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Role of Revocable Trusts in California Estate Planning
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administration allocated annuity apply ascertainable standard basis beneficiary bypass trust Cal CEB California chap client community property conservatorship court death tax Deceased Settlor's deceased spouse's decedent decedent's disclaimer discretionary distributions discussion disposition distribution provisions DPAP drafter drafting estate planning example exclusion executor exercise expenses federal estate tax fees fiduciary Form funding gift tax gross estate GST tax exemption included income tax Internal Revenue Code issue joint tenancy lifetime marital deduction marital gift marital trust payment pecuniary amount pecuniary gift percent power of appointment powerholder PRACTICE TIP Prob probate Prof Cond QTIP trust qualified quasi-community property real property result Rev & TC reverse QTIP revocable trust Rules of Prof separate property settlor's death specific spouse's death statute surviving settlor surviving spouse survivor's trust tax purposes tax return taxable third party tion transferor trust assets trust document trust income trust instrument trust property trustee's unitrust