Representation of trust beneficiaries.
- Updates trust law to require direct notice to authorized representatives instead of indirect notice to beneficiaries.
- Requires written consent for trust representation and prohibits representatives with conflicts of interest.
- Establishes which parties can legally represent trust beneficiaries, including parents, guardians, and trustees.
- Protects trustees from liability when they rely on valid representations unless gross negligence occurs.
Assembly Member Dixon's trust administration reform measure revises California's notice requirements for trust beneficiaries by establishing new standards for representation and communication. The legislation replaces existing indirect notice provisions with a system requiring notice to authorized representatives who can legally bind beneficiaries in trust-related matters.
The bill outlines specific parameters for who may serve as representatives, mandating written consent and prohibiting representation in cases of conflicts of interest or when modifying irrevocable trusts. Parents may represent minor children, conservators their conservatees, and trustees their beneficiaries, while the legislation permits representation of successive interests when substantially identical rights are involved. The measure also addresses representation for minors, incapacitated persons, and individuals whose identity or location remains unknown.
Under the new provisions, fiduciaries acting in reliance on authorized representations receive protection from liability except in cases of intentional breach, gross negligence, or bad faith. The legislation maintains existing special notice requirements for court proceedings and preserves the availability of guardians ad litem, while expanding the definition of notice to encompass all relevant documentation. These changes apply to trust creation, modification, termination, and general administration procedures throughout California's probate system.
 Diane DixonR Assemblymember | Bill Author |  Not Contacted |
Email the authors or create an email template to send to all relevant legislators.
Introduced By
Latest Voting History
| Ayes | Noes | NVR | Total | Result |
|---|---|---|---|---|
| 37 | 0 | 3 | 40 | PASS |
- Updates trust law to require direct notice to authorized representatives instead of indirect notice to beneficiaries.
- Requires written consent for trust representation and prohibits representatives with conflicts of interest.
- Establishes which parties can legally represent trust beneficiaries, including parents, guardians, and trustees.
- Protects trustees from liability when they rely on valid representations unless gross negligence occurs.
Email the authors or create an email template to send to all relevant legislators.
Introduced By
Assembly Member Dixon's trust administration reform measure revises California's notice requirements for trust beneficiaries by establishing new standards for representation and communication. The legislation replaces existing indirect notice provisions with a system requiring notice to authorized representatives who can legally bind beneficiaries in trust-related matters.
The bill outlines specific parameters for who may serve as representatives, mandating written consent and prohibiting representation in cases of conflicts of interest or when modifying irrevocable trusts. Parents may represent minor children, conservators their conservatees, and trustees their beneficiaries, while the legislation permits representation of successive interests when substantially identical rights are involved. The measure also addresses representation for minors, incapacitated persons, and individuals whose identity or location remains unknown.
Under the new provisions, fiduciaries acting in reliance on authorized representations receive protection from liability except in cases of intentional breach, gross negligence, or bad faith. The legislation maintains existing special notice requirements for court proceedings and preserves the availability of guardians ad litem, while expanding the definition of notice to encompass all relevant documentation. These changes apply to trust creation, modification, termination, and general administration procedures throughout California's probate system.
Latest Voting History
| Ayes | Noes | NVR | Total | Result |
|---|---|---|---|---|
| 37 | 0 | 3 | 40 | PASS |
Diane DixonR Assemblymember | Bill Author | Not Contacted |