California Trust Practice

ebook

By John A. Hartog

cover image of California Trust Practice

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An Essential Resource for Advising the Non-professional Trustee

California Trust Practice contains all the analysis, practice commentary, forms and checklists you need to advise the non-professional trustee, from the leading experts in the field. This one-volume, loose-leaf publication also comes with a convenient floppy disk, which includes forms and checklists from the print product.

Annually updated, this guide is a must for lawyers, accountants and financial consultants who advise non-professional trustees. Key sections are conveniently cross-referenced to forms and other treatises.

California Trust Practice helps you:

  • Advise the non-professional trustee
  • Allocate and distribute assets to the bypass and marital deduction trusts
  • Implement and use the administrative trust
  • Handle claims by and against post-mortem trusts
  • Evaluate the need for court supervision
  • California Trust Practice