Trusts and Estates

Ca. Trs. & Estates Quarterly 2020, Volume 26, Issue 1

Inside this Issue:

Practitioner’s Guide to Preserving the Latino Legacy………………6
When a Latino client meets with a California estate planner, many concepts can get lost in translation. This article is a guide to communicating effectively with Latino clients and assisting them in understanding estate planning in California, with an emphasis on the income and gift tax difficulties typically faced by Latino estate planning clients.
Ariana M. Perfecto, Esq.

ING Trusts and the State of California…………………………………20
The article explores the planning approach of an irrevocable trust that allows the client/grantor to receive distributions without losing creditor protection and without the undesirable payment of gift tax, and with the potential of deferring payment of California fiduciary income tax on income that may be accumulated.
Diana M. Hastings

Shall We Check His Text Messages? The Growing Trend of Creating Wills in the Digital Age………………………………………….31
The article discusses the current state of California law governing the execution of a will, proposed legislation as drafted and adopted by the Uniform Law Commission, the nuances of the legislation of other states that currently authorize electronic wills, and the experience and concerns of trusts and estates practitioners that should inform the recognition of electronic wills in California.
Thomas W. Shaver, Esq., Carlena L. Tapella, Esq., John M. Andersen, Esq. and Agnieszka K. Adams

2019 Legislation: The Cost to be a Lawyer Just Got Higher and Other Important Legislative Updates for Trusts And Estates Practitioners……………………………………………………………………45
The California legislative session has closed, and this issue includes our annual review of newly enacted legislation that our section members can incorporate into a current and effective trusts and estates practice.
Kristen E. Caverly, Esq. and Lisa B. Roper, Esq.

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