Orange County Bar Association
Trusts & Estates
The purpose of the Trusts and Estate Section is to improve the knowledge of the members of the Section and the Bar in areas of the law involving estate planning, probate and trusts, to form an available working unit to assist in the activities of the Orange County Bar Association, and to otherwise further the interests of the Orange County Bar Association and the legal profession as a whole.
Section Leadership
2008 Section Chair: |
 Denise Tevino Trevino Law |
Upcoming Meetings
|
2008
|
|
| May: | Understanding California's Domestic Partnership Law by Wendy Hartmann and Diane Abbitt |
| June: | Family Law and Estate Planning by Michelle West and Norbert Bunt |
| July: | Gift, Estate and Trust Tax Audit Issues by Cheryl Schaffer and Jerry Larsen |
| August: | Ethics/Elimination of Bias by Brandi Young |
| September: | Technology in the Court Room by Barkley Court Reporters |
| October: | Fall Seminar/TBA |
| November: | TBA |
| December: | Holiday Luncheon |
|
2009
|
|
| January: | Updates on the Estate Tax by Richard Heaton |
Downloadable Documents
These documents are available in PDF
format. Requires the free application Adobe Reader to open and print.
Probate Examiners Checklists*
More coming soon
- Checklist 1 - Guardianship - Appointment
- Checklist 2 - Conservatorship Appointment - Limited
- Checklist 3 - Conservatorship Appointment - General
- Checklist 4 - Conservatorship - Substituted Judgement
- Checklist 5 - PC 850 Petition
- Checklist 6 - Petition To Change Name
- Checklist 7 - Petition To Establish Record of Birth / Death / Marriage (H And S 103450)
- Checklist 8 - Spousal Property Petition (PC 13650)
- Checklist 9 - Sales Of Real Property
- Checklist 10 - Decedent - Removal (PC 8500)
- Checklist 11 - Petition To Administer (PC 8000)
- Checklist 13 - Decedent Petition To Determine Distribution (PC 11700)
- Checklist 14 - Decedent - Family Allowance (PC 6540)
- Checklist 15 - Trust Account
- Checklist 16 - Guardianship Final Account
- Checklist 17 - Guardianship Account Current
- Checklist 18 - Conservatorship Final Account
- Checklist 19 - Conservatorship Account Current
- Checklist 20 - Conservatorship / Guardianship / Decedent / Trust - Miscellaneous
- Checklist 21 - Minor's Compromises / Compromises Of Adult Incompetents
- Checklist 22 - OSC RE Compliance
- Checklist 23 - Citations And Order To Show Cause
- Checklist 24 - Private Professional Care And Management Plan
- Checklist 25 - Decedent's Final Account / Report
* With special thanks to Hon. Marjorie Carter, Linda Martinez, and Lynne Hayes.
Other Documents
Useful links
- Superior Court of California, County of Orange, Probate Court
- The State Bar of California Trusts and Estates Section web page
- California Secretary of State
- Orange County Recorder's Grantor/Grantee Index
- Wills and Obituaries
- Internal Revenue Service and Publications
- Social Security Death Index -- Interactive Search
- California Revenue and Taxation Code
