California Trust Practice

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An Essential Resource for Advising the Non-professional Trustee

California Trust Practice contains all the analysis, practice commentary, forms and checklists you need to advise the non-professional trustee, from the leading experts in the field. This one-volume, loose-leaf publication also comes with a downloadable file, which includes forms and checklists from the print product.

Annually updated, the California Trust Practice guide is a must for lawyers, accountants and financial consultants who advise non-professional trustees. Key sections are conveniently cross-referenced to forms and other treatises.

California Trust Practice helps you:

•  Advise the non-professional trustee
•  Allocate and distribute assets to the bypass and marital deduction trusts
•  Implement and use the administrative trust
•  Handle claims by and against post-mortem trusts
•  Evaluate the need for court supervision

Each subscription includes one copy of the Client's Guide to Administering the California Trust. When a surviving spouse is called upon to administer a trust, generally, she has no training in this capacity, but has many questions. The Client's Guide to Administering the California Trust explains, in layman's language, the responsibilities and requirements of acting as a noninstitutional trustee. You can help your clients to be better-educated trustees by providing a copy of this pamphlet each time you begin a trust administration. Additional copies may be purchased separately.

The eBook versions of this title feature links to Lexis Advance for further legal research options.

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Table of Contents

CHAPTER 1 FIRST STEPS IN POST-DEATH ADMINISTRATION

CHAPTER 2 ADVISING THE NONPROFESSIONAL TRUSTEE

CHAPTER 3 ESTABLISHING THE DECEDENT'S SHARE AS A NEW TAXPAYER: CREATING THE ADMINISTRATIVE TRUST

CHAPTER 4 ALLOCATION OF ASSETS

CHAPTER 5 DISTRIBUTING ASSETS TO THE SUBTRUSTS

CHAPTER 6 CLAIMS BY AND AGAINST POST MORTEM TRUSTS

CHAPTER 7 TRUSTEE'S INVESTMENT DUTIES AND POWERS

CHAPTER 8 FIDUCIARY ACCOUNTS

CHAPTER 9 EVALUATING THE NEED FOR COURT SUPERVISION

CHAPTER 10 CONFLICTS, CONFIDENTIALITY AND ETHICS

CLIENT'S GUIDE TO ADMINISTERING THE CALIFORNIA TRUST