Trustee Self Dealing In California

Summary

In California, trustees are generally prohibited from self-dealing, such as selling trust property to themselves, due to fiduciary duties. Exceptions may apply if the trust document explicitly allows it or if all beneficiaries provide informed consent. If you havent received a copy of the trust document, request it from the trustee. If the trustee is uncooperative, consider sending a formal written request, consulting with a trust attorney, or filing a petition in probate court to compel the trustee to provide necessary documents.

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California
In California, trustees have a fiduciary duty to act in the best interest of the beneficiaries. Generally, self-dealing, such as selling trust property to oneself, is prohibited unless:
- The trust document explicitly allows it.
- All beneficiaries provide informed consent.
Do you have the trust document or have the beneficiaries been consulted?
No i habe not recieved .y own copy or noitce of anything.?
If you haven't received a copy of the trust document or notice, you may want to:
- Request a copy of the trust document from the trustee.
- Inquire about any notices or actions taken regarding the trust.
Would you like information on the steps to take if the trustee is uncooperative?
Yes
If the trustee is uncooperative, consider the following steps:
- Send a formal written request for the trust document and any notices.
- Consult with a trust attorney to review your rights and possible actions.
- File a petition in probate court to compel the trustee to provide the necessary documents.
Would you like more details on how to file a petition in probate court?