Trusts and Estates

Ca. Trs. & Estates Quarterly 2023, VOLUME 29, ISSUE 2

TRUSTS & ESTATES QUARTERLY

INSIDE THIS ISSUE

THE RISE OF THE REVOCABLE TRUST IN CALIFORNIA
By Anne M. Rudolph, Esq. and Ralph E. Hughes, Esq.
Tracing the history of the use of the revocable trust in California, this article examines attempts to eliminate or reform California’s formal probate system, along with the subsequent skyrocketing use of revocable trusts.
[PAGE 09]

WHERE AGREEMENTS WON’T WORK – A WORD TO THE WISE REGARDING STRICT WAGE AND HOUR LIABILITY AND RELATED CLAIMS
By Daniel C. Kim and Ryan Abernethy
This article provide an overview of some of the most common wage and hour issues encountered by trust and estate attorneys and fiduciaries.
[PAGE 26]

THE BROAD ARRAY OF CHARITABLE GIVING VEHICLES DEMYSTIFIED
By Margot Edwards and Aaron Hegji
This article reviews various vehicles that donors use to engage in philanthropy and highlights the practical implications of each option.
[PAGE 37]

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