California Code
Probate Code - PROB
DIVISION 9 - TRUST LAW

PART 1 - GENERAL PROVISIONS

Section 15000. - 15000. This division shall be known and may be cited...

Section 15001. - 15001. Except as otherwise provided by statute: (a) This division...

Section 15002. - 15002. Except to the extent that the common law rules...

Section 15003. - 15003. (a) Nothing in this division affects the substantive law...

Section 15004. - 15004. Unless otherwise provided by statute, this division applies to...

PART 2 - CREATION, VALIDITY, MODIFICATION, AND TERMINATION OF TRUSTS

CHAPTER 1 - Creation and Validity of Trusts

Section 15200. - 15200. Subject to other provisions of this chapter, a trust...

Section 15201. - 15201. A trust is created only if the settlor properly...

Section 15202. - 15202. A trust is created only if there is trust...

Section 15203. - 15203. A trust may be created for any purpose that...

Section 15204. - 15204. A trust created for an indefinite or general purpose...

Section 15205. - 15205. (a) A trust, other than a charitable trust, is...

Section 15206. - 15206. A trust in relation to real property is not...

Section 15207. - 15207. (a) The existence and terms of an oral trust...

Section 15208. - 15208. Consideration is not required to create a trust, but...

Section 15209. - 15209. If a trust provides for one or more successor...

Section 15210. - 15210. A trust created pursuant to this chapter which relates...

Section 15211. - 15211. A trust for a noncharitable corporation or unincorporated society...

Section 15212. - 15212. (a) Subject to the requirements of this section, a...

CHAPTER 2 - Restrictions on Voluntary and Involuntary Transfers

Section 15300. - 15300. Except as provided in Sections 15304 to 15307, inclusive,...

Section 15301. - 15301. (a) Except as provided in subdivision (b) and in...

Section 15302. - 15302. Except as provided in Sections 15304 to 15307, inclusive,...

Section 15303. - 15303. (a) If the trust instrument provides that the trustee...

Section 15304. - 15304. (a) If the settlor is a beneficiary of a...

Section 15305. - 15305. (a) As used in this section, “support judgment” means...

Section 15305.5. - 15305.5. (a) As used in this section, “restitution judgment” means...

Section 15306. - 15306. (a) Notwithstanding any provision in the trust instrument, if...

Section 15306.5. - 15306.5. (a) Notwithstanding a restraint on transfer of the beneficiary’s...

Section 15307. - 15307. Notwithstanding a restraint on transfer of a beneficiary’s interest...

Section 15308. - 15308. Any order entered by a court under Section 15305,...

Section 15309. - 15309. A disclaimer or renunciation by a beneficiary of all...

CHAPTER 3 - Modification and Termination of Trusts

Section 15400. - 15400. Unless a trust is expressly made irrevocable by the...

Section 15401. - 15401. (a) A trust that is revocable by the settlor...

Section 15402. - 15402. Unless the trust instrument provides otherwise, if a trust...

Section 15403. - 15403. (a) Except as provided in subdivision (b), if all...

Section 15404. - 15404. (a) A trust may be modified or terminated by...

Section 15405. - 15405. For the purposes of Sections 15403 and 15404, the...

Section 15406. - 15406. In determining the class of beneficiaries whose consent is...

Section 15407. - 15407. (a) A trust terminates when any of the following...

Section 15408. - 15408. (a) On petition by a trustee or beneficiary, if...

Section 15409. - 15409. (a) On petition by a trustee or beneficiary, the...

Section 15410. - 15410. At the termination of a trust, the trust property...

Section 15411. - 15411. If the terms of two or more trusts are...

Section 15412. - 15412. On petition by a trustee or beneficiary, the court,...

Section 15413. - 15413. A trust provision, express or implied, that the trust...

Section 15414. - 15414. Notwithstanding any other provision in this chapter, if a...

PART 3 - TRUSTEES AND BENEFICIARIES

CHAPTER 1 - Trustees

ARTICLE 1 - General Provisions

Section 15600. - 15600. (a) The person named as trustee may accept the...

Section 15601. - 15601. (a) A person named as trustee may in writing...

Section 15602. - 15602. (a) A trustee is not required to give a...

Section 15603. - 15603. On application by the trustee, the court clerk shall...

