Legal Question in Wills and Trusts in California

Re: annual accounting of minor

Normally, yes, even if the trust waives the requirement.

Re: annual accounting of minor

A trustee has a duty to provide an accounting. If one is not provided, then Court intervention may be necessary.

I've not heard of a trust that excuses the trustee from their fiduciary responsibilities, so I would need to read the terms of the trust to see what is said and how it is said to be able to assess what it is trying to do, as well as what it CAN do.

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Re: annual accounting of minor

No, unless Probate Code Section 16062(e) applies to the trustee.

SEE: Probate Code Sections 16062, 16064 & 21350.5 at:

http://www.leginfo.ca.gov/cgi-bin/calawquery?codesection=prob&codebody=&hits=20