(a)CA 遗嘱认证 Code § 15642(a) 受托人可根据信托文书、法院主动或根据第17200条委托人、共同受托人或受益人的申请而被免职。
(b)CA 遗嘱认证 Code § 15642(b) 法院免除受托人职务的理由包括以下各项:
(1)CA 遗嘱认证 Code § 15642(b)(1) 受托人已违反信托义务。
(2)CA 遗嘱认证 Code § 15642(b)(2) 受托人资不抵债或不适合管理信托。
(3)CA 遗嘱认证 Code § 15642(b)(3) 共同受托人之间存在敌意或缺乏合作,损害了信托的管理。
(4)CA 遗嘱认证 Code § 15642(b)(4) 受托人未能或拒绝履行职责。
(5)CA 遗嘱认证 Code § 15642(b)(5) 在现有情况下,受托人的报酬过高。
(6)CA 遗嘱认证 Code § 15642(b)(6) 唯一受托人是第21380条(a)款所述的人,无论该人是否为转让人赠与性转让的受让人,除非根据委托人意图的所有证据以及所有其他事实和情况(应告知法院),法院认定受托人继续任职符合委托人的意图,且该意图并非欺诈或不正当影响的产物。委托人放弃本条款的任何行为均违反公共政策,应属无效。本款不适用于在1994年1月1日或之前成为不可撤销的文书。如果符合以下任何条件,本款不适用:
(A)CA 遗嘱认证 Code § 15642(b)(6)(A) 委托人与任何一名或多名受托人、起草或记录文书的人,或导致文书被记录的人有血缘或婚姻关系,或与他们同居。
(B)CA 遗嘱认证 Code § 15642(b)(6)(B) 文书经独立律师审查,该律师 (1) 就委托人意图的受托人指定性质向委托人提供咨询,并且 (2) 签署并向委托人和指定受托人交付一份大致如下形式的证明书:
“独立审查证明书
本人,
_____
(律师姓名)
_____
,已审查
_____
(文书名称)
_____
,并已充分且私密地向我的客户,
_____
(客户姓名)
_____
,就指定
为受托人的性质
和
该文书中包含的
_____
(受托人姓名)
_____
的法律效力提供了咨询。我与被指定为受托人的个人利益完全无关,因此能够公正且保密地向我的客户提供关于该指定后果的建议。基于此咨询,我得出结论,根据《遗嘱认证法典》第15642条(b)款第(6)项本应被免职的人的指定,明确是委托人的意图,且该意图并非欺诈、胁迫、强迫或不正当影响的产物。
_____
(律师姓名)
_____
(日期)”
此独立审查和证明可在文书执行之前或之后进行,如果发生在执行日期之后,则被指定的受托人不受本款规定的免职。任何律师,其经客户签署的书面委托明确限于根据本分款准备证明书(包括之前的咨询),不应被视为以其他方式代表客户。
(C)CA 遗嘱认证 Code § 15642(C) 在充分披露相关人员的关系后,文书根据第4部第4编第6章第10条(自第2580条起)的命令获得批准。
(7)CA 遗嘱认证 Code § 15642(7) If, as determined under Part 17 (commencing with Section 810) of Division 2, the trustee is substantially unable to manage the trust’s financial resources or is otherwise substantially unable to execute properly the duties of the office. When the trustee holds the power to revoke the trust, substantial inability to manage the trust’s financial resources or otherwise
execute properly the duties of the office may not be proved solely by isolated incidents of negligence or improvidence.
(8)CA 遗嘱认证 Code § 15642(8) If the trustee is substantially unable to resist fraud or undue influence. When the trustee holds the power to revoke the trust, substantial inability to resist fraud or undue influence may not be proved solely by isolated incidents of negligence or improvidence.
(9)CA 遗嘱认证 Code § 15642(9) For other good cause.
(c)CA 遗嘱认证 Code § 15642(c) If, pursuant to paragraph (6) of subdivision (b), the court finds that the designation of the trustee was not consistent with the intent of the settlor or was the product of fraud or undue influence, the person being removed as trustee shall bear all costs of the proceeding, including reasonable attorney’s
fees.
(d)CA 遗嘱认证 Code § 15642(d) If the court finds that the petition for removal of the trustee was filed in bad faith and that removal would be contrary to the settlor’s intent, the court may order that the person or persons seeking the removal of the trustee bear all or any part of the costs of the proceeding, including reasonable attorney’s fees.
(e)CA 遗嘱认证 Code § 15642(e) If it appears to the court that trust property or the interests of a beneficiary may suffer loss or injury pending a decision on a petition for removal of a trustee and any appellate review, the court may, on its own motion or on petition of a cotrustee or beneficiary, compel the trustee whose removal is sought to surrender trust property to a cotrustee or to a receiver or temporary trustee. The court may also suspend the powers of the trustee to the extent
the court deems necessary.
(f)CA 遗嘱认证 Code § 15642(f) For purposes of this section, the term “related by blood or marriage” shall include persons within the seventh degree.