Here are all the products that are included in your bundle.
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The Fundamentals of California Trust Administration is divided into 13 one-hour webinar sessions taught by the best California attorneys and professionals to identify the important issues when administering a California trust.
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Learn the basics in administering a trust after the settlor’s death. We will cover what forms to file with the county, what notices need to go to the beneficiaries, what are the trustee responsibilities to the beneficiaries, and more.
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This course describes the Trustee’s often overlooked record keeping and accounting duties. Yet, the failure to meet these responsibilities can be dire, especially when audited by a beneficiary, their family, successors, or others.
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This program will provide an overview of issues to consider when funding subtrusts of a revocable trust after a first spouse’s death, including identifying and understanding marital deduction formulas, timing of funding, tax considerations, and more.
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An overview of all the Trustee's legal duties in administering a California trust. This program summarizes the different legal duties a trustee will encounter during trust administration.
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This program discusses the financial planning needed to comply with the requirements of the Prudent Investment Act, the trust document, and California law.
