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Duty of Disclosure of Information It is the law that Trustees should keep beneficiaries reasonably informed of the status of the trust administration, the assets, income and expenses of the trust, and all important decisions pertaining to the trust management and distribution.

That means under California law, income from these trusts will be taxed at the grantor level unless a limited exception applies. For years beginning January 1, 2023 and after, the income of these trust will be taxed as though it were a grantor trust. That means taxed to the grantor, the person still in California.

Are distributions from a trust taxable to the recipient in California? Generally speaking, distributions from trusts are considered income and, therefore, may be subject to taxation depending on the type of trust and its purpose. The trust beneficiaries are those liable for the distributions from a trust.

When a trustee dies leaving real property to beneficiaries, the successor trustee can use an Affidavit Death of Trustee and a Quitclaim Deed to transfer the real property to the new owners. The instructions explain exactly what to do, including how to complete, notarize, and record both forms.

Rule 2-532 - Motion for Judgment Notwithstanding the Verdict (a) When Permitted. In a jury trial, a party may move for judgment notwithstanding the verdict only if that party made a motion for judgment at the close of all the evidence and only on the grounds advanced in support of the earlier motion.

Request a remote hearing by completing and submitting a Motion For Remote Proceeding or to Appear Remotely (form CC-DC-110). You may download the form from this page. The form can also be completed using a Guide and File Interview. The program takes your answers from the interview questions to fill the form.