-- Last revised 01/23/24 --
Presumptively Disqualified Fiduciary - Study L-623
Probate Code Section 21350 establishes a presumption of menace, duress, fraud, or undue
influence when a donative instrument makes a gift to specified types of "disqualified persons."
Probate Code Section 15642 provides for disqualification of a trustee if the trustee is
a "disqualified person" for the purpose of Section 21350.
The Commission studied whether the rule in Section 15642 should be expanded to apply
to other types of fiduciairies who are "disqualified persons" for the purposes of Section 21350.
Related Material
Meeting Minutes
- August 28, 2009 Meeting in Sacramento
- April 23, 2009 Meeting in Sacramento
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Staff Memoranda
- Memo 2009-36, Supp. 1 -- Presumptively Disqualified Fiduciary (Public Comment) (8/28/2009)
- Memo 2009-36 -- Presumptively Disqualified Fiduciary (Public Comment) (08/19/2009)
- Memo 2009-22, Supp. 2 -- Presumptively Disqualified Fiduciary (Introduction of Study) (04/21/2009)
- Memo 2009-22, Supp. 1 -- Presumptively Disqualified Fiduciary (Introduction of Study) (04/15/2009)
- Memo 2009-22 -- Presumptively Disqualified Fiduciary (Introduction of Study) (04/06/2009)