• California Trust Practice
 
 
Shop by Jurisdiction
Shop by Practice Area
Shop Products
View ALM Products

View a different catalog:
California Trust Practice

California Trust Practice

All the analysis, forms, and checklists you need to advise the non-professional trustee in California.


Availability: In Stock
Publisher :Matthew Bender
Available Formats: help

Available Formats

  • BOOK
  • Electronic book:epub ,for e-readers, including Adobe® Digital Editions, Apple® iPad®, SONY® Reader
  • Electronic book:mobi ,for Mobipocket readers including Amazon® Kindle®
BOOK
Quantity: Less More
$380.00
Electronic book:epub
Quantity: Less More
$380.00
Electronic book:mobi
Quantity: Less More
$380.00



    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 CD-ROM disk, which includes forms and checklists from the print product.

    Annually updated, the California Trust Practice 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

    • Each subscription includes one copy of the Client's Guide to Administering the California Trust. When a surviving spouse is called upon to administer a trust, generally, she has no training in this capacity, but has many questions. The Client's Guide to Administering the California Trust explains, in layman's language, the responsibilities and requirements of acting as a noninstitutional trustee. You can help your clients to be better-educated trustees by providing a copy of this pamphlet each time you begin a trust administration. Additional copies may be purchased separately.

    CHAPTER 1 FIRST STEPS IN POST-DEATH ADMINISTRATION
    CHAPTER 2 ADVISING THE NONPROFESSIONAL TRUSTEE
    CHAPTER 3 ESTABLISHING THE DECEDENT'S SHARE AS A NEW TAXPAYER: CREATING THE ADMINISTRATIVE TRUST
    CHAPTER 4 ALLOCATION OF ASSETS
    CHAPTER 5 DISTRIBUTING ASSETS TO THE SUBTRUSTS
    CHAPTER 6 CLAIMS BY AND AGAINST POST MORTEM TRUSTS
    CHAPTER 7 TRUSTEE'S INVESTMENT DUTIES AND POWERS
    CHAPTER 8 FIDUCIARY ACCOUNTS
    CHAPTER 9 EVALUATING THE NEED FOR COURT SUPERVISION
    CHAPTER 10 CONFLICTS, CONFIDENTIALITY AND ETHICS
    CLIENT'S GUIDE TO ADMINISTERING THE CALIFORNIA TRUST

     

    Dirkes,R. George


    George R. Dirkes is a principal with the San Francisco law firm of Bancroft & McAlister. Mr. Dirkes is the co-author of Matthew Bender's California Trust Practice (with John A. Hartog). He earned his B.A. from Bucknell University in 1964; his J.D. degree from St. Johns University School of Law in 1967; and an LL.M. (Taxation) from New York University in 1974. He was admitted to the New York bar in 1967, and the California bar in 1974. He is a California certified specialist in Estate Planning, Trust and Probate Law. He writes and speaks frequently on numerous issues involving trusts and estates practice.

    John A. Hartog


    John A. Hartog, Esq. is in private practice in Orinda, California, and is a California certified specialist in Taxation Law and in Estate Planning, Trust and Probate Law. Mr. Hartog is the co-author of Matthew Bender's California Trust Practice (with George R. Dirkes) and an editorial consultant on Matthew Bender's California Wills & Trusts. He earned his B.A., cum laude, from Pomona College in 1974; his J.D. degree from Hastings College of the Law, University of California, in 1979; and an LL.M. (Taxation) from Golden Gate University in 1984. He writes and speaks frequently on numerous issues involving trusts and estates practice.

     

Memorial Day Special Event: Save 15% and we?ll donate 15% of your order to the National Veterans Legal Services Program
The item you are trying to order is restricted to a quantity of 1 per order. Please complete the current order and place a new order for additional copy.
We are currently experiencing difficulties in adding this product to the cart. Please contact customer support at 1-800-543-6862 for assistance. You may continue to shop for other products in the store.

Products to Consider

California Probate Practice
The complete guide to practice in California's probate courts.

California Probate Practice
The complete guide to practice in California's probate courts.

California Trust Practice
All the analysis, forms, and checklists you need to advise the non-professional trustee in California.

California Trust Practice
All the analysis, forms, and checklists you need to advise the non-professional trustee in California.

California Wills & Trusts (Treatise)
A practical guide to planning, drafting, interpreting, and executing wills and trusts in California.

New Products

California Penal and Vehicle Code, 2012 Edition Flash Drive
 California Penal and Vehicle Codes Now on a Flash Drive!

California Preliminary Examinations and 995 Benchbook: Statutes and Notes
 Provides valuable information on all aspects of the preliminary examination.

California Vehicle Law Field Guide, 2013 Edition
 Everything a law enforcement officer in the field will need in a publication that will fit in your pocket!

Cotchett, California Courtroom Evidence, 2013 Edition
The complete California Evidence Code with the information you need to interpret and apply it.

LexisNexis® Automated Judicial Council of California Civil Jury Instructions (CACI), 2013 Edition
 Research, draft, and assemble your jury instructions easily and effectively with the new LexisNexis Automated Judicial Council of California Civil Jury Instructions.