California Codes

Cal. Probate Code § 15209 (2026)

✓ current as of May 2026

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If a trust provides for one or more successor beneficiaries after the death of the settlor, the trust is not invalid, merged, or terminated in either of the following circumstances:

(a)Where there is one settlor who is the sole trustee and the sole beneficiary during the settlor’s lifetime.

(b)Where there are two or more settlors, one or more of whom are trustees, and the beneficial interest in the trust is in one or more of the settlors during the lifetime of the settlors.

Notes of Decisions

Cited in 2 cases, 1991–2009 · leading case: Welch v. Crow, 2009 OK 20 (Okla. 2009).

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Welch v. Crow, 2009 OK 20 (Okla. 2009). “An example is Cal. Probate Code § 15209 (2008), which provides: ' If a trust provides for one or more successor beneficiaries after the death of the settlor, the trust is not invalid, merged, or terminated in either of the following circumstances: a.”

Torrey Pines Bank v. Hoffman, 91 Cal. Daily Op. Serv. 4628 (Cal. Ct. App. 1991). “) 11 Probate Code section 15209 in full reads as follows: “If a trust provides for one or more successor beneficiaries after the death of the settlor, the trust is not invalid, merged, or terminated in either of the following circumstances: [|] (a) Where there is one settlor who…”

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