What is the duty of a trustee to keep the beneficiaries of a trust reasonably informed of the trust and its administration?

California, United States of America


The following excerpt is from Breslin v. Breslin, 276 Cal.Rptr.3d 913, 62 Cal.App.5th 801 (Cal. App. 2021):

The Pacific parties cite section 16060 for the proposition that the trustee has a duty to keep the beneficiaries of the trust reasonably informed of the trust and its administration. The information provided pursuant to section 16060 must be the information reasonably necessary to enable the beneficiary to enforce the beneficiary's rights under the trust or prevent or redress a breach of trust. ( Salter v. Lerner (2009) 176 Cal.App.4th 1184, 1187, 99 Cal.Rptr.3d 1.)

Other Questions


How have the trustees of a trust been found to have breached their fiduciary duties toward the trust by failing to disclose to the trustee that the trustees have a conflict of interest in the trust? (California, United States of America)
Can a beneficiary of a trust bring a lawsuit against a trustee who allegedly breached fiduciary duties owed to the beneficiary? (California, United States of America)
When a new trustee takes over the administration of a trust, can the previous trustee assert attorney-client privilege? (California, United States of America)
Can a trustee under a trust amendment recover attorney fees incurred in defending against a beneficiary named in the original trust agreement? (California, United States of America)
Can the sole beneficiary of a trust be the sole trustee of the trust? (California, United States of America)
Can a trustee or beneficiary of a trust petition the probate court to determine the existence of the trust? (California, United States of America)
What is the test for making a reasonable grounds for arrest within a police department by one officer transmitting information purportedly received from an informer to another officer who had not received such information? (California, United States of America)
Can a trust that does not have resident trustees or beneficiaries be liable for income tax on the accumulated income of the trust? (California, United States of America)
Can a beneficiary of a third party creditor beneficiary contract rescind the contract before the commencement of an action against the beneficiary? (California, United States of America)
Is the beneficiary of a life insurance policy entitled to the proceeds of the policy to the beneficiary when the beneficiary is innocent of any wrongdoing? (California, United States of America)
X



Alexi white


"The most advanced legal research software ever built."

Trusted by top litigators from across North America.