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California Estate Planning 2024

California Estate Planning 2024

Published May 2024

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

  • 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

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