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Interviewing and Planning
Limitations on Testamentary Power
Formal and Technical Aspects of Wills
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advisable alternative apply assets attorney authority beneficiary benefit bequest bond California Family Lawyer chap charitable client codicil community property contract court created death taxes deceased child decedent decedent's discretionary dispose disposition distribution drafting draftsman election Estate Planning executed executor exercise federal estate tax fiduciary formula clause future interests gift tax gross estate guardian guardianship heirs identical clause incompetent inheritance tax instrument inter vivos trust Introductory Clause issue joint tenancy living marital deduction gift marital deduction trust minor named outright payments period pour-over power of appointment present clause pretermitted heir Principal and Income Prob probate estate provisions qualify quasi-community property real property reference remainder residuary residue revocation right of representation rule against perpetuities saving clause separate property separate shares separate trusts specific statutory surviving spouse survivorship tangible personal property taxable testamentary trust testator's death trust estate trust instrument trust property widow wife wife's