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Bill

SB 262

Trusts

2025 Regular Session Introduced by Lori Berman

SB 262 modifies Florida trust law provisions governing creation, management, and administration of trusts, now effective as Chapter 2025-159.

Chapter No. 2025-159
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Bill Summary · SB 262

Legislative bill overview

SB 262 modifies Florida's trust law, specifically addressing how trusts are created, managed, and administered. The bill has already been signed into law (Chapter 2025-159), indicating it successfully passed both chambers and received gubernatorial approval in June 2025.

Why is this important

Trust law changes affect estate planning, wealth management, and inheritance practices for Florida residents and out-of-state trusts doing business in Florida. These modifications can impact how families transfer assets, protect property, and maintain control over their estates during and after lifetime.

Potential points of contention

  • Scope of changes unclear - Without the specific statutory language, it's difficult to identify which trust provisions were modified and whether they expand or restrict beneficiary protections
  • Retroactive application questions - Whether changes apply to existing trusts or only newly created ones, which could create inconsistencies in trust administration
  • Professional impact - Estate attorneys and trust administrators may need to adjust practices; unclear provisions could increase litigation over trust interpretation

Compiled from official sources — confirm details with the bill’s official record.

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