Chapter 6 - Transfer of Trust From Another Jurisdiction

California Probate Code — §§ 17450-17457

Sections (8)

Enacted by Stats. 1990, Ch. 79.

(a)This chapter applies to a trust, or portion thereof, administered in a jurisdiction outside this state.

(b)This chapter does not prevent the transfer of the place of administration of a trust or of trust property to this state by any other available means.

§ 17451

Enacted by Stats. 1990, Ch. 79.

(a)The court may make an order accepting the transfer of the place of administration of a trust from another jurisdiction to this state or the transfer of some or all of the trust property in another jurisdiction to a trustee in this state as provided in this chapter.

(b)Except as otherwise provided in this chapter, proceedings under this chapter are governed by this part.

§ 17452

Enacted by Stats. 1990, Ch. 79.

(a)If the petition requests that a resident of this state be appointed trustee, the petition shall be filed in the court of the county where the proposed principal place of administration of the trust pursuant to Section 17002 is located.

(b)If the petition requests that only a nonresident of this state be appointed trustee, the petition shall be filed in the court of the county where either (1) any beneficiary resides or (2) a substantial portion of the trust property to be transferred is located or will be located.

§ 17453

Enacted by Stats. 1990, Ch. 79.

The petition for transfer shall set forth all of the following:

(a)The names and places of residence of the following:

(1)The trustee administering the trust in the other jurisdiction.

(2)The proposed trustee to whom administration of the trust or trust property will be transferred.

(b)The names, ages, and places of residence of all living beneficiaries, as far as known to the petitioner.

(c)Whether administration of the trust has been subject to supervision in a jurisdiction outside this state. If so, the petition shall state whether a petition or appropriate request for transfer of place of administration of the trust or trust property to this state has been filed, if necessary, with the court in the other jurisdiction, and the status of the petition or request.

(d)Whether the trustee proposed to administer the trust in this state has agreed to accept the trust in this state. If the trustee has agreed, the acceptance shall be attached as an exhibit to the petition or otherwise filed with the court.

(e)A general statement of the qualifications of the trustee proposed to administer the trust in this state and the amount of any bond to be requested. If the trustee is an individual, the statement shall include the trustee’s age.

(f)A copy of the trust instrument or a statement of the terms of the trust instrument in effect at the time the petition is filed, including all amendments thereto.

(g)A statement of the character, condition, location, and value of the trust property sought to be transferred.

(h)A statement of the reasons for the transfer.

§ 17454

Amended by Stats. 2017, Ch. 319, Sec. 98. (AB 976) Effective January 1, 2018.

(a)At least 30 days before the time set for the hearing on the petition, the petitioner shall cause notice of the time and place of the hearing to be delivered pursuant to Section 1215 to each of the persons named in the petition at their respective addresses as stated in the petition.

(b)Any person interested in the trust, as trustee, beneficiary, or otherwise, may appear and file written grounds in opposition to the petition.

§ 17455

Enacted by Stats. 1990, Ch. 79.

(a)The court may, in its discretion, grant the petition and issue an order accepting transfer of trust property or the place of administration of the trust to this state and appoint a trustee to administer the trust in this state, if, after hearing, all of the following appear to the court:

(1)The transfer of the trust property to a trustee in this state, or the transfer of the place of administration of the trust to this state, will promote the best interests of the trust and those interested in it, taking into account the interest in the economical and convenient administration of the trust.

(2)The transfer will not violate the trust instrument.

(3)The trustee appointed by the court to administer the trust in this state, and to whom the trust property is to be transferred, is qualified, willing, and able to administer the trust or trust property under the trust instrument.

(4)The proper court in the other jurisdiction has approved the transfer if approval is necessary under the law of the other jurisdiction.

(b)If the court grants the petition under subdivision (a), the court shall require the trustee to give a bond, if necessary under the law of the other jurisdiction or of this state, and may require bond as provided in Section 15602.

§ 17456

Enacted by Stats. 1990, Ch. 79.

If appropriate to facilitate transfer of the trust property or the place of administration of a trust to this state, the court may issue a conditional order appointing a trustee to administer the trust in this state and indicating that transfer to this state will be accepted if transfer is approved by the proper court of the other jurisdiction.

§ 17457

Enacted by Stats. 1990, Ch. 79.

A trust transferred to this state pursuant to this chapter shall be administered in the same manner as a trust of that type created in this state. The validity of a trust and the construction of the beneficial provisions of a trust transferred to this state are not affected by this section.