Section 15604. - 15604. (a) Notwithstanding any other provision of law, a nonprofit...

ARTICLE 2 - Cotrustees

Section 15620. - 15620. Unless otherwise provided in the trust instrument, a power...

Section 15621. - 15621. Unless otherwise provided in the trust instrument, if a...

Section 15622. - 15622. Unless otherwise provided in the trust instrument, if a...

ARTICLE 3 - Resignation and Removal of Trustees

Section 15640. - 15640. A trustee who has accepted the trust may resign...

Section 15641. - 15641. The liability for acts or omissions of a resigning...

Section 15642. - 15642. (a) A trustee may be removed in accordance with...

Section 15643. - 15643. There is a vacancy in the office of trustee...

Section 15644. - 15644. When a vacancy has occurred in the office of...

Section 15645. - 15645. If the trustee of a trust that is not...

ARTICLE 4 - Appointment of Trustees

Section 15660. - 15660. (a) If the trust has no trustee or if...

Section 15660.5. - 15660.5. (a) The court may appoint as trustee of a...

ARTICLE 5 - Compensation and Indemnification of Trustees

Section 15680. - 15680. (a) Subject to subdivision (b), and except as provided...

Section 15681. - 15681. If the trust instrument does not specify the trustee’s...

Section 15682. - 15682. The court may fix an amount of periodic compensation...

Section 15683. - 15683. Unless the trust instrument otherwise provides or the trustees...

Section 15684. - 15684. A trustee is entitled to the repayment out of...

Section 15685. - 15685. The trustee has an equitable lien on the trust...

Section 15686. - 15686. (a) As used in this section, “trustee’s fee” includes,...

Section 15687. - 15687. (a) Notwithstanding any provision of a trust to the...

Section 15688. - 15688. Notwithstanding any other provision of this article and the...

CHAPTER 2 - Beneficiaries

Section 15800. - 15800. (a) Except to the extent that the trust instrument...

Section 15801. - 15801. (a) In any case where the consent of a...

Section 15802. - 15802. Notwithstanding any other statute, during the time that a...

Section 15803. - 15803. The holder of a presently exercisable general power of...

Section 15804. - 15804. (a) Subject to subdivisions (b) and (c), it is...

Section 15805. - 15805. Notwithstanding any other provision of law, the Attorney General...

PART 4 - TRUST ADMINISTRATION

CHAPTER 1 - Duties of Trustees

ARTICLE 1 - Trustee s Duties in General

Section 16000. - 16000. On acceptance of the trust, the trustee has a...

Section 16001. - 16001. (a) Except as provided in subdivision (b), the trustee...

Section 16002. - 16002. (a) The trustee has a duty to administer the...

Section 16003. - 16003. If a trust has two or more beneficiaries, the...

Section 16004. - 16004. (a) The trustee has a duty not to use...

Section 16004.5. - 16004.5. (a) A trustee may not require a beneficiary to...

Section 16005. - 16005. The trustee of one trust has a duty not...

Section 16006. - 16006. The trustee has a duty to take reasonable steps...

Section 16007. - 16007. The trustee has a duty to make the trust...

Section 16009. - 16009. The trustee has a duty to do the following:...

Section 16010. - 16010. The trustee has a duty to take reasonable steps...

Section 16011. - 16011. The trustee has a duty to take reasonable steps...

Section 16012. - 16012. (a) The trustee has a duty not to delegate...

Section 16013. - 16013. If a trust has more than one trustee, each...

Section 16014. - 16014. (a) The trustee has a duty to apply the...

Section 16015. - 16015. The provision of services for compensation by a regulated...

ARTICLE 2 - Trustee s Standard of Care

Section 16040. - 16040. (a) The trustee shall administer the trust with reasonable...

Section 16041. - 16041. A trustee’s standard of care and performance in administering...

Section 16042. - 16042. (a) Notwithstanding the requirements of this article, Article 2.5...

ARTICLE 2.5 - Uniform Prudent Investor Act

Section 16045. - 16045. This article, together with subdivision (a) of Section 16002...

Section 16046. - 16046. (a) Except as provided in subdivision (b), a trustee...

Section 16047. - 16047. (a) A trustee shall invest and manage trust assets...

