What is a Certificate of Independent Review?

What is a Certificate of Independent Review? Attorney Julian LaCasse explains: A Certificate of Independent Review is a tool that you can use to help insulate your appointed trustee, or a gift you’re making to a person who would otherwise be a prohibited transferee from potential litigation by someone who was involved with your estate plan. If you have any more questions about preparing a Certificate of Independent Review or what it’s for, please talk to a California estate planning attorney.