- er, 2025-06-20: [HTML](https://www.flsenate.gov/Session/Bill/2025/262/BillText/er/HTML), [PDF](https://www.flsenate.gov/Session/Bill/2025/262/BillText/er/PDF)
- c2, 2025-03-12: [HTML](https://www.flsenate.gov/Session/Bill/2025/262/BillText/c2/HTML), [PDF](https://www.flsenate.gov/Session/Bill/2025/262/BillText/c2/PDF)
- c1, 2025-02-20: [HTML](https://www.flsenate.gov/Session/Bill/2025/262/BillText/c1/HTML), [PDF](https://www.flsenate.gov/Session/Bill/2025/262/BillText/c1/PDF)
- Filed, 2025-01-14: [HTML](https://www.flsenate.gov/Session/Bill/2025/262/BillText/Filed/HTML), [PDF](https://www.flsenate.gov/Session/Bill/2025/262/BillText/Filed/PDF)

## Related bills

- HB 1427: Nursing Education Programs (vetoed)
- HB 1095: Criminal Offender Substance Abuse Program (vetoed)
- HB 6017: Recovery of Damages for Medical Negligence Resulting in Death (vetoed)
- HB 1445: Public Officers and Employees (vetoed)
- HB 11: Municipal Water and Sewer Utility Rates (vetoed)
- HB 5015: State Group Insurance (vetoed)

## Sources
- [er (HTML)](https://www.flsenate.gov/Session/Bill/2025/262/BillText/er/HTML)
- [er (PDF)](https://www.flsenate.gov/Session/Bill/2025/262/BillText/er/PDF)
- [c2 (HTML)](https://www.flsenate.gov/Session/Bill/2025/262/BillText/c2/HTML)
- [c2 (PDF)](https://www.flsenate.gov/Session/Bill/2025/262/BillText/c2/PDF)
- [c1 (HTML)](https://www.flsenate.gov/Session/Bill/2025/262/BillText/c1/HTML)
- [c1 (PDF)](https://www.flsenate.gov/Session/Bill/2025/262/BillText/c1/PDF)
- [Filed (HTML)](https://www.flsenate.gov/Session/Bill/2025/262/BillText/Filed/HTML)
- [Filed (PDF)](https://www.flsenate.gov/Session/Bill/2025/262/BillText/Filed/PDF)

## Related
- [HB 1427: Nursing Education Programs](https://policyrisk.com/state-bill/FL-HB1427-2025)
- [HB 1095: Criminal Offender Substance Abuse Program](https://policyrisk.com/state-bill/FL-HB1095-2025)
- [HB 6017: Recovery of Damages for Medical Negligence Resulting in Death](https://policyrisk.com/state-bill/FL-HB6017-2025)
- [HB 1445: Public Officers and Employees](https://policyrisk.com/state-bill/FL-HB1445-2025)
- [HB 11: Municipal Water and Sewer Utility Rates](https://policyrisk.com/state-bill/FL-HB11-2025)
- [HB 5015: State Group Insurance](https://policyrisk.com/state-bill/FL-HB5015-2025)
- [Florida bills](https://policyrisk.com/states/florida/bills)
- [Florida state hub](https://policyrisk.com/states/florida)
- [All state legislation](https://policyrisk.com/state-bills)

Source: PRIA, https://policyrisk.com/state-bill/FL-SB262-2025 (as of 2026-10-19).