Section 16048. - 16048. In making and implementing investment decisions, the trustee has...

Section 16049. - 16049. Within a reasonable time after accepting a trusteeship or...

Section 16050. - 16050. In investing and managing trust assets, a trustee may...

Section 16051. - 16051. Compliance with the prudent investor rule is determined in...

Section 16052. - 16052. (a) A trustee may delegate investment and management functions...

Section 16053. - 16053. The following terms or comparable language in the provisions...

Section 16054. - 16054. This article applies to trusts existing on and created...

ARTICLE 3 - Trustee s Duty to Report Information and Account to Beneficiaries

Section 16060. - 16060. The trustee has a duty to keep the beneficiaries...

Section 16060.5. - 16060.5. As used in this article, “terms of the trust”...

Section 16060.7. - 16060.7. On the request of a beneficiary, the trustee shall...

Section 16061. - 16061. Except as provided in Section 16069, on reasonable request...

Section 16061.5. - 16061.5. (a) A trustee shall provide a true and complete...

Section 16061.7. - 16061.7. (a) A trustee shall serve a notification by the...

Section 16061.8. - 16061.8. A person upon whom the notification by the trustee...

Section 16061.9. - 16061.9. (a) A trustee who fails to serve the notification...

Section 16062. - 16062. (a) Except as otherwise provided in this section and...

Section 16063. - 16063. (a) An account furnished pursuant to Section 16062 shall...

Section 16064. - 16064. The trustee is not required to account to a...

Section 16068. - 16068. Any waiver by a settlor of the obligation of...

Section 16069. - 16069. (a) The trustee is not required to account to...

ARTICLE 4 - Duties With Regard to Discretionary Powers

Section 16080. - 16080. Except as provided in Section 16081, a discretionary power...

Section 16081. - 16081. (a) Subject to the additional requirements of subdivisions (b),...

Section 16082. - 16082. Except as otherwise specifically provided in the trust instrument,...

ARTICLE 5 - Duties of Trustees of Private Foundations, Charitable Trusts, and Split-Interest Trusts

Section 16100. - 16100. As used in this article, the following definitions shall...

Section 16101. - 16101. During any period when a trust is deemed to...

Section 16102. - 16102. During any period when a trust is deemed to...

Section 16103. - 16103. With respect to split-interest trusts: (a) Subdivisions (b) and...

Section 16104. - 16104. The provisions of Sections 16101, 16102, and 16103 shall...

Section 16105. - 16105. (a) A proceeding contemplated by Section 101(l)(3) of the...

Section 16106. - 16106. (a) On and after July 1, 2022, a trustee...

CHAPTER 2 - Powers of Trustees

ARTICLE 1 - General Provisions

Section 16200. - 16200. A trustee has the following powers without the need...

Section 16201. - 16201. This chapter does not affect the power of a...

Section 16202. - 16202. The grant of a power to a trustee, whether...

Section 16203. - 16203. An instrument that incorporates the powers provided in former...

ARTICLE 2 - Specific Powers of Trustees

Section 16220. - 16220. The trustee has the power to collect, hold, and...

Section 16221. - 16221. The trustee has the power to accept additions to...

Section 16222. - 16222. (a) Subject to subdivision (b), the trustee has the...

Section 16224. - 16224. (a) In the absence of an express provision to...

Section 16225. - 16225. (a) The trustee has the power to deposit trust...

Section 16226. - 16226. The trustee has the power to acquire or dispose...

Section 16227. - 16227. The trustee has the power to manage, control, divide,...

Section 16228. - 16228. The trustee has the power to encumber, mortgage, or...

Section 16229. - 16229. The trustee has the power to do any of...

Section 16230. - 16230. The trustee has the power to do any of...

Section 16231. - 16231. The trustee has the power to enter into a...

Section 16232. - 16232. The trustee has the power to enter into a...

Section 16233. - 16233. The trustee has the power to grant an option...

Section 16234. - 16234. With respect to any shares of stock of a...

Section 16235. - 16235. The trustee has the power to pay calls, assessments,...

Section 16236. - 16236. The trustee has the power to sell or exercise...

Section 16237. - 16237. The trustee has the power to consent, directly or...

Section 16238. - 16238. The trustee has the power to hold a security...

