California Probate Code

§ 16061.5

PROB § 16061.5 Effective Jan 1, 2011Div. 9 · Part 4 · Ch. 1 · Art. 3

Statute text

(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)Any beneficiary of the trust who requests it, and to any heir of a deceased settlor who requests it, when a revocable trust or any portion of a revocable trust becomes irrevocable because of the death of one or more of the settlors of the trust, when a power of appointment is effective or lapses upon the death of a settlor under the circumstances described in paragraph (3) of subdivision (a) of Section 16061.7, or because, by the express terms of the trust, the trust becomes irrevocable within one year of the death of a settlor because of a contingency related to the death of one or more of the settlors of the trust.

(2)Any beneficiary of the trust who requests it, whenever there is a change of trustee of an irrevocable trust.

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Legislative history

Amended by Stats. 2010, Ch. 621, Sec. 4. (SB 202) Effective January 1, 2011.