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Claims against a person who dies before the limitations period runs
Code Civ. Proc. §366.2 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Exemption: life insurance, endowment and annuity policies
Code Civ. Proc. §704.100 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Exemption: retirement plans
Code Civ. Proc. §704.115 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Voidable transfers: actual intent or lack of reasonably equivalent value
Civ. Code §3439.04 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Voidable transfers as to present creditors
Civ. Code §3439.05 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Accounts filed with the court
Prob. Code §1060 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Restraint on transfer of income
Prob. Code §15300 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Restraint on transfer of principal
Prob. Code §15301 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Discretionary trusts and transferees or creditors
Prob. Code §15303 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
A settlor-beneficiary's restraint is invalid against the settlor's creditors
Prob. Code §15304 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Support judgments against a beneficiary's interest
Prob. Code §15305 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Restitution judgments against a beneficiary's interest
Prob. Code §15305.5 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Reimbursement of public support
Prob. Code §15306 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
A judgment creditor's limited reach to payments
Prob. Code §15306.5 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Amounts beyond a beneficiary's support needs
Prob. Code §15307 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty to administer the trust
Prob. Code §16000 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty of loyalty
Prob. Code §16002 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty to deal impartially with beneficiaries
Prob. Code §16003 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Self-dealing and conflicts of interest
Prob. Code §16004 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
No release as a condition of a required distribution
Prob. Code §16004.5 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty to take control of and preserve trust property
Prob. Code §16006 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty to keep trust property separate and designated
Prob. Code §16009 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty not to delegate
Prob. Code §16012 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Standard of care
Prob. Code §16040 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
The Uniform Prudent Investor Act
Prob. Code §16045 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Prudent investment: the standard
Prob. Code §16047 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Review of the trust assets after acceptance
Prob. Code §16049 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Delegation of investment and management functions
Prob. Code §16052 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty to keep beneficiaries reasonably informed
Prob. Code §16060 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
The terms of the trust on a beneficiary's request
Prob. Code §16060.7 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Requested information about the administration
Prob. Code §16061 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
A copy of the terms of an irrevocable trust on request
Prob. Code §16061.5 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Time to contest a trust after the notification
Prob. Code §16061.8 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty to account
Prob. Code §16062 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Contents of an account
Prob. Code §16063 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Exceptions to the duty to account
Prob. Code §16064 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
A settlor's waiver of the terms and information rights is void
Prob. Code §16068 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
When no account, terms or information is owed
Prob. Code §16069 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Discretionary powers exercised reasonably
Prob. Code §16080 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Absolute, sole or uncontrolled discretion
Prob. Code §16081 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
General powers of the trustee
Prob. Code §16200 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Power to hire advisers and agents
Prob. Code §16247 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Power to prosecute or defend actions
Prob. Code §16249 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Short title: the Uniform Fiduciary Income and Principal Act
Prob. Code §16320 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Limitation on claims for breach of trust
Prob. Code §16460 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Exculpation and the instrument's objection procedure
Prob. Code §16461 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
The California Uniform Directed Trust Act
Prob. Code §16600 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
What the directed trust act does not cover
Prob. Code §16606 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Power of direction granted by the terms of a trust
Prob. Code §16608 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Limits on a trust director's powers
Prob. Code §16610 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Duty of a directed trustee
Prob. Code §16614 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Information between trustee and trust director
Prob. Code §16616 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
No duty to monitor or advise
Prob. Code §16618 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Revocable trust property and the settlor's creditors
Prob. Code §18200 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Revocable trust property and the deceased settlor's claims and expenses
Prob. Code §19001 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Short title: the Uniform Trust Decanting Act
Prob. Code §19501 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Decanting under expanded distributive discretion
Prob. Code §19511 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Decanting under limited distributive discretion
Prob. Code §19512 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Medi-Cal estate recovery
Welf. & Inst. Code §14009.5 ↗Eksplikasyon klè e senp; tèks egzak lwa a poko ateste nan bibliyotèk nou an. Gade lwa ofisyèl la nan lyen ki anwo a.
