Legal Question in Wills and Trusts in California

irrivocable trust/final distribution /does trustee record all transactions of settlers' estate to court before being release of duty as fiduciary?


Asked on 10/26/11, 2:15 am

1 Answer from Attorneys
Jennifer Rouse Meissner Joseph & Palley

Typically a trustee of a trust does not have to seek court approval of a final accounting unless it is a trust that is court supervised or the trustee voluntarily seeks court approval. A beneficiary can petition to compel an accounting of the trust if one has not been provided after the beneficiary demanded one in writing 60 days prior to filing their petition.

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Answered on 10/26/11, 8:58 am


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