Family Wealth Management

This guide contains information about estate planning and the tax ramifications of family wealth.

Wills -- California

Publications specifically devoted to California wills are available in print, CD and/or online formats. Use OSCAR to locate the law library's holdings. Unless you have a specific author or title in mind, a Subject Search will usually be the most efficient way to locate relevant material: 

OSCAR Subject Searches

  • Wills -- California -- [e.g., Forms; Software]
  • Estate Planning -- California -- [e.g., Forms]
  • Wills -- United States
  • Estate Planning -- United States

OSCAR Call Number Searches

  • KFC195 = California Estate Planning
  • KFC201 = California Wills

Some recent materials in the California collection:

Treatises and Hornbooks

Any of these secondary sources will introduce you to the law of wills.

Drafting

The following provide practical suggestions for determining clients' wishes and for drafting wills that will accomplish a client's estate planning objectives.

Study Guides and Nutshells

Siegel's Wills and Trusts: Essay and Multiple-Choice Questions and Answers
Closed Reserve Room KF755 .Z9 S484 2013

Understanding Trusts and Estates, Andersen
Open Reserve Room KF730 .F86 2013

Wills and Trusts in a Nutshell, Mennell and Burr
Open Reserve Room KF755 .Z9 M38 2012

Wills, Trusts and Estates: Examples and Explanations, Beyer
Closed Reserve Room KF755 .Z9 B49 2012