Trusts and Estates

Ca. Trs. & Estates Quarterly Volume 13, Issue 1, Spring 2007

TRUSTEE’S MILLION DOLLAR QUESTION: WHO IS ENTITLED TO NOTICE OF TRUST ADMINISTRATION?

By James P. Lamping*

I. INTRODUCTION

The identity of the persons entitled to notice of a trust administration is less clear than is the identity of those entitled to notice of a probate administration. The statutes governing notice of a trust administration are ambiguous and what is worse, trustees generally do not have the protections afforded by a court supervised administration. As a result, a trustee may face significant liabilities many years after a trust administration has been completed.

II. PROBATE ADMINISTRATION NOTICE REQUIREMENTS

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