reglab/housing_qa huggingface dataset:
CA Prob Code § 17402 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 5 - Transfer of Trust to Another Jurisdiction|Section 17402.

17402.  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 this state.(2) The trustee, including any domiciliary trustee, who will administer the trust or trust property in the other jurisdiction.(b) The names, ages, and places of residence of the living beneficiaries, as far as known to the petitioner.(c) Whether the trustee who will administer the trust in the other jurisdiction has agreed to accept the trust. If so, the acceptance or a copy shall be attached as an exhibit to the petition or otherwise filed with the court.(d) A general statement of the qualifications of the trustee who will administer the trust in the other jurisdiction and the amount of fiduciary bond, if any. If the trustee is an individual, the statement shall include the trustee’s age.(e) A general statement of the nature and value of the property of any trust of the same settlor being administered in the other jurisdiction by the trustee who will administer the trust in the other jurisdiction.(f) The name of the court, if any, having jurisdiction of the trustee in the other jurisdiction or of its accounts or in which a proceeding may be had with respect to administration of the trust or the trustee’s accounts.(g) A statement of the character, condition, location, and value of the trust property sought to be transferred.(h) Whether there is any pending civil action in this state against the trustee arising out of the administration of the trust sought to be transferred.(i) A statement of the reasons for the transfer.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 17403 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 5 - Transfer of Trust to Another Jurisdiction|Section 17403.

17403.  (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.(Amended by Stats. 2017, Ch. 319, Sec. 97. (AB 976) Effective January 1, 2018.)
CA Prob Code § 17404 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 5 - Transfer of Trust to Another Jurisdiction|Section 17404.

17404.  The court may, in its discretion, grant the petition and order the trustee to transfer the trust property or to transfer the place of administration of the trust to the other jurisdiction if, after hearing, all of the following appear to the court:(a) The transfer of the trust property to a trustee in another jurisdiction, or the transfer of the place of administration of the trust to another jurisdiction, 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.(b) The transfer will not violate the trust instrument.(c) Any new trustee 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.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 17405 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 5 - Transfer of Trust to Another Jurisdiction|Section 17405.

17405.  If a transfer is ordered under this chapter, the court may direct the manner of transfer and impose terms and conditions as may be just, including, but not limited to, a requirement for the substitution of a successor trustee in any pending litigation in this state. The delivery of property in accordance with the order of the court is a full discharge of the trustee in relation to all property embraced in the order.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 17450 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 6 - Transfer of Trust From Another Jurisdiction|Section 17450.

17450.  (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.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 17451 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 6 - Transfer of Trust From Another Jurisdiction|Section 17451.

17451.  (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.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 17452 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 6 - Transfer of Trust From Another Jurisdiction|Section 17452.

17452.  (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.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 17453 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 6 - Transfer of Trust From Another Jurisdiction|Section 17453.

17453.  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.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 17454 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 6 - Transfer of Trust From Another Jurisdiction|Section 17454.

17454.  (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.(Amended by Stats. 2017, Ch. 319, Sec. 98. (AB 976) Effective January 1, 2018.)
CA Prob Code § 17455 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 6 - Transfer of Trust From Another Jurisdiction|Section 17455.

17455.  (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.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 17456 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 6 - Transfer of Trust From Another Jurisdiction|Section 17456.

17456.  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.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 17457 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 5 - JUDICIAL PROCEEDINGS CONCERNING TRUSTS|CHAPTER 6 - Transfer of Trust From Another Jurisdiction|Section 17457.

17457.  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.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18000 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 1 - Liability of Trustee to Third Persons|Section 18000.

18000.  (a) Unless otherwise provided in the contract or in this chapter, a trustee is not personally liable on a contract properly entered into in the trustee’s fiduciary capacity in the course of administration of the trust unless the trustee fails to reveal the trustee’s representative capacity or identify the trust in the contract.(b) The personal liability of a trustee on a contract entered into before July 1, 1987, is governed by prior law and not by this section.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18001 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 1 - Liability of Trustee to Third Persons|Section 18001.

18001.  A trustee is personally liable for obligations arising from ownership or control of trust property only if the trustee is personally at fault.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18002 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 1 - Liability of Trustee to Third Persons|Section 18002.

18002.  A trustee is personally liable for torts committed in the course of administration of the trust only if the trustee is personally at fault.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18003 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 1 - Liability of Trustee to Third Persons|Section 18003.

18003.  (a) A cotrustee who does not join in exercising a power held by three or more cotrustees is not liable to third persons for the consequences of the exercise of the power.(b) A dissenting cotrustee who joins in an action at the direction of the majority cotrustees is not liable to third persons for the action if the dissenting cotrustee expresses the dissent in writing to any other cotrustee at or before the time the action is taken.(c) This section does not excuse a cotrustee from liability for failure to discharge the cotrustee’s duties as a trustee.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18004 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 1 - Liability of Trustee to Third Persons|Section 18004.

18004.  A claim based on a contract entered into by a trustee in the trustee’s representative capacity, on an obligation arising from ownership or control of trust property, or on a tort committed in the course of administration of the trust may be asserted against the trust by proceeding against the trustee in the trustee’s representative capacity, whether or not the trustee is personally liable on the claim.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18005 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 1 - Liability of Trustee to Third Persons|Section 18005.

18005.  The question of liability as between the trust estate and the trustee personally may be determined in a proceeding under Section 17200.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18100 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 2 - Protection of Third Persons|Section 18100.

