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Glossary of Legislative Terms

CS/CS/SB 262: Trusts

GENERAL BILL by Community Affairs ; 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: 3/27/2025 House - In Messages
Bill Text: Web Page | PDF
Senate Committee References:
  1. Judiciary (JU)
  2. Community Affairs (CA)
  3. Rules (RC)

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  • Bill History

  • CS/CS/SB 262, Committee Substitute 2 (Current Bill Version) Posted 3/12/2025 at 2:47 PM

  • CS/SB 262, Committee Substitute 1 Posted 2/20/2025 at 8:13 AM

  • SB 262, Original Filed Version Posted 1/14/2025 at 5:14 PM