Family Wealth Management

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

Drafting Trusts

The following books and programs provide practical advice, although not specific to California:

Brody, The Irrevocable Life Insurance Trust: Forms with Drafting Notes (2012)

Mezzullo, An Estate Planner's Guide to Family Business Entities: Family Limited Partnerships, Limited Liability Companies and More (2011)

Hunt, Estate Planning Forms (2009)

Grassi, A Practical Guide to Drafting Irrevocable Life Insurance Trusts (2007)

Shaffer, The Planning and Drafting of Wills and Trusts (2007)

See the California CEB materials for California-specific drfting materials.

Treatises and Hornbooks

The following materials discuss the law of trusts from a scholarly perspective. Knowing the history and development of different varieties of trusts is important to understanding how they can be used.

The law of trusts and trustees: a treatise covering the law relating to trusts and allied subjects affecting trust creation and administration, with forms, Kove et al.
[Bogert Trusts and Trustees]
KF730 .B63

Restatement of the law, third,  trusts
KF730 .R478 2003 (4 vols. plus supplement)
(Earlier, superseded volumes are in Remote Storage)

(Volumes 1 and 2 are available via Hein Online)

Fiduciary Law, Frankel

Use OSCAR to locate additional treatises. Useful OSCAR Subject Searches include:

  • trusts and trustees -- [United States] [California] 

See also related topics, such as:

  • executors and administrators
  • inheritance and succession
  • life insurance trusts
  • living trusts
  • revocable trusts
  • spendthrift trusts

Note the location in the OSCAR records. Some of these materials are in the second floor stacks; others in the Open Reserve room (the Stauffer Collection).

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

Annual Conferences on Estate Planning

Annual congresses on estate planning, some of which have been conducted for decades, will discuss a range of current issues:

Heafey Law Library Research Team