California Probate Code

§ 16069

PROB § 16069 Effective Jan 1, 2022Div. 9 · Part 4 · Ch. 1 · Art. 3

Statute text

(a)The trustee is not required to account to the beneficiary, provide the terms of the trust to a beneficiary, or provide requested information to the beneficiary pursuant to Section 16061, in any of the following circumstances:

(1)In the case of a beneficiary of a revocable trust, as provided in subdivision (a) of Section 15800, for the period when the trust may be revoked.

(2)If the beneficiary and the trustee are the same person.

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Legislative history

Amended by Stats. 2021, Ch. 749, Sec. 2. (AB 1079) Effective January 1, 2022.