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Glossary of Legislative Terms

CS/SB 262: Trusts

GENERAL BILL by Judiciary ; Berman

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
 Last Action: 2/20/2025 Senate - Pending reference review under Rule 4.7(2) - (Committee Substitute)
Bill Text: Web Page | PDF
Senate Committee References:
  1. Judiciary (JU)
  2. Community Affairs (CA)
  3. Rules (RC)


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Bill History

Date Chamber Action
1/14/2025 Senate • Filed
1/29/2025 Senate • Referred to Judiciary; Community Affairs; Rules
2/10/2025 Senate • On Committee agenda-- Judiciary, 02/18/25, 4:00 pm, 110 Senate Building
2/18/2025 Senate • CS by Judiciary; YEAS 9 NAYS 0
2/20/2025 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)