Section 16239. - 16239. The trustee has the power to deposit securities in...

Section 16240. - 16240. The trustee has the power to insure the property...

Section 16241. - 16241. The trustee has the power to borrow money for...

Section 16242. - 16242. The trustee has the power to do any of...

Section 16243. - 16243. The trustee has the power to pay taxes, assessments,...

Section 16244. - 16244. The trustee has the following powers: (a) To make...

Section 16245. - 16245. The trustee has the power to pay any sum...

Section 16246. - 16246. The trustee has the power to effect distribution of...

Section 16247. - 16247. The trustee has the power to hire persons, including...

Section 16248. - 16248. The trustee has the power to execute and deliver...

Section 16249. - 16249. The trustee has the power to prosecute or defend...

CHAPTER 3 - Uniform Principal and Income Act

ARTICLE 1 - Short Title and Definitions

Section 16320. - 16320. This chapter may be cited as the Uniform Principal...

Section 16321. - 16321. The definitions in this article govern the construction of...

Section 16322. - 16322. “Accounting period” means a calendar year unless another 12-month...

Section 16323. - 16323. “Fiduciary” means a personal representative or a trustee. (Added...

Section 16324. - 16324. “Income” means money or property that a fiduciary receives...

Section 16325. - 16325. “Income beneficiary” means a person to whom net income...

Section 16326. - 16326. “Income interest” means the right of an income beneficiary...

Section 16327. - 16327. “Mandatory income interest” means the right of an income...

Section 16328. - 16328. “Net income” means the total receipts allocated to income...

ARTICLE 2 - General Provisions and Fiduciary Duties

Section 16335. - 16335. (a) In allocating receipts and disbursements to or between...

Section 16336. - 16336. (a) Subject to subdivision (b), a trustee may make...

Section 16336.4. - 16336.4. (a) Unless expressly prohibited by the governing instrument, a...

Section 16336.5. - 16336.5. (a) The trustee may convert a trust into a...

Section 16336.6. - 16336.6. Unless expressly prohibited by the governing instrument, a trustee...

Section 16336.7. - 16336.7. (a) Sections 16336.4 to 16336.6, inclusive, shall not impose...

Section 16337. - 16337. A trustee may give a notice of proposed action...

Section 16338. - 16338. In a proceeding with respect to a trustee’s exercise...

Section 16339. - 16339. This chapter applies to every trust or decedent’s estate...

ARTICLE 3 - Decedent s Estate or Terminating Income Interest

Section 16340. - 16340. After the decedent’s death, in the case of a...

Section 16341. - 16341. (a) Each beneficiary described in subdivision (d) of Section...

ARTICLE 4 - Apportionment at Beginning and End of Income Interest

Section 16345. - 16345. (a) An income beneficiary is entitled to net income...

Section 16346. - 16346. (a) A trustee shall allocate an income receipt or...

Section 16347. - 16347. (a) For the purposes of this section, “undistributed income”...

ARTICLE 5.1 - Allocation of Receipts During Administration of Trust: Receipts From Entities

Section 16350. - 16350. (a) As used in this section, “entity” shall mean...

Section 16351. - 16351. A trustee shall allocate to income an amount received...

Section 16352. - 16352. (a) If a trustee who conducts a business or...

ARTICLE 5.2 - Allocation of Receipts During Administration of Trust: Receipts Not Normally Apportioned

Section 16355. - 16355. A trustee shall allocate to principal: (a) To the...

Section 16356. - 16356. Unless the trustee accounts for receipts from rental property...

Section 16357. - 16357. (a) An amount received as interest, whether determined at...

Section 16358. - 16358. (a) Except as otherwise provided in subdivision (b), a...

ARTICLE 5.3 - Allocation of Receipts During Administration of Trust: Receipts Normally Apportioned

Section 16360. - 16360. (a) If a trustee determines that an allocation between...

Section 16361. - 16361. (a) For purposes of this section, the following terms...

Section 16361.1. - 16361.1. Section 16361, as amended by the act adding this...

Section 16362. - 16362. (a) In this section, “liquidating asset” means an asset...

Section 16363. - 16363. (a) To the extent that a trustee accounts for...

Section 16364. - 16364. (a) To the extent that a trustee accounts for...

