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California Wills and Trusts: Treatise

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This clear, practical guide to planning, drafting, interpreting, and executing wills and trusts in California explains both the law and underlying estate and tax planning concepts.

There is extensive coverage of wills, testamentary and inter vivos trusts (both revocable and irrevocable), durable powers of attorney, tax laws affecting estate planning, and laws governing the disposition of estates. Key sections are cross-referenced to the related forms and software in the California Wills & Trusts series.

• Incorporates recent legislative enactments and revisions of the Probate Code.
• Up-to-date citations and references to California statutes and cases.
• Drafting guidance, including the advantages and disadvantages of specific trust and will provisions.
• Efficient office procedures for preparation, execution and storage of wills and trust documents.

First published in 1991.

3 Volumes; loose-leaf; updated annually.

Also available are California Wills & Trusts Forms (in print or CD-ROM) and California Wills & Trusts Drafting System, powered by HotDocs®.

 

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California Wills & Trusts (treatise) and California Wills & Trusts Forms 

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California Wills & Trusts (treatise) and California Wills & Trusts Forms and California Wills & Trusts Drafting System

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Table of Contents

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