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California Estate and Gift Tax Planning: Forms and Practice Manual

by Diana M. Hastings, Esq.

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  • Updated annually
  • First Edition published 1999
  • 2 volumes, 870+ pages, 80+ forms
  • ISBN# 1-57400-045-4
  • Includes a forms CD

California Estate and Gift Tax Planning: Forms and Practice Manual

California Estate and Gift Tax Planning: Forms and Practice Manual

Prominent California attorney, Diana M. Hastings, Esq., has drawn from her extensive experience to bring you insightful strategies and relevant forms for virtually every estate-planning situation you may encounter, in this newly revised two-volume manual featuring a bonus CD-ROM with more than 80 electronic forms.

This extensive, updated Manual, featuring more than 865 pages of content, will help you stay current and efficient by providing appropriate statutes and regulations – complemented by thorough discussions and analyses of the changing federal and California state laws. Plus, you’ll be expertly guided through an extensive selection of wills and trusts forms using an easy-to-follow, situation-oriented format. Included are customizable electronic forms for wills and trusts as well as explanations and planning strategies for estate, gift, and generation-skipping tax.

In addition to the updates made throughout many of the chapters, features in this supplement include: 

  • Planning for digital assets
  • Updates on California taxation of trusts’ income
  • Additional discussion concerning private placement life insurance and the ability to control the investments
  • Changes to the treatment of split-dollar life insurance agreements based on recent case law


Diana M. Hastings, Esq. is a partner in the San Francisco firm of Withers Bergman, LLP. She specializes in estate planning, estate and trust administration, and related matters, with an emphasis on international business succession planning, estate and gift tax, generation-skipping transfer tax, closely-held business issues, and trust law. She is a member of the California State Bar, the American Bar Association and the San Francisco Area Women Tax Lawyers. She is also a Fellow of the American College of Trusts and Estates Counsel, a member of the Society of Trust and Estate Practitioners, and a Certified Specialist in Estate Planning, Trust and Probate Law – California Board of Legal Specialization. Ms. Hastings received her J.D. from Cornell Law School in 1986.


» View Full Table of Contents [PDF]


Chapter 1: Introduction

Chapter 2: Overview of the Federal Transfer Tax System and Related Federal and California Income and Property Tax Provisions

Chapter 3: Transfers Subject to the Gift Tax 

Chapter 4: Planning for the Marital Deduction

Chapter 5: Irrecovable Transfers in Trust and Use of Similar Vehicles

Chapter 6: Foreign Matters

Chapter 7: Disclaimer Planning

Chapter 8: Valuation Issues

Chapter 9: Business Entities in the Estate Planning Context

Chapter 10: Retirement Plans in Estate Planning

Chapter 11: Estate, Gift and Generation-Skipping Tax Liability and Apportionment

Chapter 12: Estate Planning with Life Insurance

Chapter 13: Charitable Gift Planning



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