California Will Drafting
California Will Drafting
Draft wills with confidence—for every type of client and every type of estate.
- Complete will forms for single and married persons (trust and nontrust)
- Client intake questionnaire (foreign spouse? digital assets? IRA?)
- Testamentary trusts: trusts for children; QTIP/QDOT; bypass trusts; disclaimer trusts; SNTs
- Trust distributions: clauses and taxation
- Planning for generation-skipping transfer tax
- Charitable gifts: outright or split-interest trusts
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Table of Contents
Table of Contents
- 1. Professional Responsibility
- 2. Initial Client Conference
- 3. Planning for Incapacity
- 4. Review of Existing Wills and Estate Plans
- 5. Reference to Matters Outside Will
- 6. Codicils
- 7. Overview of Testamentary Trusts
- 8. Pourover Wills
- 9. Revocation
- 10. Getting Started: Introductory Clauses
- 11. Exercising Powers of Appointment
- 12. Outright Noncharitable Gifts
- 13. Outright Gifts to Charity
- 14. Charitable Split-Interest Trusts
- 15. Generation-Skipping Transfer Tax: Law, Regulations, and Planning
- 16. Creating Powers of Appointment
- 17. Marital Deduction: Overview and Formula Clauses
- 18. Marital Deduction Power of Appointment Trusts
- 19. Qualified Terminable Interest Property Trusts and Qualified Domestic Trusts
- 20. Bypass Trusts and Disclaimer Trusts
- 21. Overview of Trust Distributions
- 22. Trusts for Children
- 23. Special Needs Trusts
- 23A. Taxation of Trust Distributions
- 24. Guardianships of the Person
- 25. Guardianships of the Estate
- 26. Transfer Tax Payment Clauses
- 27. Spendthrift Clauses
- 28. Office of Trustee
- 29. Trustee Management Powers
- 30. Trustee Accounting Powers
- 31. Trustee Administrative Powers
- 32. Selection of Executor
- 33. Powers and Duties of Executor
- 34. Rule Against Perpetuities
- 35. Concluding Clauses
- 36. Execution of Wills
- 37. Multijurisdictional Issues in Will Drafting
- 38. Complete Will Forms
Table of Contents
Volume 1
PART I: PLANNING AND PROCEDURE
PART II: TESTAMENTARY GIFTS IN GENERAL
PART III: INTRODUCTORY CLAUSES
PART IV: NONCHARITABLE GIFTS
PART V: CHARITABLE GIFTS
PART VI: GENERATION-SKIPPING TRANSFER TAX
PART VII: POWERS OF APPOINTMENT
Volume 2
PART VIII: MARITAL DEDUCTION TRUSTS
PART IX: TRUST DISTRIBUTIONS
PART X: GUARDIANSHIPS
PART XI: TAX PAYMENT AND SPENDTHRIFT CLAUSES
PART XII: TRUSTEE PROVISIONS
Volume 3
PART XIII: EXECUTOR PROVISIONS
PART XIV: CONCLUDING CLAUSES
PART XV: MULTIJURISDICTIONAL ISSUES
PART XVI: COMPLETE WILL FORMS
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