(1) The method for determining incompetency specified by the trust instrument, as amended or restated. (2) A judicial determination of incompetency ...

The Attorney General is subject to the limitations on the rights of beneficiaries of revocable trusts provided by Sections 15800 to 15802, inclusive.

30 окт. 2024 г. · First, Probate Code section 15800 (b) (1) requires that trustees provide a copy of the trust to beneficiaries within 60 days of the last person ...

15800. (a) Except to the extent that the trust instrument otherwise provides or where the joint action of the settlor and all beneficiaries is required, during ...

(a) The person holding the power to revoke, and not the beneficiary, has the rights afforded beneficiaries under this division. (b) ...

18 апр. 2024 г. · Amendments to Probate Code 15800 in 2021 and 2022 alter the trustee's duties to successor and contingent beneficiaries when no person holding ...

In other words, the new Probate Code 15800(b)(2) establishes a new duty to account to remainder beneficiaries during the settlor's lifetime.

§ 15800. Limits on rights of beneficiary of revocable trust. Except to the extent that the trust instrument otherwise provides or where the joint action of the ...

24 июн. 2022 г. · Probate Code Section 15800 has been amended to require notice to beneficiaries upon the incapacity of the Settlor of a trust.

(a) A trustee shall provide a true and complete copy of the terms of the irrevocable trust, or irrevocable portion of the trust, to each of the following: (1) ...