Section 16365. - 16365. (a) If a marital deduction is allowed for all...

Section 16366. - 16366. (a) In this section, “derivative” means a contract or...

Section 16367. - 16367. (a) In this section, “asset-backed security” means an asset...

ARTICLE 6 - Allocation of Disbursements During Administration of Trust

Section 16370. - 16370. A trustee shall make the following disbursements from income...

Section 16371. - 16371. (a) A trustee shall make the following disbursements from...

Section 16372. - 16372. (a) For purposes of this section, “depreciation” means a...

Section 16373. - 16373. (a) If a trustee makes or expects to make...

Section 16374. - 16374. (a) A tax required to be paid by a...

Section 16374.5. - 16374.5. Unless otherwise provided by the governing instrument, determined by...

Section 16375. - 16375. (a) A fiduciary may make adjustments between principal and...

CHAPTER 4 - Liability of Trustees to Beneficiaries

ARTICLE 1 - Liability for Breach of Trust

Section 16400. - 16400. A violation by the trustee of any duty that...

Section 16401. - 16401. (a) Except as provided in subdivision (b), the trustee...

Section 16402. - 16402. (a) Except as provided in subdivision (b), a trustee...

Section 16403. - 16403. (a) Except as provided in subdivision (b), a successor...

ARTICLE 2 - Remedies for Breach of Trust

Section 16420. - 16420. (a) If a trustee commits a breach of trust,...

Section 16421. - 16421. The remedies of a beneficiary against the trustee are...

ARTICLE 3 - Measure of Liability for Breach of Trust

Section 16440. - 16440. (a) If the trustee commits a breach of trust,...

Section 16441. - 16441. (a) If the trustee is liable for interest pursuant...

Section 16442. - 16442. The provisions in this article for liability of a...

ARTICLE 4 - Limitations and Exculpation

Section 16460. - 16460. (a) Unless a claim is previously barred by adjudication,...

Section 16461. - 16461. (a) Except as provided in subdivision (b), (c), or...

Section 16462. - 16462. (a) Notwithstanding Section 16461, a trustee of a revocable...

Section 16463. - 16463. (a) Except as provided in subdivisions (b) and (c),...

Section 16464. - 16464. (a) Except as provided in subdivision (b), a beneficiary...

Section 16465. - 16465. (a) Except as provided in subdivision (b), if the...

CHAPTER 5 - Notice of Proposed Action by Trustee

Section 16500. - 16500. Subject to subdivision (d) of Section 16501, a trustee...

Section 16501. - 16501. (a) The trustee who elects to provide notice pursuant...

Section 16502. - 16502. The notice of proposed action shall state that it...

Section 16503. - 16503. (a) A beneficiary may object to the proposed action...

Section 16504. - 16504. This chapter does not require a trustee to use...

PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS

CHAPTER 1 - Jurisdiction and Venue

Section 17000. - 17000. (a) The superior court having jurisdiction over the trust...

Section 17001. - 17001. In proceedings commenced pursuant to this division, the court...

Section 17002. - 17002. (a) The principal place of administration of the trust...

Section 17003. - 17003. Subject to Section 17004: (a) By accepting the trusteeship...

Section 17004. - 17004. The court may exercise jurisdiction in proceedings under this...

Section 17005. - 17005. (a) The proper county for commencement of a proceeding...

Section 17006. - 17006. There is no right to a jury trial in...

CHAPTER 2 - Notice

Section 17100. - 17100. Except as otherwise provided in this division, notice in...

Section 17105. - 17105. A petitioner or other person required to give notice...

CHAPTER 3 - Proceedings Concerning Trusts

Section 17200. - 17200. (a) Except as provided in Section 15800, a trustee...

Section 17200.1. - 17200.1. All proceedings concerning the transfer of property of the...

Section 17201. - 17201. A proceeding under this chapter is commenced by filing...

Section 17201.1. - 17201.1. A petitioner in a proceeding under Section 17200 may...

Section 17202. - 17202. The court may dismiss a petition if it appears...

Section 17203. - 17203. (a) At least 30 days before the time set...

Section 17204. - 17204. (a) If proceedings involving a trust are pending, a...

Section 17205. - 17205. If a trustee or beneficiary has served and filed...

