Description
California Estate and Gift Tax Planning: Forms and Practice Manual
Prominent California attorney, Alan R. Seher, Esq., has drawn from his 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 more than 80 electronic forms.
This extensive, updated Manual, featuring more than 930 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:
- Updates to 2025 amounts for exclusion, exemption and other related matters.
- Updates as to new Final and Proposed Treasury Regulations.
- Revised Section 9.1.1 to reflect changes to the Corporate Transparency Act.
- New Section 4.3.5.6 on QTIP Terminations.
- New Section 13.2.1.2 on Gifts of Cryptocurrency.
