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Cal. Prob. Code § 16618

California Uniform Directed Trust Act

Known as the California Uniform Directed Trust Act

The act spans §§ 16600–16632 (18 sections).

Added by Stats. 2023, Ch. 721, Sec. 3

(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).

Official source: California Legislative Information. Reproduced from public-domain California statutes; confirm against the official source for the current text. Not legal advice.