Section 17206. - 17206. The court in its discretion may make any orders...

Section 17209. - 17209. The administration of trusts is intended to proceed expeditiously...

Section 17210. - 17210. In a case involving a charitable trust subject to...

Section 17211. - 17211. (a) If a beneficiary contests the trustee’s account and...

CHAPTER 4 - Testamentary Trusts Subject to Continuing Court Jurisdiction

ARTICLE 1 - Administration of Testamentary Trusts Subject to Continuing Court Jurisdiction

Section 17300. - 17300. This article applies only to the following: (a) A...

Section 17301. - 17301. If a trust described in Section 17300 continues after...

Section 17302. - 17302. Except as otherwise provided in this article, proceedings relating...

Section 17303. - 17303. This article does not apply to a trust described...

Section 17304. - 17304. (a) At any time after final distribution of the...

ARTICLE 2 - Removal of Trusts From Continuing Court Jurisdiction

Section 17350. - 17350. This article applies only to trusts created by will...

Section 17351. - 17351. (a) If any of the trustees of a trust...

Section 17352. - 17352. (a) If none of the trustees of a trust...

Section 17353. - 17353. If a trust company is appointed as a successor...

Section 17354. - 17354. After a trust is removed from continuing court jurisdiction...

CHAPTER 5 - Transfer of Trust to Another Jurisdiction

Section 17400. - 17400. (a) This chapter applies to all of the following:...

Section 17401. - 17401. (a) The court may make an order for the...

Section 17402. - 17402. The petition for transfer shall set forth all of...

Section 17403. - 17403. (a) At least 30 days before the time set...

Section 17404. - 17404. The court may, in its discretion, grant the petition...

Section 17405. - 17405. If a transfer is ordered under this chapter, the...

CHAPTER 6 - Transfer of Trust From Another Jurisdiction

Section 17450. - 17450. (a) This chapter applies to a trust, or portion...

Section 17451. - 17451. (a) The court may make an order accepting the...

Section 17452. - 17452. (a) If the petition requests that a resident of...

Section 17453. - 17453. The petition for transfer shall set forth all of...

Section 17454. - 17454. (a) At least 30 days before the time set...

Section 17455. - 17455. (a) The court may, in its discretion, grant the...

Section 17456. - 17456. If appropriate to facilitate transfer of the trust property...

Section 17457. - 17457. A trust transferred to this state pursuant to this...

PART 6 - RIGHTS OF THIRD PERSONS

CHAPTER 1 - Liability of Trustee to Third Persons

Section 18000. - 18000. (a) Unless otherwise provided in the contract or in...

Section 18001. - 18001. A trustee is personally liable for obligations arising from...

Section 18002. - 18002. A trustee is personally liable for torts committed in...

Section 18003. - 18003. (a) A cotrustee who does not join in exercising...

Section 18004. - 18004. A claim based on a contract entered into by...

Section 18005. - 18005. The question of liability as between the trust estate...

CHAPTER 2 - Protection of Third Persons

Section 18100. - 18100. With respect to a third person dealing with a...

Section 18100.5. - 18100.5. (a) The trustee may present a certification of trust...

Section 18101. - 18101. A third person who acts in good faith is...

Section 18102. - 18102. If a third person acting in good faith and...

Section 18103. - 18103. If an express trust relating to real property is...

Section 18104. - 18104. (a) If an interest in or lien or encumbrance...

Section 18105. - 18105. If title to an interest in real property is...

Section 18106. - 18106. (a) A document establishing the fact of change of...

Section 18107. - 18107. A document establishing the change of a trustee recorded...

Section 18108. - 18108. Any person whose interest is, or may be, affected...

CHAPTER 3 - Rights of Creditors of Settlor

Section 18200. - 18200. If the settlor retains the power to revoke the...

Section 18201. - 18201. Any settlor whose trust property is subject to the...

PART 7 - UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT

Section 18501. - 18501. This part may be cited as the Uniform Prudent...

Section 18502. - 18502. As used in this part, the following terms shall...

Section 18503. - 18503. (a) Subject to the intent of a donor expressed...

Section 18504. - 18504. (a) Subject to the intent of a donor expressed...

Section 18505. - 18505. (a) Subject to any specific limitation set forth in...

