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.
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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