California Trust Practice

All the analysis, forms, and checklists you need to advise the non-professional trustee in California.
Print Book
Includes Downloadable Content: zip
$1,342.00
Quantity
In Stock
ISBN: 9780820527611
International Order Inquiry

Product description

View a sample of this title using the ReadNow feature

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.

eBooks, CDs, downloadable content, and software purchases are noncancelable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+® for further legal research options. A valid subscription to Lexis+® is required to access this content.

 

Featured Authors

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