Drafting California Revocable Trusts
Drafting California Revocable Trusts
Published September 2025
From initiating property transfers to drafting a revocable trust in California, 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
- 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
- 13. QTIPs and QDOTs
- 14. Bypass and Disclaimer Trusts
- 15. Payment of Taxes, Debts, and Administration Expenses
- 16. Office of Trustee
- 17. Trustee Powers and Duties
- 18. Construction of Trusts
- 19. No-Contest Clause and Miscellaneous Trust Provisions
- 20. Revocation and Amendment
- 21. Funding the Trust
- 22. Related Documents
- 23. Multistate Trusts
- 24. Complete Trust Forms
Table of Contents
Volume 1
Volume 2
Authors
Authors
Filing Instructions
Filing Instructions
