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Estate Planning and Trusts
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VALUABLE RESOURCES
CalCPA state Estate Planning Committee

LA Chapter Estate Planning Committee


Links to forms and instructions
CalCPA Estate Planning Forum

Post questions about estate planning; connect with colleagues.

Estate Planning Links
Financial Empowerment Podcast

Preparing for the End of Life —CPA Mike Allmon has advised several clients on what they should do to make sure their estates are disposed of as they would wish. He covers wills, living trusts, letters of instructions, and powers of attorney in this podcast. Download the podcast (Mp3, 5Mb)

California Uniform Principal and Income Act

CalCPA Chapters
Find a local estate planning committee or discussion group. 



California Codes
Sections relevant for estate planning professionals:
The link above is to a list of all 29 California Codes, including the Probate Code.
When you select "Probate Code" and then click on the "Search" button, you'll see an extensive Table of Contents.
Selected items included in the Probate Code:
  • 4100 -- Powers of Attorney
  • 4700 -- Durable Powers Of Attorney For Health Care
  • 6400 -- Intestate Succession
  • 8800 -- Inventory and Appraisal
  • 9000 -- Creditor Claims
  • 16300 -- Revised Uniform Principal and Income Act