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		<ns0:Id>20250AB__056596CHP</ns0:Id>
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		<ns0:LegislativeInfo>
			<ns0:SessionYear>2025</ns0:SessionYear>
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		<ns0:AuthorText authorType="LEAD_AUTHOR">Introduced by Assembly Member Dixon</ns0:AuthorText>
		<ns0:Authors>
			<ns0:Legislator>
				<ns0:Contribution>LEAD_AUTHOR</ns0:Contribution>
				<ns0:House>ASSEMBLY</ns0:House>
				<ns0:Name>Dixon</ns0:Name>
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		<ns0:Title> An act to repeal and add Section 15804 of the Probate Code, relating to trusts. </ns0:Title>
		<ns0:RelatingClause>trusts</ns0:RelatingClause>
		<ns0:GeneralSubject>
			<ns0:Subject>Representation of trust beneficiaries. </ns0:Subject>
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		<ns0:DigestText>
			<html:p>Existing law establishes procedures for the creation, modification, and termination of a trust, and regulates the administration of trusts by trustees on behalf of beneficiaries. Existing law requires a trust beneficiary to be provided notice of specified actions regarding the trust. Existing law sets forth requirements under which notice given to a specified person or class of persons is sufficient to comply with a requirement that notice be given to a trust beneficiary or a person interested in the trust.</html:p>
			<html:p>This bill would delete that indirect notice provision and would instead provide that notice given to a person authorized to represent and bind another person is sufficient to comply with notice requirements for actions regarding a trust.
			 If a person consents for a person to represent and bind them, the bill would require that consent to be in writing and would make consent binding on the represented person unless they object to the representation before consent would have become effective. The bill would prohibit certain persons from representing and binding another person for these purposes, and would authorize specified representative relationships and representation of successive interests.</html:p>
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			<ns0:VoteRequired>MAJORITY</ns0:VoteRequired>
			<ns0:Appropriation>NO</ns0:Appropriation>
			<ns0:FiscalCommittee>NO</ns0:FiscalCommittee>
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	<ns0:Bill id="bill">
		<ns0:Preamble>The people of the State of California do enact as follows:</ns0:Preamble>
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			<ns0:Num>SECTION 1.</ns0:Num>
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				Section 15804 of the 
				<ns0:DocName>Probate Code</ns0:DocName>
				 is repealed.
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			<ns0:Num>SEC. 2.</ns0:Num>
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				Section 15804 is added to the 
				<ns0:DocName>Probate Code</ns0:DocName>
				, to read:
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					<ns0:Num>15804.</ns0:Num>
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							<html:p>
								(a)
								<html:span class="EnSpace"/>
								Notice to a person who may represent and bind another person pursuant to this section is sufficient to comply with a requirement in this division that notice be given to the represented person, and has the same effect as if notice were given directly to that represented person.
							</html:p>
							<html:p>
								(b)
								<html:span class="EnSpace"/>
								A person may serve as a representative as provided in this section and bind another person, except as follows:
							</html:p>
							<html:p>
								(1)
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								The representative and the represented person shall not have a conflict of interest during the representation with
						respect to the particular matter that is the subject of the representation.
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							<html:p>
								(2)
								<html:span class="EnSpace"/>
								A settlor shall not represent and bind a beneficiary regarding the termination or modification of an irrevocable trust.
							</html:p>
							<html:p>
								(c)
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								(1)
								<html:span class="EnSpace"/>
								A person who provides consent for another person pursuant to this section shall do so in writing.
							</html:p>
							<html:p>
								(2)
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								The consent of a person who may represent and bind another person pursuant to this section is binding on the represented person unless the represented person objects to the representation before the consent would have become effective.
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							<html:p>
								(3)
								<html:span class="EnSpace"/>
								A fiduciary who acts in reliance upon a representation made pursuant to this section shall not be liable for any resulting loss, unless the fiduciary committed a breach of trust intentionally, with gross negligence, in bad faith, or with reckless indifference to the interests of a beneficiary.
