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California Probate Code Section 17200

Legal Research Home > California Laws > Probate Code > California Probate Code Section 17200

17200.  (a) Except as provided in Section 15800, a trustee or
beneficiary of a trust may petition the court under this chapter
concerning the internal affairs of the trust or to determine the
existence of the trust.
   (b) Proceedings concerning the internal affairs of a trust
include, but are not limited to, proceedings for any of the following
purposes:
   (1) Determining questions of construction of a trust instrument.
   (2) Determining the existence or nonexistence of any immunity,
power, privilege, duty, or right.
   (3) Determining the validity of a trust provision.
   (4) Ascertaining beneficiaries and determining to whom property
shall pass or be delivered upon final or partial termination of the
trust, to the extent the determination is not made by the trust
instrument.
   (5) Settling the accounts and passing upon the acts of the
trustee, including the exercise of discretionary powers.
   (6) Instructing the trustee.
   (7) Compelling the trustee to do any of the following:
   (A) Provide a copy of the terms of the trust.
   (B) Provide information about the trust under Section 16061 if the
trustee has failed to provide the requested information within 60
days after the beneficiary's reasonable written request, and the
beneficiary has not received the requested information from the
trustee within the six months preceding the request.
   (C) Account to the beneficiary, subject to the provisions of
Section 16064, if the trustee has failed to submit a requested
account within 60 days after written request of the beneficiary and
no account has been made within six months preceding the request.
   (8) Granting powers to the trustee.
   (9) Fixing or allowing payment of the trustee's compensation or
reviewing the reasonableness of the trustee's compensation.
   (10) Appointing or removing a trustee.
   (11) Accepting the resignation of a trustee.
   (12) Compelling redress of a breach of the trust by any available
remedy.
   (13) Approving or directing the modification or termination of the
trust.
   (14) Approving or directing the combination or division of trusts.
   (15) Amending or conforming the trust instrument in the manner
required to qualify a decedent's estate for the charitable estate tax
deduction under federal law, including the addition of mandatory
governing instrument requirements for a charitable remainder trust as
required by final regulations and rulings of the United States
Internal Revenue Service.
   (16) Authorizing or directing transfer of a trust or trust
property to or from another jurisdiction.
   (17) Directing transfer of a testamentary trust subject to
continuing court jurisdiction from one county to another.
   (18) Approving removal of a testamentary trust from continuing
court jurisdiction.
   (19) Reforming or excusing compliance with the governing
instrument of an organization pursuant to Section 16105.
   (20) Determining the liability of the trust for any debts of a
deceased settlor. However, nothing in this paragraph shall provide
standing to bring an action concerning the internal affairs of the
trust to a person whose only claim to the assets of the decedent is
as a creditor.
   (21) Determining petitions filed pursuant to Section 15687 and
reviewing the reasonableness of compensation for legal services
authorized under that section. In determining the reasonableness of
compensation under this paragraph, the court may consider, together
with all other relevant circumstances, whether prior approval was
obtained pursuant to Section 15687.
   (22) If a member of the State Bar of California has transferred
the economic interest of his or her practice to a trustee and if the
member is a deceased member under Section 9764, a petition may be
brought to appoint a practice administrator. The procedures,
including, but not limited to, notice requirements, that apply to the
appointment of a practice administrator for a deceased member shall
apply to the petition brought under this section.
   (23) If a member of the State Bar of California has transferred
the economic interest of his or her practice to a trustee and if the
member is a disabled member under Section 2468, a petition may be
brought to appoint a practice administrator. The procedures,
including, but not limited to, notice requirements, that apply to the
appointment of a practice administrator for a disabled member shall
apply to the petition brought under this section.
   (c) The court may, on its own motion, set and give notice of an
order to show cause why a trustee who is a professional fiduciary,
and who is required to be licensed under Chapter 6 (commencing with
Section 6500) of Division 3 of the Business and Professions Code,
should not be removed for failing to hold a valid, unexpired,
unsuspended license.
Section: 17200  17200.1  17201  17202  17203  17204  17205  17206  17209  17210  17211  Next

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Last modified: March 17, 2014