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[DOCX File]California
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The Trustee shall be obligated to file any income tax returns with respect to the Trust, as required by law, and the Beneficiaries individually shall report and pay their share of income taxes on the earnings and avails of the Trust Property or growing out of their interest under this Trust. 17.
trustee responsibilities to beneficiaries

[DOC File]AGREEMENT AND DECLARATION OF TRUST
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We, the undersigned, being all of the beneficiaries under that certain Agreement and Declaration of Trust dated _____ , by and between the undersigned and _____ , as the original Trustee, do hereby certify that we have this day duly elected _____ , to succeed to the office of Trustee under said Agreement and Declaration of Trust, and to the title of all the properties of the Trust, with all ...
trustee's responsibility to beneficiaries

An introduction to the responsibilities of California trustees | Law O…
Specifically, under the Probate Code, a trustee is deemed to possess all “powers conferred by the trust instrument” (Prob. Code, § 16200), as well as a number of specific powers and duties. For example, “[t]he trustee has a duty to keep the beneficiaries of the trust reasonably informed of the trust and its administration.” (Prob. Code ...
duties of a trust trustee

[DOC File]CERTIFICATE OF APPOINTMENT OF SUCCESSOR TRUSTEE
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The State Bar alleged that by not providing documents and accounts as requested by the beneficiaries in breach of his fiduciary duties as Trustee of the Macy Trust, respondent committed acts involving moral turpitude, dishonesty or corruption. The court disagrees.
california probate code trustee duties

[DOC File]CHAPTER 1
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As to a communication that remains privileged, the trustee’s duties to the trust would presumably govern the trustee’s exercise of the posthumous privilege. A trustee has a fiduciary duty, among other things, to preserve trust property and administer the trust in the interest of the beneficiaries. See Prob. Code § 16002(a); Atascadero v.
beneficiaries rights to information

[DOC File]STATE OF CALIFORNIA
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(Review Dept. 1995) 3 Cal. State Bar Ct. Rptr. 297, 307 [attorney trustee had fiduciary duties to non-client beneficiaries of trust for disciplinary purposes under rule 3-300].) Under Probate Code section 15800, subdivision (b), the trustee of a revocable trust owes a fiduciary duty to the person holding the power to revoke—the settlor.
responsibilities of a trustee of a trust

[DOCX File]STATE BAR COURT OF CALIFORNIA .gov
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property in lifetime (inter vivos) trusts: legal title of property is transferred to trustee during the life of the grantor, and the trustee owns the property subject to fiduciary duty to use it for the benefit of beneficiaries; the trustee, not the grantor, owns the property at the time of grantor’s death, and then transfers the property to designated beneficiaries under the terms of the trust, thereby avoiding probate
illinois trustee duties to beneficiaries

[DOCX File]California Courts
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B. Failure of All Beneficiaries: In the event of the failure of all beneficiaries, then the Trustee shall pay and transfer the Trust Estate, discharged of this Trust, to the person or persons who would be entitled to inherit from (name of Grantor) under the laws of the State …
trustee responsibilities to beneficiaries

[DOC File]CHAPTER 1
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B. Failure of All Beneficiaries: In the event of the failure of all beneficiaries, then the Trustee shall pay and transfer the Trust Estate, discharged of this Trust, to the person or persons who would be entitled to inherit from _____ (Name of Grantor) under the laws of the State of California, had (he/she) then died unmarried, intestate and ...
trustee's responsibility to beneficiaries

California trustee duties to beneficiaries