							</html:p>
							<html:p>
								(d)
								<html:span class="EnSpace"/>
								An action taken by the court under this division is conclusive and binding upon a person represented pursuant to this section.
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							<html:p>
								(e)
								<html:span class="EnSpace"/>
								The following representation is
						permissible:
							</html:p>
							<html:p>
								(1)
								<html:span class="EnSpace"/>
								A parent may represent and bind the parent’s minor children and children subsequently born if a guardian or guardian ad litem for the child or children has not been appointed.
							</html:p>
							<html:p>
								(2)
								<html:span class="EnSpace"/>
								A conservator of the estate may represent and bind the conservatee.
							</html:p>
							<html:p>
								(3)
								<html:span class="EnSpace"/>
								A guardian of the estate may represent and bind the minor ward.
							</html:p>
							<html:p>
								(4)
								<html:span class="EnSpace"/>
								A guardian ad litem with authority to act with respect to the matter may represent and bind the ward.
							</html:p>
							<html:p>
								(5)
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								An agent with authority to act with respect to the matter may represent and bind the principal.
							</html:p>
							<html:p>
								(6)
								<html:span class="EnSpace"/>
								A trustee may represent and bind the beneficiaries of the trust.
							</html:p>
							<html:p>
								(7)
								<html:span class="EnSpace"/>
								A personal representative may represent and bind persons interested in the estate.
							</html:p>
							<html:p>
								(f)
								<html:span class="EnSpace"/>
								Unless otherwise represented, a minor, an incapacitated person, a person subsequently born, or a person whose identity or location is unknown and not reasonably ascertainable may be represented by and bound by another person having a substantially identical interest with respect to the particular question or dispute.
							</html:p>
							<html:p>
								(g)
								<html:span class="EnSpace"/>
								The following representation of successive interests is permissible:
							</html:p>
							<html:p>
								(1)
								<html:span class="EnSpace"/>
								If an interest has been given to persons who
						comprise a certain class upon the happening of a future event, the living persons who would constitute the class as of the date the representation is to be determined may represent and bind all other members of the class as of that date.
							</html:p>
							<html:p>
								(2)
								<html:span class="EnSpace"/>
								If an interest has been given to a living person or to a class of persons, and a substantially identical interest is to pass to another person or class of persons, or both, upon the happening of a future event, the living person or the living members of the class of persons who hold the interest may represent and bind all of the persons and classes of persons who might take on the happening of all future events.
							</html:p>
							<html:p>
								(3)
								<html:span class="EnSpace"/>
								If an interest will be given to a living person or to a class of persons upon the happening of a future event and a
						substantially identical interest would pass to another person or class of persons, or both, upon the happening of one or more future events, the living person or the living members of the class of persons who will hold the interest on the happening of an earlier event may represent and bind all of the persons and classes of persons who might take on the happening of all future events.
							</html:p>
							<html:p>
								(h)
								<html:span class="EnSpace"/>
								The holder of a lifetime or testamentary power of appointment may represent and bind persons who are permissible appointees or takers in default of that exercise.
							</html:p>
							<html:p>
								(i)
								<html:span class="EnSpace"/>
								This section does not affect any of the following:
							</html:p>
							<html:p>
								(1)
								<html:span class="EnSpace"/>
								Requirements for notice in a court proceeding to any of the following:
							</html:p>
							<html:p>
								(A)
								<html:span class="EnSpace"/>
								A person who has requested special notice.
							</html:p>
							<html:p>
								(B)
								<html:span class="EnSpace"/>
								A person who has filed notice of appearance.
							</html:p>
							<html:p>
								(C)
								<html:span class="EnSpace"/>
								A particular person or entity required by statute to be given notice.
							</html:p>
							<html:p>
								(2)
								<html:span class="EnSpace"/>
								Availability of a guardian ad litem pursuant to Section 1003.
							</html:p>
							<html:p>
								(3)
								<html:span class="EnSpace"/>
								A representative’s previously existing duties.
							</html:p>
							<html:p>
								(j)
								<html:span class="EnSpace"/>
								For purposes of this
						section, “notice” includes other papers.
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