Collection:

Details step-by-step instructions for handling a probate, from collecting estate assets to distributing the estate. Includes judicial perspectives throughout.

Use this guide to make sure you are ready for trial. Includes when to obtain the trial date, arbitrate the case, complete discovery, prepare evidence, and make last-minute motions.

Sets forth suggested lists of steps to accomplish the various tasks required when administering a trust following the death of the settlor.

Explains how to identify and prepare evidentiary foundations in compliance with the rules of evidence. Primarily for the attorney seeking to introduce evidence at trial, but also includes grounds on which opposing counsel may object to the admission of evidence. Includes judicial perspectives.

Trusts and estates attorneys are routinely called upon to determine the capacity of clients or potential clients. But how do you determine if someone has legal capacity? Or is being inappropriately influenced by relatives, caregivers or friends? Making the appropriate determination of how to proceed as an attorney once incapacity is recognized is key for appropriate representation. Join Joe Morrill and Heather Matsumoto Hoekstra as they discuss these issues and more.

A succinct procedural roadmap for unlawful detainer actions from start to finish. Includes detailed Addendum explaining new statewide eviction control law and court forms issued by the Judicial Council and bankruptcy courts.

Features the Gaw step-by-step systems approach to administering a single-person living trust after the settlor’s death; contains a comprehensive procedural checklist and single trustor hypothetical with forms.

Provides step-by-step procedures from planning the deposition to noticing, preparing, conducting, videotaping, and using the deposition at trial.

This useful guide explains expert witness discovery and the use of experts in all phases of litigation in California courts. It helps you decide if you need an expert and how to choose one. It also includes judges’ perspectives.  

This informative guide assists attorneys and paralegals with procedures for transferring property that passes outright to a named beneficiary or a surviving spouse.

This guide provides a step-by-step approach to postmortem trust administration for the surviving spouse when there is a revocable living trust with a married couple as settlors.

Describes features and requirements of all six discovery methods, with their advantages and disadvantages. Helps you decide which discovery methods to use and how to plan the sequence of discovery requests and demands.