§ 16618. — 16618. (Added by Stats. 2023, Ch. 721, Sec. 3.)

California § 16618.

• Jurisdiction: California
• Code PROB: Probate Code - PROB
• Div. 9.: DIVISION 9. TRUST LAW
• Part 4.: PART 4. TRUST ADMINISTRATION
• Ch. 6.: CHAPTER 6. California Uniform Directed Trust Act

Text

(a)
(1)
Unless the terms of a trust provide otherwise, a trustee does not have a duty to do either of the following:
(A)
Monitor a trust director.
(B)
Inform or give advice to a settlor, beneficiary, trustee, or trust director concerning an instance in which the trustee might have acted differently than the trust director.
(2)
By taking an action described in paragraph (1), a trustee does not assume the duty excluded by paragraph (1).
(b)
(1)
Unless
the terms of a trust provide otherwise, a trust director does not have a duty to do either of the following:
(A)
Monitor a trustee or another trust director.
(B)
Inform or give advice to a settlor, beneficiary, trustee, or another trust director concerning an instance in which the trust director might have acted differently than a trustee or another trust director.
(2)
By taking an action described in paragraph (1), a trust director does not assume the duty excluded by paragraph (1).

Legislative History

Added by Stats. 2023, Ch. 721, Sec. 3. (SB 801) Effective January 1, 2024.