Sandy Isaac Authors LexisNexis Practical Guidance Note on Community Property Considerations in Estate Planning

Buchalter Partner Sandy Isaac has authored a new Practical Guidance note for LexisNexis® titled “Community Property Considerations in Estate Planning.” It covers key topics including the legal distinctions between community and separate property, the impact of marriage and registered domestic partnerships, and the presumptions that govern property classification—along with strategies for rebutting those presumptions. The note also addresses the use of marital property agreements and transmutations, estate planning tools such as trusts, and special considerations for blended families. Additionally, it explores the tax implications of planning with different property types and outlines probate and nonprobate transfer mechanisms.

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