Bill Summary
SB 262 Trusts (2025 Session)
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. Effective Date: Upon becoming a law
01/14/25
SENATE
Filed
01/29/25
SENATE
Referred to Judiciary; Community Affairs; Rules
02/10/25
SENATE
On Committee agenda - Judiciary, 02/18/25, 4:00 pm, 110 S
02/18/25
SENATE
Favorable with CS by Judiciary; 9 Yeas, 0 Nays
02/20/25
SENATE
Committee Substitute Text (C1) Filed
02/21/25
SENATE
Now in Community Affairs
03/06/25
SENATE
On Committee agenda - Community Affairs, 03/11/25, 4:00 pm, 37 S
03/11/25
SENATE
Favorable with CS by Community Affairs; 7 Yeas, 0 Nays
03/12/25
SENATE
Committee Substitute Text (C2) Filed
03/12/25
SENATE
Now in Rules
03/14/25
SENATE
On Committee agenda - Rules, 03/19/25, 11:30 am, 412 K
03/19/25
SENATE
Favorable by Rules; 25 Yeas, 0 Nays
03/19/25
SENATE
Placed on Calendar, on 2nd reading
03/25/25
SENATE
Placed on Special Order Calendar, 03/27/25
03/27/25
SENATE
Read Second Time; Read Third Time; Passed (Vote: 36 Yeas / 0 Nays); Immediately certified
03/27/25
HOUSE
In Messages
736.04117
736.08125
736.10085
736.111
736.1502
736.151

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