Section 16069 Of Article 3. Trustee’s Duty To Report Information And Account To Beneficiaries From California Probate Code >> Division 9. >> Part 4. >> Chapter 1. >> Article 3.
16069
. The trustee is not required to account to the beneficiary,
provide the terms of the trust to a beneficiary, or provide requested
information to the beneficiary pursuant to Section 16061, in any of
the following circumstances:
(a) In the case of a beneficiary of a revocable trust, as provided
in Section 15800, for the period when the trust may be revoked.
(b) If the beneficiary and the trustee are the same person.