Dat limit administratè California: sa lwa yo prevwa
Verifye ak California Statutes yo nan dat 2026-10-06. Enfòmasyon jeneral, pa konsèy legal; tèks ofisyèl la ki kòmande.
| Kilè | Delè | Sa lwa a prevwa | Bay kiyès | Lwa |
|---|---|---|---|---|
| You learn you are named successor trustee | No fixed day-count. Not accepting within a reasonable time after learning of being named is a rejection of the trust. | Accept the trust by signing the instrument or a separate written acceptance, or by knowingly exercising powers or performing duties; or reject it in writing. Where trust property is at immediate risk, the section lets a named trustee act to preserve it without accepting, if a written rejection follows within a reasonable time. | — | Prob. Code §15600, §15601 ↗ |
| You accept | At once and throughout; no day-count. | Administer the trust according to the trust instrument and, except to the extent the instrument provides otherwise, according to the Trust Law. | — | Prob. Code §16000 ↗ |
| You accept | At once and throughout; no day-count. | Take reasonable steps under the circumstances to take and keep control of and to preserve the trust property. | — | Prob. Code §16006 ↗ |
| You accept, or trust assets come to you | Within a reasonable time; the section gives no day-count. | Review the trust assets and make and carry out decisions about keeping or disposing of them, to bring the portfolio into line with the trust's purposes, terms and distribution requirements and the prudent investor rule. | — | Prob. Code §16049 ↗ |
| A settlor's death makes the trust, or a part of it, irrevocable | Not later than 60 days after the death. Where the office of trustee was vacant at the death, or the death made it vacant, the 60 days run from the day the new trustee begins to serve. | The statute provides for a notification by trustee to each beneficiary and to each heir of the deceased settlor, served by mail or personal delivery to the last known address (§1215). Its contents are listed in subdivision (g), and for a death it carries the contest warning of subdivision (h), in English, in a separate paragraph in boldface. | Each beneficiary and each heir of the deceased settlor | Prob. Code §16061.7(a)(1), (f) ↗ |
| The trustee of an irrevocable trust changes | Not later than 60 days after the change. | The notification by trustee goes to each beneficiary on a change of trustee of an irrevocable trust; the contest warning applies only to the death events. | Each beneficiary | Prob. Code §16061.7(a)(2), (f) ↗ |
| You learn of a person entitled to the notification who was not known at the event | Not later than 60 days after you become aware of the person. | The 60 days run separately for a beneficiary or heir the trustee did not know of when the event occurred. | The person newly known | Prob. Code §16061.7(f) ↗ |
| The notification is served on a recipient | 120 days after service, or 60 days after a copy of the terms is delivered during that 120-day period, whichever is later. | The period in which that recipient may bring an action to contest the trust. The period runs for each recipient from that recipient's own service date; the file records the dates and concludes nothing about them. | — | Prob. Code §16061.8 ↗ |
| A beneficiary, or after a settlor's death an heir, asks for the terms of the irrevocable trust | The section names no day-count; a beneficiary may petition the court to compel a copy of the terms (§17200(b)(7)(A)). | Provide a true and complete copy of the terms of the irrevocable trust, or its irrevocable portion, to the person who asks, as the section provides. | The beneficiary or heir who asks | Prob. Code §16061.5 ↗ |
| A beneficiary makes a reasonable request for information about the administration | The section names no day-count. Where requested information is not provided within 60 days after a reasonable written request, and none was provided in the six months before it, the beneficiary may petition to compel it (§17200(b)(7)(B)). | Report the requested information relating to the administration of the trust that is relevant to the beneficiary's interest; the duty to keep beneficiaries reasonably informed is §16060. | The beneficiary who asks | Prob. Code §16061 ↗ |
| Each accounting period; the trust's termination; a change of trustee | At least annually, at the termination of the trust, and on a change of trustee. Where a requested account is not given within 60 days after a written request, and none was made in the six months before it, the beneficiary may petition to compel it (§17200(b)(7)(C)). | Account to each beneficiary to whom income or principal is required or authorized in the trustee's discretion to be currently distributed, with the contents §16063 lists. The exceptions and waivers are §16064; instruments executed before July 1, 1987 are excepted as the section states. | The current beneficiaries the section names | Prob. Code §16062 ↗ |
| While the trust is revocable, you receive information establishing that the last person holding the power to revoke is not competent | Within 60 days of receiving that information. | Give notice that the subdivision applies, with a true and complete copy of the trust instrument and any amendments, to each beneficiary the trustee would be required or authorized to pay had the settlor died on that date. Incompetency is established by the instrument's method or a court's determination (subdivision (c)). | The beneficiaries the subdivision names | Prob. Code §15800(b) ↗ |
