Legal Question in Wills and Trusts in California
Trusts
How long does a trustee have to settle a living trust?
If it goes beyond a reasonable time, what steps can you take to force them to open the books or make disbursements?
3 Answers from Attorneys
Re: Trusts
It is not a matter of opening the books. All interested parties are entitled to receive a copy of the operative trust document under CA law, and under the law of most states. Any beneficiary can bring an action for an accounting at any time if he or she feels the trustee is not following the terms of the trust agreement. The answer to your first question is highly dependent on the terms of the trust agreement.
Re: Trusts
You can request an accounting and a report of his/her actions.
You can ask the court to instruct them to make distributions.
You can have them removed if they refuse to act.
Re: Trusts
see probate code sections 16000 et seq and 16400 et seq at:
http://www.leginfo.ca.gov/cgi-bin/calawquery?codesection=prob&codebody=&hits=20
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