18100.  With respect to a third person dealing with a trustee or assisting a trustee in the conduct of a transaction, if the third person acts in good faith and for a valuable consideration and without actual knowledge that the trustee is exceeding the trustee’s powers or improperly exercising them:(a) The third person is not bound to inquire whether the trustee has power to act or is properly exercising a power and may assume without inquiry the existence of a trust power and its proper exercise.(b) The third person is fully protected in dealing with or assisting the trustee just as if the trustee has and is properly exercising the power the trustee purports to exercise.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18101 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 2 - Protection of Third Persons|Section 18101.

18101.  A third person who acts in good faith is not bound to ensure the proper application of trust property paid or delivered to the trustee.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18102 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 2 - Protection of Third Persons|Section 18102.

18102.  If a third person acting in good faith and for a valuable consideration enters into a transaction with a former trustee without knowledge that the person is no longer a trustee, the third person is fully protected just as if the former trustee were still a trustee.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18103 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 2 - Protection of Third Persons|Section 18103.

18103.  If an express trust relating to real property is not contained or declared in the grant to the trustee, or in an instrument signed by the trustee and recorded in the same office with the grant to the trustee, the grant shall be deemed absolute in favor of a person dealing with the trustee in good faith and for a valuable consideration.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18104 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 2 - Protection of Third Persons|Section 18104.

18104.  (a) If an interest in or lien or encumbrance on real property is conveyed, created, or affected by an instrument in favor of a person in trust but no beneficiary is indicated in the instrument, it is presumed that the person holds the interest, lien, or encumbrance absolutely and free of the trust. This is a presumption affecting the burden of proof. In an action or proceeding involving the interest, lien, or encumbrance instituted against the person, the person shall be deemed the only necessary representative of the undisclosed beneficiary and of the original grantor or settlor and anyone claiming under them. A judgment is binding upon and conclusive against these persons as to all matters finally adjudicated in the judgment.(b) An instrument executed by the person holding an interest, lien, or encumbrance described in subdivision (a), whether purporting to be the act of that person in his or her own right or in the capacity of a trustee, is presumed to affect the interest, lien, or encumbrance according to the tenor of the instrument. This is a presumption affecting the burden of proof. Upon the recording of the instrument in the county where the land affected by the instrument is located, the presumption is conclusive in favor of a person acting in good faith and for valuable consideration.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18105 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 2 - Protection of Third Persons|Section 18105.

18105.  If title to an interest in real property is affected by a change of trustee, the successor trustee may execute and record in the county in which the property is located an affidavit of change of trustee. The county recorder shall impose any fee prescribed by law for recording that document in an amount sufficient to cover all costs incurred by the county in recording the document. The affidavit shall include the legal description of the real property, the name of the former trustee or trustees and the name of the successor trustee or trustees. The affidavit may also, but is not required to, include excerpts from the original trust documents, any amendments thereto, and any other documents evidencing or pertaining to the succession of the successor trustee or trustees.(Added by Stats. 2004, Ch. 136, Sec. 2. Effective January 1, 2005.)
CA Prob Code § 18106 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 2 - Protection of Third Persons|Section 18106.

18106.  (a) A document establishing the fact of change of trustee recorded pursuant to this chapter is subject to all statutory requirements for recorded documents.(b) The county recorder shall index a document establishing the fact of change of a trustee recorded pursuant to this section in the index of grantors and grantees. The index entry shall be for the grantor, and for the purpose of this index, the person who has been succeeded as trustee shall be deemed to be the grantor. The county recorder shall impose any fee prescribed by law for indexing that document in an amount sufficient to cover all costs incurred by the county in indexing the document.(Added by Stats. 2004, Ch. 136, Sec. 3. Effective January 1, 2005.)
CA Prob Code § 18107 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 2 - Protection of Third Persons|Section 18107.

18107.  A document establishing the change of a trustee recorded pursuant to this chapter is prima facie evidence of the change of trustee insofar as the document identifies an interest in real property located in the county, title to which is affected by the change of trustee. The presumption established by this section is a presumption affecting the burden of producing evidence.(Added by Stats. 2004, Ch. 136, Sec. 4. Effective January 1, 2005.)
CA Prob Code § 18108 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 2 - Protection of Third Persons|Section 18108.

18108.  Any person whose interest is, or may be, affected by the recordation of an affidavit of change of trustee pursuant to this chapter may require that the successor trustee provide copies of those excerpts from the original trust documents, any amendments thereto, and any other documents which evidence or pertain to the succession of the successor trustee or trustees. Nothing in this section is intended to require or imply an obligation to provide the dispositive provisions of the trust or the entire trust and any amendments thereto.(Added by Stats. 2004, Ch. 136, Sec. 5. Effective January 1, 2005.)
CA Prob Code § 18200 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 3 - Rights of Creditors of Settlor|Section 18200.

18200.  If the settlor retains the power to revoke the trust in whole or in part, the trust property is subject to the claims of creditors of the settlor to the extent of the power of revocation during the lifetime of the settlor.(Enacted by Stats. 1990, Ch. 79.)
CA Prob Code § 18201 (2021)
2021 California Code|Probate Code - PROB|DIVISION 9 - TRUST LAW|PART 6 - RIGHTS OF THIRD PERSONS|CHAPTER 3 - Rights of Creditors of Settlor|Section 18201.

18201.  Any settlor whose trust property is subject to the claims of creditors pursuant to Section 18200 shall be entitled to all exemptions as provided in Chapter 4 (commencing with Section 703.010) of Division 2 of Title 9 of Part 2 of the Code of Civil Procedure.(Added by Stats. 1998, Ch. 682, Sec. 14. Effective January 1, 1999.)