Section 18506. - 18506. (a) If the donor consents in a record, an...

Section 18507. - 18507. Compliance with this part is determined in light of...

Section 18508. - 18508. This part applies to institutional funds existing on or...

Section 18509. - 18509. This part modifies, limits, and supersedes the Electronic Signatures...

Section 18510. - 18510. In applying and construing this uniform act, consideration must...

PART 8 - PAYMENT OF CLAIMS, DEBTS, AND EXPENSES FROM REVOCABLE TRUST OF DECEASED SETTLOR

CHAPTER 1 - General Provisions

Section 19000. - 19000. As used in this part: (a) “Claim” means a...

Section 19001. - 19001. (a) Upon the death of a settlor, the property...

Section 19002. - 19002. (a) Except as expressly provided, this part shall not...

Section 19003. - 19003. (a) At any time following the death of the...

Section 19004. - 19004. If the trustee files, publishes, and serves notice as...

Section 19005. - 19005. The trustee may at any time pay, reject, or...

Section 19006. - 19006. (a) If a trustee of a trust established by...

Section 19007. - 19007. Nothing in this part shall determine the liability of...

Section 19008. - 19008. If there is no proceeding to administer the probate...

Section 19009. - 19009. Nothing in this part shall be construed to permit...

Section 19010. - 19010. Nothing in this part imposes any duty on the...

Section 19011. - 19011. (a) The Judicial Council may prescribe the form and...

Section 19012. - 19012. (a) This part applies to claims against any deceased...

CHAPTER 2 - Petition for Approval and Settlement of Claims Against Deceased Settlor

Section 19020. - 19020. At any time after the filing and first publication...

Section 19021. - 19021. The petition shall be filed in that county as...

Section 19022. - 19022. (a) A proceeding under this chapter is commenced by...

Section 19023. - 19023. At least 30 days before the time set for...

Section 19024. - 19024. At least 30 days before the time set for...

Section 19025. - 19025. (a) If any creditor, beneficiary, or trustee fails timely...

Section 19026. - 19026. The court may dismiss a petition if it appears...

Section 19027. - 19027. (a) The court in its discretion may make any...

Section 19029. - 19029. The court may, on its own motion or on...

Section 19030. - 19030. In a case involving a charitable trust subject to...

CHAPTER 3 - Publication of Notice

Section 19040. - 19040. (a) Publication of notice pursuant to this section shall...

Section 19041. - 19041. The Legislature finds and declares that to be most...

CHAPTER 4 - Actual Notice to Creditors

Section 19050. - 19050. Except as provided in Section 19054, if the trustee...

Section 19051. - 19051. The notice shall be given before expiration of the...

Section 19052. - 19052. The notice shall be in substantially the following form:...

Section 19053. - 19053. (a) If the trustee believes that notice to a...

Section 19054. - 19054. Notwithstanding Section 19050, the trustee need not give notice...

CHAPTER 5 - Time for Filing Claims

Section 19100. - 19100. (a) A creditor shall file a claim before expiration...

Section 19101. - 19101. A vacancy in the office of the trustee that...

Section 19102. - 19102. A claim that is filed before expiration of the...

Section 19103. - 19103. (a) Except as provided in subdivision (b), upon petition...

Section 19104. - 19104. (a) Subject to subdivision (b), if a claim is...

CHAPTER 6 - Filing of Claims

Section 19150. - 19150. (a) A claim may be filed by the creditor...

Section 19151. - 19151. (a) A claim shall be supported by the affidavit...

Section 19152. - 19152. (a) If a claim is based on a written...

Section 19153. - 19153. The Judicial Council may adopt a claim form which...

Section 19154. - 19154. (a) Notwithstanding any other provision of this part, if...

CHAPTER 7 - Claims by Public Entities

Section 19200. - 19200. (a) Except as provided in this chapter, a claim...

Section 19201. - 19201. (a) Notwithstanding any other statute, if a claim of...

Section 19202. - 19202. (a) If the trustee knows or has reason to...

Section 19203. - 19203. If property in the trust is distributed before expiration...

Section 19204. - 19204. Nothing in this chapter shall be construed to affect...

Section 19205. - 19205. This chapter does not apply to liability for the...

