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Probate (The Rutter Group California Practice Guide)

Product details:

Brand: The Rutter Group
Copyright: 2008-2023
Service #: 11226857
Sub #: 11226856
Shelf Space: 7 in.
Publication Frequency: Updated annually
Update format: Replacement pages

Free update period with subscription:

90 days  (details)

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Probate (The Rutter Group California Practice Guide)



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The Rutter Group’s California Practice Guide: Probate contains expert guidance through the probate process, from premortem planning to opening probate through to creditor claims, distributions, and discharge. It also includes a thorough treatment of non-probate alternatives, spousal set-asides, and estate and fiduciary income taxes, and extensively discusses will contests and other probate litigation.

The text integrates local rules; cites the latest cases available, plus statutes and rules of court; and features illustrations that are based on actual cases.

Contents cover:

  • Preliminary considerations
  • Alternatives to probate
  • Commencing probate proceedings
  • Spousal/domestic partner set-asides; passage of property to a surviving spouse or registered domestic partner without administration
  • Office systems and procedures
  • Marshaling and inventorying assets
  • Family protection
  • Creditors’ claims
  • The Independent Administration of Estates Act
  • Federal estate tax
  • California estate tax
  • Deathbed and postmortem planning and fiduciary income tax considerations
  • Obtaining and investing funds for the estate; preserving assets of the estate
  • Special problems in probate administration
  • Litigation
  • Accountings, distributions, compensation, and discharge

Each topic and procedure is developed step by step, showing you what, when, where, and how to proceed. You’ll also find proven strategies, tactics, and time-saving tips from experienced practitioners and sample practice-tested forms with comments and suggestions for their use.