California Companion for Course Will Trust Estates, 2011-2012 Case and Statutory Supplement
Description:
- Intestate succession
- Wills, no-contest clauses
- Non-probate transfers
- Disqualified transferees
- Powers of appointment
- Rights of creditors to reach trust assets
- Trustee's duty to inform and account
- Time limits on filing petition to probate will and claiming property of the decedent
- Inheritance by, from, and through adopted and non-marital children
- Equitable adoption
- Inheritance by children conceived after death of parent
- Execution and revocation of formal and holographic wills
- Forfeiture for elder abuse
- Disqualified transferees & certificates of independent review
- Attorney's malpractice liability to intended beneficiaries
- No contest clauses
- Determining whether beneficiary survived decedent
- Creating and revoking trusts
- Severing a joint tenancy & right to withdraw funds from joint account
- Special needs trusts
- Rights of creditors in trust assets
- 21360-21392 (disqualified transferees)
- 15408 (termination of trust with uneconomically low principal)
- 16060.7-16064 (trustee s duty to inform and account to beneficiaries)
- 17200 (petitioning court to determine trust matters)
- Aguilar v. Aguilar
- Chatard v. Oveross
- Citizens Business Bank v. Carrano
- Estate of Heggstad
- Estate of Lensch
- Estate of Stoker
- Estate of Winans
- Estate of Ziegler
- Shewry v. Arnold
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