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Self Study Articles

Brief Survey of Western States’ Laws Relevant to California Estate Planners


California Trusts and Estates Quarterly Vol. 25, Issue 2, 2019
Credit(s): 1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Self-Study Credit
Course Number: TEQ_Vol.25_No.2_2019
Access: Available for 3 months after Registration
Passport: This product is Passport Eligible 
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    Category: Trusts & Estates
    Category: Trusts & Estates (show less)
    It is sometimes necessary for California estate planning practitioners to address matters arising in other states. Sometimes a client has moved from another state, is moving to another state, or owns property in another state. Because of geographic proximity, multi-jurisdictional issues frequently involve the laws of four Western states, in particular, Arizona, Nevada, Oregon, and Washington. This article will provide a brief survey of the laws in each of these four states...This article cannot possibly do more than highlight some of the differences each of these four states have with California. The author will assume that the reader has a good understanding of California laws pertinent to estate planning and will only focus on the key issues from each of the other Western states. A helpful summary chart is included at the end of the article.
    1 Legal Specialization in Estate Planning; Trust & Probate Law  

    1 Self-Study Credit  

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