California Living Trusts and Wills
California Living Trusts and Wills

Author: Harold I. Boucher

Publisher:

Published: 1999-07

Total Pages: 164

ISBN-13: 9780963862617

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Its the only sure thing in life and Harold I. Boucher's comprehensive book helps Californians prepare for it. An essential tool, California Living Trusts and Wills covers everything readers need to know before they see an estate-planning lawyer, including how, why and when to use one, and how to choose the best one for their needs. The best and easiest way to prepare for the inevitable, this book helps readers feel secure that their final directives will be followed. Straightforward, concise and clearly written for everyday people and professionals alike, it offers the most priceless commodity of all: peace of mind. Vital information includes: -- Overview of living trusts and wills -- Fill-in-the-blanks California Statutory Will -- Durable powers of attorney -- California Medical Association's Durable Power of Attorney for Health Care Decisions -- Explanation of your right to make decisions about medical treatment -- California Natural Death Act Declarations -- Estate-planning questionnaire -- How to choose an estate-planning attorney

Understanding Living Trusts
Understanding Living Trusts

Author: Vickie Schumacher

Publisher: Schumacher Publishing

Published: 1990

Total Pages: 230

ISBN-13:

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Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Make Your Own Living Trust
Make Your Own Living Trust

Author: Denis Clifford

Publisher: Nolo

Published: 2021-03-30

Total Pages: 312

ISBN-13: 1413328407

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A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

Suze Orman's Protection Portfolio
Suze Orman's Protection Portfolio

Author: Suze Orman

Publisher:

Published: 2002

Total Pages: 166

ISBN-13: 9781401901189

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Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.

Wills and Trusts Kit For Dummies
Wills and Trusts Kit For Dummies

Author: Aaron Larson

Publisher: John Wiley & Sons

Published: 2009-03-09

Total Pages: 384

ISBN-13: 0470507713

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Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Administering the California Special Needs Trust
Administering the California Special Needs Trust

Author: Kevin Urbatsch

Publisher: iUniverse

Published: 2011-12

Total Pages: 434

ISBN-13: 146206051X

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In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.

California Wills and Trusts
California Wills and Trusts

Author: PETER T. WENDEL

Publisher:

Published: 2017-10

Total Pages: 740

ISBN-13: 9781611636741

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This casebook focuses on California law and, with respect to trust material, the focus is on traditional trust doctrines, with the more salient California doctrines discussed where appropriate. California Wills and Trusts has numerous examples throughout, as well as ''notes'' that are often combinations of comments, examples, and broad questions based on note material. In addition, the analytical material covered in the earlier chapters is supplemented with dedicated problems. All pertinent statutory material is included in the text, so there is no need for a statutory supplement. The authors bring an interesting blend of backgrounds to the material -- Wendel contributes a traditional academic approach and Popovich incorporates his academic experience and hands-on practice in the field. The unique blend of theoretical and practitioner-oriented note material aids student learning and application.​