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Oct 21, 2022 · The California School Boards Association sets out five core school board trustee duties: Setting direction. Establishing an effective and efficient structure. Providing support. Ensuring accountability. Providing community leadership as advocates for children, the school district and public schools.
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Apr 10, 2024 · The California Probate Code outlines the duties and responsibilities expected of trustees in the state. Some key California trustee responsibilities include: Administering the trust per the terms of the trust instrument
Aug 8, 2018 · First, under California law, a trustee has a duty to safeguard trust property. The trustee must gather and guard trust property, managing it prudently and carefully to protect it for the beneficiaries.
- Duty to Inform and Account
- Duty of Loyalty
- Duty of Care
- Duty to Follow The Terms of The Trust Agreement
The trustee has a duty to keep the beneficiaries informed about the trust property and how it is being managed. The trustee must also provide a formal accounting to the beneficiaries at least once a year. This accounting should detail all income and expenses related to the trust assets.
The trustee must act in good faith and in the best interests of the beneficiaries atall times. This means that the trustee cannot use the trust property for his or her own benefit. For example, the trustee cannot make investments with trust funds that would result in a personal profit.
The trustee has a duty to exercise care when managing trust property. This includes investing trust funds in a way that will preserve capital and grow income. The trustee should also take steps to protect trust property from loss, such as by insuring valuable assets.
The trustee must follow the terms of the trust agreement when managing trust property. This includes carrying out any specific instructions that are laid out in the agreement. For example, if the trust agreement says that certain assets must be sold by a certain date, then it is the trustee’s responsibility to make sure that this happens.
The role of the trustees who sit on locally elected school boards is to ensure that school districts are responsive to the values, beliefs and priorities of their communities. Boards fulfill this role by performing five major responsibilities.
In California, the responsibilities of trustees are clearly defined by law, outlining their fundamental duties and obligations. This article delves into the core aspects of trustee duties, providing a comprehensive guide to understanding what trustees must do under California law.
Following adoption by the California School Boards Association’s Delegate Assembly, the standards have been adopted locally by hundreds of district and county boards across the state. These standards recognize that to be an effective trustee, an individual board member: › keeps learning and achievement for all students as the primary focus;
