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, 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