CHAPTER 8 - Allowance and Rejection of Claims

Section 19250. - 19250. When a claim is filed, the trustee shall allow...

Section 19251. - 19251. (a) Any allowance or rejection shall be in writing....

Section 19252. - 19252. The trustee shall have the power to pay any...

Section 19253. - 19253. (a) A claim barred by the statute of limitations...

Section 19254. - 19254. If within 30 days after a claim is filed...

Section 19255. - 19255. (a) A rejected claim is barred as to the...

CHAPTER 9 - Claims Established by Judgment

Section 19300. - 19300. (a) Except as provided in Section 19303, after the...

Section 19301. - 19301. When a money judgment against a trustee in a...

Section 19302. - 19302. (a) Notwithstanding the death of the settlor, a judgment...

Section 19303. - 19303. If trust property of the deceased settlor is subject...

Section 19304. - 19304. (a) An attachment lien may be converted into a...

CHAPTER 10 - Allocation of Debts Between Trust and Surviving Spouse

Section 19320. - 19320. If it appears that a debt of the deceased...

Section 19321. - 19321. A petition under Section 19320 shall include a statement...

Section 19322. - 19322. If it appears from the petition under Section 19320...

Section 19323. - 19323. (a) At least 30 days before the time set...

Section 19324. - 19324. (a) The trustee, the personal representative, if any, of...

Section 19325. - 19325. On making a determination as provided in this chapter,...

Section 19326. - 19326. Notwithstanding any other statute, funeral expenses and expenses of...

CHAPTER 11 - Liability of Settlor s Surviving Spouse

Section 19330. - 19330. If proceedings are commenced under this part for the...

CHAPTER 12 - Distributee Liability

Section 19400. - 19400. Subject to Section 366.2 of the Code of Civil...

Section 19401. - 19401. Subject to Section 19402, if the trustee filed a...

Section 19402. - 19402. (a) In any action under this chapter, subject to...

Section 19403. - 19403. Nothing in this chapter affects the rights of a...

PART 9 - Uniform Trust Decanting Act

Section 19501. - 19501. This part may be cited as the Uniform Trust...

Section 19502. - 19502. For purposes of this part: (a) “Appointive property” means...

Section 19503. - 19503. (a) Except as otherwise provided in subdivisions (b) and...

Section 19504. - 19504. (a) In exercising the decanting power, an authorized fiduciary...

Section 19505. - 19505. This part applies to a trust created before, on,...

Section 19507. - 19507. (a) In this section, a notice period begins on...

Section 19508. - 19508. (a) Notice to a person with authority to represent...

Section 19509. - 19509. (a) On application of an authorized fiduciary, a person...

Section 19510. - 19510. An exercise of the decanting power shall be made...

Section 19511. - 19511. (a) For purposes of this section: (1) “Noncontingent right”...

Section 19512. - 19512. (a) For purposes of this section, “limited distributive discretion”...

Section 19513. - 19513. (a) For purposes of this section: (1) “Beneficiary with...

Section 19514. - 19514. (a) For purposes of this section: (1) “Determinable charitable...

Section 19515. - 19515. (a) An authorized fiduciary may not exercise the decanting...

Section 19516. - 19516. (a) If a first trust instrument specifies an authorized...

Section 19517. - 19517. (a) Except as otherwise provided in this section, a...

Section 19518. - 19518. An authorized fiduciary may not exercise the decanting power...

Section 19519. - 19519. (a) For purposes of this section: (1) “Grantor trust”...

Section 19520. - 19520. (a) Subject to subdivision (b), a second trust may...

Section 19521. - 19521. An authorized fiduciary may exercise the decanting power whether...

Section 19522. - 19522. (a) If exercise of the decanting power would be...

Section 19523. - 19523. (a) For purposes of this section: (1) “Animal trust”...

Section 19524. - 19524. A reference in this code to a trust instrument...

Section 19525. - 19525. (a) For purposes of the law of this state...

Section 19526. - 19526. (a) Except as otherwise provided in subdivision (c), if...

Section 19527. - 19527. A debt, liability, or other obligation enforceable against property...

Section 19529. - 19529. This part does not limit a trustee’s ability to...

Section 19530. - 19530. The provisions of this part are severable. If any...