Legal Question in Wills and Trusts in California
California probate law question:
My son is a beneficiary in my father's (revocable) trust.
My father died and neither me nor my son was notified by his widow, the trustee.
Doesn't the California probate statute Section 16061 require the widow, as trustee, to notify any beneficiaries of the existence of the trust (and/or provide a copy) within a certain number of days after his death??
Asked on 7/27/16, 12:37 pm
1 Answer from Attorneys
Aaron Feldman
Feldman Law Group
Your son is entitled to notice when the Trust becomes irrevocable. It is possible if the trust is a joint trust that it is still revocable by the widow and therefore your son may not be entitled to notice. Your son would be entitled to notice even if he is not a beneficiary because he is an heir at law to one of the Settlor's of the trust.
Answered on 7/27/16, 12:40 pm
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