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Tag Archives: see the trust

Who is Entitled to See a Trust When the Settlor Dies?

By Robert Ross | Posted on February 12, 2024

BENEFICIARIES AND HEIRS CAN REQUEST “THE TERMS OF THE TRUST” AFTER A SETTLOR DIES California Probate Code ( ยง 16061.5) requires trustees to provide a true and complete copy of the terms of (a) an irrevocable trust, or (b) the irrevocable portion of a larger trust to any of the following persons after a… Read More »

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