Notebook Contents Summary
- Intestate Succession - The California intestate distribution scheme
- Protection of Surviving Spouse - Forced share rules, homestead provisions, exempt personal property, family allowance
- Wills - Formalities for an attested will, a holographic will, and statutory will
- Estate Administration - Overview of the California estate administration process
- Trusts - Revocability presumption, statute of frauds, presumption regarding necessity of trustee bond, trust registration, trustee standard of care for investment and management, trustee powers statute, income-principal allocation statute, loyalty/self-dealing statute, trustee compensation
- Non-Probate Techniques - Inter vivos gifts, powers of appointment, joint tenancies, multi-party accounts, signature cards, pay on death, life insurance quotes, sample annuity contract, sample retirement plan enrollment form
- Wealth Transfer Taxation - Information about California wealth transfer tax
- Disability Planning - Copy of statutory durable power of attorney for property management, copy of statutory form for self designation of guardians, custodial trust information, California surrogate legislation, copy of statutory durable power of attorney form for health care
- Physical Aspects of Death - Copy of statutory living will form, sample anatomical gift card, disposition of body concerns
- Client Contact - Sample form for client questionnaire, sample fee agreement form for an estate planning client
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