Need assistance?
Contact Sales: 1.877.394.8826 Contact Customer Support: 1.800.833.9844 or Chat with a Support Representative
Publisher: Matthew Bender Elite Products
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.