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California Will Drafting

California Will Drafting

Published November, 2024

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

    Volume 1

    PART I: PLANNING AND PROCEDURE

  • 1. Professional Responsibility
  • 2. Initial Client Conference
  • 3. Planning for Incapacity
  • 4. Review of Existing Wills and Estate Plans

    • PART II: TESTAMENTARY GIFTS IN GENERAL

  • 5. Reference to Matters Outside Will
  • 6. Codicils
  • 7. Overview of Testamentary Trusts
  • 8. Pourover Wills
  • 9. Revocation

    • PART III: INTRODUCTORY CLAUSES

  • 10. Getting Started: Introductory Clauses
  • 11. Exercising Powers of Appointment

    • PART IV: NONCHARITABLE GIFTS

  • 12. Outright Noncharitable Gifts

    • PART V: CHARITABLE GIFTS

  • 13. Outright Gifts to Charity
  • 14. Charitable Split-Interest Trusts

    • PART VI: GENERATION-SKIPPING TRANSFER TAX

  • 15. Generation-Skipping Transfer Tax: Law, Regulations, and Planning

    • PART VII: POWERS OF APPOINTMENT

  • 16. Creating Powers of Appointment

    • Volume 2

    PART VIII: MARITAL DEDUCTION TRUSTS

  • 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

    • PART IX: TRUST DISTRIBUTIONS

  • 21. Overview of Trust Distributions
  • 22. Trusts for Children
  • 23. Special Needs Trusts
  • 23A. Taxation of Trust Distributions

    • PART X: GUARDIANSHIPS

  • 24. Guardianships of the Person
  • 25. Guardianships of the Estate

    • PART XI: TAX PAYMENT AND SPENDTHRIFT CLAUSES

  • 26. Transfer Tax Payment Clauses
  • 27. Spendthrift Clauses

    • PART XII: TRUSTEE PROVISIONS

  • 28. Office of Trustee
  • 29. Trustee Management Powers
  • 30. Trustee Accounting Powers
  • 31. Trustee Administrative Powers

    • Volume 3

    PART XIII: EXECUTOR PROVISIONS

  • 32. Selection of Executor
  • 33. Powers and Duties of Executor

    • PART XIV: CONCLUDING CLAUSES

  • 34. Rule Against Perpetuities
  • 35. Concluding Clauses
  • 36. Execution of Wills

    • PART XV: MULTIJURISDICTIONAL ISSUES

  • 37. Multijurisdictional Issues in Will Drafting

    • PART XVI: COMPLETE WILL FORMS

  • 38. Complete Will Forms

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