Trust beneficiary did not have any right to obtain information about the disposition of assets while the trust was revocable. While the Babbitts’ family trust remained revocable—during the lifetime of both Babbitts—the beneficiaries of the trust had no right to any accounting of the trust’s assets or affairs. Hence, the probate court erred in ordering the surviving Babbit to provide an accounting of the trust extending back in time to a date before her spouse’s death.
California Court of Appeal, Second District, Division 7 (Segal, J.); April 25, 2016; 2016 WL 1636303