Frequently Asked Questions (FAQs)
Disqualified Beneficiaries
Can I safely name a disqualified person as my Trustee when I die?
Probate code § 15642 provides that if the Successor Trustee you have named would be a disqualified beneficiary under the statutes pertaining to gifts, that Trustee is subject to removal by the court. A separate “Certificate of independent review” can also be executed to protect your selection of a Trustee.
The probate code as well as other state codes can be accessed at http://www.leginfo.ca.gov/calaw.html.
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