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Lexis Nexis California Wills & Trusts (Treatise and Drafting System)
Three volumes of indispensable law, discussion and analysis of estate planning in California plus our exclusive Drafting System software.
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Matthew Bender Elite Products
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Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked "CANCEL".
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked 'CANCEL'.
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Product description
This exclusive bundle contains two of the most important LexisNexis products from the California Wills & Trusts series for California estate planning practitioners, the California Wills & Trusts treatise and the California Wills & Trusts Drafting System software. Streamline your drafting process with the indispensable resources and functionality of this bundle at one low price. The software includes cross-references to the treatise so you can refer easily to the treatise while using the software and find the appropriate substantive discussion regarding the document you are creating.
The California Wills & Trusts Treatise is a clear, practical loose-leaf guide to planning, drafting, interpreting, and executing wills and trusts in California that explains the law and underlying estate and tax planning concepts. Inside you'll find extensive coverage of:• Wills
• Testamentary and inter vivos trusts (both revocable and irrevocable)
• Durable powers of attorney
• Tax laws affecting estate planning
• Laws governing the disposition of estates
Free telephonic and web-based training is included, and tutorials available in the software walk you through the steps so you can use the software with confidence.
* Please refer to software requirements, below.
Software Requirements
The Downloadable Content format is not compatible with Mac or tablet PCs. HotDocs®, the platform on which the Drafting System operates, does not support WordPerfect X8.
This publication is intended to provide authoritative information regarding the subjects covered. Efforts have been made to ensure that information is current and accurate, within the constraints of publication schedules. It is sold with the understanding that neither the publisher nor the authors and commentators are engaged in rendering legal services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.
NOTE: THIS PROGRAM IS INTENDED FOR USE BY LICENSED ATTORNEYS. IT IS NOT A SUBSTITUTE FOR INDEPENDENT THINKING. YOU SHOULD FAMILIARIZE YOURSELF WITH RELEVANT STATUTES, CASE LAW, AND STANDARDS OF PRACTICE, AND THOROUGHLY REVIEW ALL GENERATED DOCUMENTS.
System Requirements
To ensure the best performance please note the following minimum requirements for hardware and software:
Hardware Requirements for Running HotDocs
• 1 GHz processor (2 GHz or faster recommended)
• 1 GB RAM (2 GB, recommended)
• 300 MB hard disk space for installation process, 85 MB thereafter
• 1024 x 768 screen resolution
Software Requirements for Running HotDocs
• Microsoft Windows Vista (32-bit or 64-bit), Windows 7 (32-bit or 64-bit), Windows 8 (32-bit or 64-bit), or Windows 10 (32-bit or 64-bit)
• Microsoft Internet Explorer 8.0 or later
• Microsoft Word 2003, 2007, 2010, 2013, or 2016
• Corel WordPerfect X4, X5, X6 or X7
eBooks, CDs, downloadable content, and software purchases are non-cancellable, 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
John A. Hartog
Albert G. Handelman
John A. Hartog
John A. Hartog, Esq. is in private practice in Orinda, California, and is a California certified specialist in Taxation Law and in Estate Planning, Trust and Probate Law. Mr. Hartog is the co-author of Matthew Bender's California Trust Practice (with George R. Dirkes) and the co-author (with Albert G. Handelman) of Matthew Bender's California Wills & Trusts. He earned his B.A., cum laude, from Pomona College in 1974; his J.D. degree from Hastings College of the Law, University of California, in 1979; and an LL.M. (Taxation) from Golden Gate University in 1984. He writes and speaks frequently on numerous issues involving trusts and estates practice.
Table of contents
CALIFORNIA WILLS & TRUSTS (TREATISE)
VOLUME ONE
I. PLANNING CONSIDERATIONS
Chapter 1. Overview of California Law Governing Disposition of Estates
Chapter 2. Overview of Tax Laws Affecting the Disposition of Estates
Chapter 3. Selecting the Proper Estate Planning Devices
Chapter 4. Ethical Considerations and Professional Responsibility
Chapter 5. Conflict of Laws
Chapter 6. Planning for Registered Domestic Partners
Chapters 7-9. [Reserved]
II. WILLS
A. General Considerations
Chapter 10. Introduction to Wills
Chapter 11. Requisites of a Valid Will
Chapter 12. Office Procedures
Chapters 13-19. [Reserved]
B. Form and Content
Chapter 20. Organization of Wills
Chapter 21. Devisees
Chapter 22. Property Devised by Will
Chapter 23. Provisions for Payment of Taxes, Expenses, and Debts
Chapter 24. Devises--General Considerations
Chapter 25. Devises of Money and Personal Property
Chapter 26. Devises of Real Property Interests
Chapter 27. Residuary Devises
Chapter 28. Devises to Minors
Chapter 29. Devises of Businesses and Business Interests
Chapter 30. Charitable Devises
Chapter 31. Powers of Appointment
Chapters 32-34. [Reserved]
VOLUME TWO
B. Forms and Content (CONT'D)
Chapter 35. Nomination of Executors
Chapter 36. Powers and Duties of Executors
Chapter 37. Nomination of Guardians for Minor Children
Chapters 38-39. [Reserved]
Chapter 40. Disinheritance and No-Contest Clauses
Chapter 41. Funeral and Burial Arrangements
Chapters 42-59. [Reserved]
C. Special Aspects of Will Drafting
Chapter 60. Joint and Mutual Wills
Chapter 61. Contracts and Other Instruments Affecting Wills
Chapter 62. Revocation and Revival of Wills
Chapter 63. Codicils
Chapters 64-79. [Reserved]
III. TRUSTS
A. General Considerations
Chapter 80. Introduction to Trusts
Chapter 81. Planning the Trust
Chapter 82. Basic Tax Considerations in Trust Planning
Chapters 83-89. [Reserved]
B. Form and Content
Chapter 90. Requisites of a Valid Trust
Chapter 91. Organization of Trust Instrument
Chapter 92. Settlors and Beneficiaries
Chapter 93. Appointment of Trustees
Chapter 94. Trust Property
Chapter 95. Trust Provisions for Payment and Distribution of Income and Principal
Chapter 96. Powers and Duties of Trustee
Chapters 97-109. [Reserved]
VOLUME THREE
C. Particular Types of Trusts
Chapter 110. Testamentary Trusts
Chapter 111. Revocable Inter Vivos Trusts
Chapter 112. The Marital Deduction and Marital Deduction Trusts
Chapter 113. Generation-Skipping Transfers and Trust Strategies
Chapter 114. Irrevocable Inter Vivos Trusts
Chapter 115. Life Insurance Trusts
Chapter 116. Charitable Remainder Trusts
Chapter 117. Charitable Lead Trusts
Chapter 118. Special Needs Trusts
Chapters 119-139. [Reserved]
Chapter 140. Implementing and Funding the Inter Vivos Trust
Chapters 141-149. [Reserved]
IV. DURABLE POWERS OF ATTORNEY (ADVANCE HEALTH CARE DIRECTIVES)
Chapter 150. Durable Powers of Attorney for Health Care
Chapter 151. Durable Powers of Attorney for Property Management
Table of Cases
Table of Statutes
Index
