A California Companion for the Course in Wills, Trusts, and Estates, 2015 – 2016

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as of 04/19/2024 (Details)


A CALIFORNIA COMPANION includes all of the statutes required for the California Bar Exam plus selected additional statutes covering:Intestate successionWills, no-contest clauses Adopted, step, and non-marital childrenPosthumously conceived childrenDisqualified transfereesFinancial elder abuseNon-probate transfersPowers of appointmentTrustee s duty to inform and accountRights of creditors to reach trust assetsA CALIFORNIA COMPANION features forty-seven principal California cases and fifty-seven note cases determining:Time limits for filing wills and claims to estate propertyInheritance by, from, and through adopted and non-marital childrenEquitable adoptionInheritance by children conceived after death of parentExecution and revocation of formal and holographic willsValidity of no-contest clausesStanding to claim elder abuse and limits on remedyDisqualified transfereesTests for mental capacityUndue influenceAttorney liability to intended beneficiaries for malpracticeTort of intentional interference with expected inheritanceTrust revocationSeverance of joint tenancyRights of creditors in trust assetsRights of beneficiaries to trust accountingRemainder beneficiaries standing to sue trustee of revocable trustNew in the 2015 2016 Edition:Statutory changesAll statutes updated to May 29, 2015Bills introduced in 2015-2016 legislative sessionNew casesBounds v. Superior CourtMarriage of GreenwayBurnham v. Calif. Pub. Emp. Ret. SystemMcMackin v. EhrheartDonkin v. Donkin Sefton v. Sefton (II)Estate of TrikhaSiegel v. FifeFrealy v. ReynoldsStraley v. GambleGraham-Sult v. ClainosUkkestad v. RBS Asset Finance, Inc.Jenkins v. TeegardenVance v. BizekLintz v. Lintz

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