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Fighting for Your Inheritance
California Trust and Will Trial Attorneys
Albertson & Davidson LLP Albertson & Davidson LLP
1-800-601-0170
Fighting for Your Inheritance
California Trust and Will Trial Attorneys

Home Form Vault Estate Planning

Estate Planning

Questionnaires/Worksheets For Estate Planning Clients:

  • Estate Planning Questionnaire – MARRIED couple
  • Estate Planning Questionnaire – SINGLE person

Estate Planning Information Memos:

  • Revocable Trusts v. Wills in California (PDF)
  • Funding Revocable Trusts (PDF)
  • Duties of Trustee (Fiduciary Duties) (PDF)
  • Transfer Tax System–Estate and Gift Tax (PDF)
  • Life Insurance Trusts (ILIT) (PDF)
  • Private Charitable Foundations (PDF)

  • Gifts to Minors (PDF)
  • Family Limited Partnerships (PDF)
  • Charitable Remainder Trusts (PDF)
  • Sale to Intentionally Defective Grantor Trust (PDF)
  • Qualified Personal Residence Trusts (QPRT) (PDF)

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(949) 608-0040

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Redwood City, CA 94065

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