With CEB’s Trusts & Estates coverage, you can:

• Skillfully draft wills and trusts, for both couples and individuals, that clearly express your clients’ intent and instructions for straightforward administration
• Advise your clients on federal and state income, capital gains, estate and gift taxes, including generation-skipping transfer (GST), and property tax reassessment issues
• Monitor all aspects of a trust or probate administration to avoid errors or noncompliance
• Monitor all steps of probate sales or sales of real or personal property, and advise clients on the relevant tax consequences
• Provide clients with a clear understanding of a fiduciary’s duties, powers, and applicable standards of care
• Analyze claims of creditors and third parties against estate or trust property
• Seek modification, revocation, or termination of a trust
• Understand and navigate the interplay of the procedural and substantive rules of the Probate Code, Code of Civil Procedure, Civil Code, and Evidence Code regarding trust, probate, and other fiduciary matters
• Initiate, conduct, and complete probate proceedings and litigation in the probate courts
• Prepare, present, and defend fiduciary accounting and reports, including petitions for preliminary and final distribution
• Prosecute and defend breach of fiduciary duty claims, including compelling a fiduciary to act or not to act, and surcharge issues
• Understand the standing, grounds, evidentiary requirements, procedures, and pleadings peculiar to will contests
• Properly complete the forms required to start a conservatorship, as well as preparing the petition and subsequent forms

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Practice Guides

Rely on CEB’s expert community of contributing judges and lawyers to frame and organize the legal issues for you before you dive into case law research or start drafting. The most trusted and comprehensive California-specific practice guides available. 

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Select Forms

Jump-start your drafting with select forms, available as part of many CEB practice guides. 

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Primary Law

Leverage our best-in-class legal search to find the most relevant content, fast. Narrow your results with advanced filters, including court, cause of action, procedural posture, and disposition. Coverage includes California Court of Appeals and Supreme Court, Ninth Circuit Court of Appeals, and U.S. Supreme Court case law, as well as the California Codes and California Constitution.  

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TrueCite®

Is that case still good? Find out at a glance. Color-coded treatment flags let you know immediately whether a case has negative history and which subsequent decision is responsible for the most critical treatment.  

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