California Companion for Course Will Trust Estates, 2011-2012 Case and Statutory Supplement

California Companion for Course Will Trust Estates, 2011-2012 Case and Statutory Supplement image
ISBN-10:

0735507325

ISBN-13:

9780735507326

Author(s): Susan F. French
Released: Sep 14, 2011
Publisher: Aspen Publishers
Format: Paperback, 304 pages
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Description:

A CALIFORNIA COMPANION includes all of the statutes required for The California Bar Exam, plus selected additional statutes, covering:
  • 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
A CALIFORNIA COMPANION features thirty-seven California cases and includes notes on thirty-five others, covering:
  • 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
New in the 2011 EDITION: Major statutory changes:
  • 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)
New cases:
  • 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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