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

A CALIFORNIA COMPANION includes all of the statutes required for the California Bar Exam plus selected additional statutes covering:

Intestate succession

Wills, no-contest clauses

Adopted, step, and non-marital children

Posthumously conceived children

Disqualified transferees

Financial elder abuse

Non-probate transfers

Powers of appointment

Trustee s duty to inform and account

Rights of creditors to reach trust assets

A CALIFORNIA COMPANION features forty-seven principal California cases and fifty-seven note cases determining:

Time limits for filing wills and claims to estate property

Inheritance by, from, and through adopted and non-marital children

Equitable adoption

Inheritance by children conceived after death of parent

Execution and revocation of formal and holographic wills

Validity of no-contest clauses

Standing to claim elder abuse and limits on remedy

Disqualified transferees

Tests for mental capacity

Undue influence

Attorney liability to intended beneficiaries for malpractice

Tort of intentional interference with expected inheritance

Trust revocation

Severance of joint tenancy

Rights of creditors in trust assets

Rights of beneficiaries to trust accounting

Remainder beneficiaries standing to sue trustee of revocable trust

New in the 2015 2016 Edition:

Statutory changes

• All statutes updated to May 29, 2015
• Bills introduced in 2015-2016 legislative session

New cases

Bounds v. Superior Court

Marriage of Greenway

Burnham v. Calif. Pub. Emp. Ret. System

McMackin v. Ehrheart

Donkin v. Donkin

Sefton v. Sefton (II)

Estate of Trikha

Siegel v. Fife

Frealy v. Reynolds

Straley v. Gamble

Graham-Sult v. Clainos

Ukkestad v. RBS Asset Finance, Inc.

Jenkins v. Teegarden

Vance v. Bizek

Lintz v. Lintz