California Codes
Cal. Probate Code § 15300 (2026)
Restrictions on Voluntary and Involuntary Transfers
✓ current as of May 2026
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Except as provided in Sections 15304 to 15307, inclusive, if the trust instrument provides that a beneficiary’s interest in income is not subject to voluntary or involuntary transfer, the beneficiary’s interest in income under the trust may not be transferred and is not subject to enforcement of a money judgment until paid to the beneficiary.
Notes of Decisions
Cited in 12
cases (2 in the last 5 years), 1989–2024 · leading case: Bendon v. Reynolds (In Re Reynolds), 479 B.R. 67 (9th Cir. BAP 2012).
Bendon v. Reynolds (In Re Reynolds), 479 B.R. 67 (9th Cir. BAP 2012). “Cal. Prob. Code §§ 15300 , 15301. 9 That said, there are stated exceptions that allow certain 10 creditors to reach trust income or principal that is payable, but 11 not yet paid, to a beneficiary.”
Carmack v. Reynolds, 391 P.3d 625 (Cal. 2017). “Spendthrift provisions are invalid when grantors name themselves beneficiaries.”
In re: Herbert M. Zukerkorn Jennifer Zukerkorn, 484 B.R. 182 (9th Cir. BAP 2012). “1939) and Cal. Prob. Code, §§ 15300, 15301. 15 However, California limits the scope of the spendthrift 16 protection under Cal.”
Todd Frealy v. Rick Reynolds, 779 F.3d 1028 (9th Cir. 2015). “See Cal. Prob.Code §§ 15300, 15301(a). Section 15301(a) permits the restraint against transfer of trust principal, subject to certain exceptions set forth in sections 15301(b) and 15304-07: Except as provided in subdivision (b) and in Sections 15304 to 15307, inclusive, if the…”
De Mille v. Ramsey, 207 Cal. App. 3d 116 (Cal. Ct. App. 1989). “” (Prob. Code, §§ 15300, 15301, italics added.”
Howard Ehrenberg, Chapter 7 Tr. v. S. California Permanente Med. Grp., 167 F.3d 470 (9th Cir. 1999). “The critical inquiry in determining whether a spendthrift trust is valid under California law is whether the trust’s beneficiaries exercise excessive control over the trust. See In re Witwer, 148 B.”
Husted v. Mepco Label Sys. (Bankr. E.D. Cal. 2020). “(Bankruptcy estate property rights or powers limited to 25% of interest pursuant to Cal. Probate Code section 15300 et. 13 exercisable for the seq and particularly section 15306.”
In re: Giles Duane Spellman (9th Cir. BAP 2016). “2 1990) (citing Cal. Prob. Code §§ 15300 et seq.). The critical 3 inquiry in determining whether a spendthrift trust is valid under 4 California law is whether the trust's beneficiaries exercise 5 excessive control over the trust.”
In re: Giles Duane Spellman (9th Cir. BAP 2016). “2 1990) (citing Cal. Prob. Code §§ 15300 et seq.). The critical 3 inquiry in determining whether a spendthrift trust is valid under 4 California law is whether the trust's beneficiaries exercise 5 excessive control over the trust.”
ORourke v. The 2017 Mark Lamb Trust (Bankr. E.D. Wash. 2020). “Cal. Prob. Code § 15300 . 16. Similarly, the California Probate Code generally upholds spendthrift provisions for principal trust payments, with limitations and exceptions: Except as provided in subdivision (b) and in Sections 15304 to 15307, inclusive, if the trust instrument…”
Godoy v. Linzner (Cal. Ct. App. 2024). “) Spendthrift trusts, which are authorized by statute (Prob. Code, §§ 15300, 15301; Chatard v. Oveross (2009) 179 Cal.”
In Re: Robert Duane Rens (9th Cir. BAP 2021). “” Cal. Prob. Code §§ 15300 , 15301. After Debtor dies, no distributions will be paid to him; instead, those amounts will be paid to his living issue.”
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