However, the deceased spouse’s estate retains no right to this inherited quasi-community property, which becomes the sole and exclusive property of the surviving spouse. 

Distributing quasi-community property through a conventional estate plan presents unexpected challenges. While California law permits married couples to independently address quasi-community property concerns before death, understanding what can and cannot be considered quasi-community property can be difficult.

 

Philip J. Kavesh
Helping clients with customized estate planning guidance and trust & estate administration for over 44 years.