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Client's Guide to Administering the California Trust Pamphlet
The Client’s Guide to Administering the California Trust Pamphlet is intended to offer to the California nonprofessional trustee, an overview of the trust administration process.
Publisher: Matthew Bender
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International Order InquiryThe Client’s Guide to Administering the California Trust is intended to offer to the California nonprofessional trustee, an overview of the trust administration process.
The typical nonprofessional trustee may be the surviving spouse, an adult child, a relative or family friend—someone other than an attorney or an accountant (or other professional) who specializes in estate planning and trust administration.
The Client’s Guide to Administering the California Trust Pamphlet is concise, authoritative, and easy-to-read.
The previous edition's ISBN is 9798341706460.
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§ 1.00 Introduction
§ 2.00 Preliminary Matters
§ 3.00 Gathering Important Information Promptly
§ 4.00 Filing Requirements
§ 5.00 Establishing the Administrative Trust
§ 6.00 Distributing Assets to the Subtrusts
§ 7.00 Debts and Creditors
§ 8.00 Trustee’s Duties and Powers
§ 9.00 Preparing a California Fiduciary Account
§ 10.00 Trustee’s Duty and Power to Invest
§ 11.00 Real Property Issues
§ 12.00 Court Supervised Proceedings
§ 13.00 Conflicts
§ 14.00 A Final Word
§ 2.00 Preliminary Matters
§ 3.00 Gathering Important Information Promptly
§ 4.00 Filing Requirements
§ 5.00 Establishing the Administrative Trust
§ 6.00 Distributing Assets to the Subtrusts
§ 7.00 Debts and Creditors
§ 8.00 Trustee’s Duties and Powers
§ 9.00 Preparing a California Fiduciary Account
§ 10.00 Trustee’s Duty and Power to Invest
§ 11.00 Real Property Issues
§ 12.00 Court Supervised Proceedings
§ 13.00 Conflicts
§ 14.00 A Final Word