Dates of Publication
Began with release 21A (Apr. 2008).
9781579119706 (electronic book) 1579119700 (electronic book) 9780820520070 0820520071
California estate practice series. Lexis/Nexis.
Forms are provided in the companion publication: California wills & trusts forms / John A. Hartog, Albert G. Handelman.
Bibliography, etc. Note
Includes bibliographical references and index.
Formatted Contents Note
v. 1. Planning considerations. 1. Overview of California law governing disposition of estates 2. Overview of tax laws affecting the disposition of estates 3. Selecting the proper estate planning devices 4. Ethical considerations and professional responsibility 5. Conflict of laws 6-9. [reserved] 10. Introduction to wills 11. Requisites of a valid will 12. Office procedures 13-19. [reserved] 20. Organization of wills 21. Devisees 22. Property devised by will 23. Provisions for payment of taxes, expenses, and debts 24. Devises : general considerations 25. Devises of money and personal property 26. Devises of real property interests 27. Residuary devises 28. Devises to minors 29. Devises of businesses and business interests 30. Charitable devises 31. Powers of appointment 32-34. [reserved] v. 2. 35. Nomination of executors 36. Powers and duties of executors 37. Nomination of guardians for minor children 38.-39. [reserved] 40. Disinheritance and no-contest clauses 41. Funeral and burial arrangements 42-59. [reserved] 60. Joint and mutual wills 61. Contracts and other instruments affecting wills 62. Revocation and revival of wills 63. Codicils 64-79. [reserved] 80. Introduction to trusts 81. Planning the trust 82. Basic tax considerations in trust planning 83-89. [reserved] 90. Requisites of a valid trust 91. Organization of trust instrument 92. Settlors and beneficiaries 93. Appointment of trustees 94. Trust property 95. Trust provisions for payment and distribution of income and principal 96. Powers and duties of trustee 97-109. [reserved] v. 3. 110. Testamentary trusts 111. Revocable inter vivos trusts 112. The marital deduction and marital deduction trusts 113. Generation-skipping transfers and trust strategies 114. Irrevocable inter vivos trusts 115. Life insurance trusts 116. Charitable remainder trusts 117. Charitable lead trusts 118. Special needs trusts 119-139. [reserved] 140. Implementing and funding the inter vivos trust 141-149. [reserved] 150. Durable powers of attorney for health care 151. Durable powers of attorney for property management.
Digital File Characteristics
Source of Description
Print version record.
Available in Other Form
Print version: Hartog, John A. California wills & trusts.