Legal Question in Wills and Trusts in California

Does a beneficiary of a CA probate section 16061.7 (trust) have the right to request all accounting made prior to receiving 'special gift' distribution?


Asked on 2/12/12, 2:44 pm

1 Answer from Attorneys

Donald Field Donald L. Field, Jr., Attorney at Law

yes, you can request an accounting at any time. there are also numerous other requirements for trustees of which you should be aware. to protect your rights as a beneficiary you should retain a qualified attorney to evaluate your situation and provide you with advice and legal assistance.

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Answered on 2/13/12, 8:56 am


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