Disclaimers in California Probates

Disclaimers are an incredible tool to be used in California estate planning, trust and probate law. Typically they are used after death in probate and trust administration settings. In some cases people call it “after death estate planning.” In any event it is a very powerful tool that not enough California attorneys know about. Below are my notes from my 2008 NBI seminar I presented on probate in California. As always contact me directly with questions or visit our website for more info at
  1. Disclaimers
    1. A disclaimer is a procedure whereby a beneficiary (including an estate or trust) may chose to give up a right to an asset by signing a written document so stating.  Disclaimers are sometimes wri
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