California Estate Planning
California Estate Planning
Publish in May 2026
Get the most current, detailed coverage available on issues pertinent to today's California estate planning practice.
- Nonprobate and nontrust transfers
- Wills and revocable trusts
- Estate and gift and GST taxes
- Marital deduction planning and income tax basis planning
- Real property tax planning
- Taxing income of estates and trusts
- Valuation freeze techniques and asset protection
- Life insurance, annuities, employee benefits and IRAs
- Charitable giving
- Health care decisions and Medi-Cal planning
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Table of Contents
Table of Contents
- 1. Overview of Estate Planning Practice
- 2. Ethical Considerations
- 3. Property Transfer Obstacles
- 4. Additional Property Transfer Obstacles for Married Persons and Registered Domestic Partners
- 5. Wills
- 6. Revocable Trusts
- 6A. Irrevocable Trusts
- 7. Nonprobate and Nontrust Transfers at Death
- 8. Noncharitable Inter Vivos (Lifetime) Gifts
- 9. Powers of Appointment
- 10. Estate and Gift Taxes
- 11. Generation-Skipping Transfer Tax
- 12. Income Tax Basis
- 13. Taxing Income of Estates and Trusts
- 14. State Death Taxes
- 15. California Real Property Tax
- 16. Basic International and Noncitizen Transactions
- 17. Marital Deduction Planning
- 17A. Family Investment Companies
- 18. Business Entity Valuation Planning Strategies
- 19. Use of Life Insurance in Estate Planning
- 20. Annuities
- 21. Employee Benefits and IRAs
- 21A. IRC §529 Accounts and Coverdell Education Savings Accounts
- 22. Executive Compensation and Stock Options
- 23. Charitable Giving
- 23A. Charitable Lead Trusts
- 24. Charitable Remainder Trusts
- 24A. Noncharitable Unitrusts
- 25. Valuation Freeze Techniques
- 25A. Intrafamily Loans and Sales
- 25B. Self-Cancelling Installment Notes (SCINs)
- 26. Asset Protection Considerations
- 26A. Special Needs Trusts
- 27. Disclaimers: Predeath Planning
- 28. Power of Attorney for Financial Matters
- 29. Health Care Decision Planning
- 30. Transfers in Medi-Cal Planning
- 31. Disposition of Human Remains
Authors
Authors
- Richard Aiello
- Sondra J. Allphin
- Alan Leigh Armstrong
- James R. Birnberg
- Frayda L. Bruton
- Richard Burger
- Michael Burnstein
- Patricia A. Cain
- Theodore E. Calleton
- Sandra J. Chan
- Jeffrey C. De Francisco
- Monica Dell'Osso
- Jeffrey A. Dennis-Strathmeyer
- Erik Dryburgh
- Jon J. Gallo
- Steven Murphy Goldberg
- Leah V. Granof
- Diana M. Hastings
- Philip J. Hayes
- Lara J. Heisler
- Jerome M. Hesch
- Susan T. House
- Richard S. Kinyon
- Beth L. Kramer
- Joel A. Levine
- Robert J. Lowe
- Kim Marois
- John Milgate
- Genevieve M. Moore
- Peter S. Myers
- Lisa K. Y. Nakahara
- Maria E. Núñez
- Marshal A. Oldman
- Kenneth G. Petrulis
- Ruth A. Phelps
- Max Riederer Von Paar
- Sterling L. Ross, Jr.
- Seth M. Skootsky
- Peter Spero
- Robert E. Temmerman, Jr.
- Donald R. Travers
- Joel S. Weissler
- Afshin A. Asher
- Frayda L. Bruton
- Kristine E. Cazadd
- Matthew A. Clausen
- Jeffrey C. De Francisco
- John V. DiAna
- Scott A. Fraser
- Lily M. Harris
- Lara J. Heisler
- Kelly L. Hinojosa
- Jennifer F. Hudson
- Brigit Kavanagh
- Richard S. Kinyon
- Simon A. LeBleu
- Princy P. Nechikat
- Erin A. Norcia
- Nathan D. Pastor
- Jennifer F. Scharre
- Seth M. Skootsky
- Peter S. Stern
- Lisa M. Zaragoza
Filing Instructions
Filing Instructions
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