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Drafting California Revocable Trusts

Drafting California Revocable Trusts

Tackle basic and sophisticated estate planning confidently with this comprehensive book.

  • Complete forms
  • Managing property during client's lifetime
  • Transferring property at death
  • Professional responsibility
  • Drafting and tax considerations
  • Creation of trust, distribution provisions
  • Marital deduction QTIPs and QDOTs
  • Survivor's trust, bypass and disclaimer trusts
  • Payment of taxes, debts, and administration expenses
  • Trustee powers and duties
  • Revocation and amendment
  • Funding the trust and related documents
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Table of Contents

    Table of Contents

    Volume 1

  • 1. Role of Revocable Trusts in California Estate Planning
  • 2. Professional Responsibility
  • 3. Drafting Considerations
  • 4. Tax Considerations
  • 5. Creation of Trust
  • 6. Distributions While Trust Is Revocable
  • 7. Distributions From Continuing Trusts
  • 8. Distributions on Terminating Event
  • 9. The Marital Deduction
  • 10. Distributions on First Spouse’s Death
  • 11. Marital Deduction Formulas and Funding
  • 12. Survivor’s Trust
  • Volume 2

  • 13. QTIPs and QDOTs
  • 14. Bypass and Disclaimer Trusts
  • 15. Payment of Taxes, Debts, and Administration
  • 16. Office of Trustee
  • 17. Trustee Powers and Duties
  • 18. Construction of Trusts
  • 19. No-Contest Clause and Miscellaneous Trust
  • 20. Revocation and Amendment
  • 21. Funding the Trust
  • 22. Related Documents
  • 23. Multistate Trusts
  • 24. Complete Trust Forms

Authors

    Original Authors

  • Frayda L. Bruton
  • Theodore E. Calleton
  • Monica Dell'Osso
  • Jeffrey A. Dennis-Strathmeyer
  • K. Bruce Friedman
  • Susan T. House
  • Nancy E. Howard
  • Beth L. Kramer
  • Charles A. Larson
  • Joel A. Levine
  • Kim Marois
  • Patrick R. McCabe
  • Donald J. McCubbin
  • Lisa K.Y. Nakahara
  • Kenneth G. Petrulis
  • Linda C. Roodhouse
  • Marc M. Stern
  • Joseph L. Wyatt, Jr.
  • Update Authors

  • Scott Fraser
  • Scott J. Judson
  • Kimberly McGhee
  • Nathan Pastor
  • Judith Tang
  • Yulissa Zulaica

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