Strategies For Trusts And Estates In California: Leading Lawyers On Drafting Documents, Understanding Client Concerns, And Navigating Recent Decisions (inside The Minds)

Synopsis

Strategies for Trusts and Estates in California provides an authoritative, insider's perspective on best practices for handling the estate planning process in the state of California. Featuring partners from some of the state's leading law firms, these experts guide the reader through the different phases of creating an estate plan, including evaluating a new client, choosing the right type of trust, updating an estate plan, and understanding the consequences of a poorly drafted trust. From keeping up-to-date on relevant decisions in this area of law to understanding the common issues and concerns that face California residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders discuss the key concerns of surviving family members and beneficiaries and offer advice on the common mistakes and pitfalls in this practice area. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.

Inside the Minds provides readers with proven business intelligence from C-Level executives and lawyers (Chairman, CEO, CFO, CMO, Partner) from the world's most respected companies and firms nationwide. Each chapter is comparable to an essay/thought leadership piece and is a future-oriented look at where an industry, profession, or topic is heading and the most important issues for the future. Each author has been selected based upon their experience and C-level standing within the professional community.

Chapters Include:

1. William M. Weintraub, Partner, Elkins Kalt Weintraub Reuben Gartside LLP - "Preparing Estate Plan Documents for California Residents"
2. William J. Keeler Jr., Partner, Dowling, Aaron & Keeler Inc. - "Concerns and Safeguards for California Estate Planners"
3. Harold S. Small, President, Law Offices of Harold S. Small - "Asset Distribution Planning Strategies"

Appendices Include:

Appendix A: Sample Final Transmittal Letter
Appendix B: Facts to Have in Hand and Factual Items to Be Discussed During Estate Planning Conference
Appendix C: Questions You Will Be Asked to Consider During Estate Planning Conference