| A death transfers an interest in California real property, including property held in the trust | Within 150 days after the date of death. For property in a probate estate, the personal representative files at or before the filing of the inventory and appraisal. | The trustee, where the property was held in trust, files a change in ownership statement with the county recorder or assessor in each county where the decedent owned real property. | The county recorder or assessor | Rev. & Tax. Code §480(b) ↗ |
| A settlor dies who received Medi-Cal, or who was the surviving spouse of a person who did | Not later than 90 days after the date of death. The Department then has four months after the notice to file a claim (§19202(b)). | A trustee who knows or has reason to believe the settlor received that care gives the Director of Health Care Services notice of the death, with a copy of the death certificate, at the Director's Sacramento office, in the manner §215 provides. | The Director of Health Care Services | Prob. Code §19202, §215 ↗ |
| The decedent dies | One year after the date of death, in place of the period that would otherwise apply. | The period within which an action on a liability of the decedent may be brought when the claim survives the death — a period the trust's file records, not a step the trustee takes. | — | Code Civ. Proc. §366.2 ↗ |
| You choose the optional trust-side creditor procedure and publish the notice | A creditor files before the later of four months after the first publication or 60 days after actual notice is mailed or delivered; neither extends the one-year period of Code Civ. Proc. §366.2. | The trust-side procedure (§§19000–19403) is optional and separate from probate: publication of the notice to creditors for at least 15 days (§19040), then the claim period §19100 sets. | The settlor's creditors | Prob. Code §19040, §19100 ↗ |
| You choose to give notice of a proposed action | The notice names an objection period of at least 45 days from its delivery or receipt. | An optional notice of a proposed action, with the contents the section lists; a beneficiary may object within the stated period (§§16500–16504). | The beneficiaries the procedure names | Prob. Code §16502 ↗ |
| An authorized fiduciary intends to exercise a decanting power | Notice not later than 60 days before the exercise; the notice period ends 59 days after the day notice is given. | Give notice of the intended exercise to the persons the section lists — among them each settlor living, each qualified beneficiary of the first trust and each other fiduciary — under the Uniform Trust Decanting Act (§§19501–19530). | The persons the section lists | Prob. Code §19507 ↗ |
| The trust's principal is worth $100,000 or less | No day-count. | Where the fair market value of the principal does not exceed $100,000, the trustee has the power to terminate the trust; above that, a court may terminate or modify an uneconomic trust on a trustee's or beneficiary's petition (subdivision (a)). | — | Prob. Code §15408(b) ↗ |
| You propose to resign | As the instrument provides, with the consents the section names, or with the court's approval; no day-count. | Resign by one of the section's methods; liability for acts before the resignation continues (§15641). | — | Prob. Code §15640 ↗ |
| A beneficiary receives an account or written report that adequately discloses a claim | Three years after receipt of the account or report. | The period within which a beneficiary may commence a proceeding on a claim the account or report adequately disclosed; the section states the period that applies otherwise. | — | Prob. Code §16460 ↗ |
| The custodian of a will learns of the testator's death (the related estate) | Within 30 days after having knowledge of the death, unless a petition for probate was filed earlier. | The custodian delivers the will to the clerk of the superior court of the county where the estate may be administered, and a copy to the named executor (§1215). | The superior court clerk; the named executor | Prob. Code §8200 ↗Siksesyon ki gen rapò |
| Letters are first issued to a general personal representative | Within four months after letters, or further time the court allows. | The personal representative files the estate's inventory and appraisal — the estate's record, kept beside the trust's. | — | Prob. Code §8800 ↗Siksesyon ki gen rapò |
| Letters are first issued, or the notice of administration is mailed or delivered to a creditor | A creditor files before the later of four months after letters or 60 days after the notice. | When a probate estate is administered, the personal representative gives notice of administration to known creditors and claims are filed in the estate; the trust's file records the estate's events and concludes nothing about them. | Creditors | Prob. Code §9050, §9100 ↗Siksesyon ki gen rapò |
| The trust becomes irrevocable | Before the trust receives income or files under its own number. | Obtain the trust's employer identification number; a revocable trust used the settlor's Social Security number, and that stops at death. | — | IRS Form SS-4 ↗Federal |
| The decedent dies | Nine months after death; a six-month extension is available. | File the federal estate tax return when the gross estate exceeds the filing threshold, or to elect portability for a surviving spouse. California imposes no estate or inheritance tax for current deaths. | — | IRS Form 706 ↗Federal |
| The trust's tax year ends | The 15th day of the fourth month after year-end (April 15 for a calendar-year trust). | File the trust's income tax return and issue a Schedule K-1 to each beneficiary who received distributable income. | — | IRS Form 1041 ↗Federal |