Products
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Fiduciary Compliance Toolkit
BundleIncludes 6 on-demand courses covering tax strategy, SNT distributions, trustee reporting, investment duties, and court compliance—giving fiduciaries practical tools to stay current, confident, and audit-ready.
$520
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Directed Trusts in California: Managing Fiduciary Duties and Liabilities
CourseSept. 4, 2025 I 12pm - 1pm PST I 1.0 General MCLE This webinar explores how directed trustees, trust directors, and co-trustees can group responsibilities to align with a settlor’s objectives.
$95
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Trust Protectors in Special Needs Trusts: Oversight, Authority, and Best Practices
Course5.0 average rating (1 review)This session will explore the powers and limitations of trust protectors, their role in modifying trust provisions, replacing trustees, and responding to changes in laws or the beneficiary’s needs.
$95
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2025 Conservatorship Updates: Navigating New Mandatory Forms
Course5.0 average rating (1 review)Join us July 17 at 12pm PT to review new mandatory conservatorship forms now in effect, including the Medical Ability to Attend Hearing and expanded Capacity Assessment.
$95
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Planning and Administering SNTs for Beneficiaries with Mental Illness
Course5.0 average rating (3 reviews)We will explore key considerations in SNT administration, collaboration with attorneys, and the role of Psychiatric Advance Health Care Directives in long-term care planning.
$95
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Succession Planning & Selling Your Practice: Strategies for Estate Planning Attorneys and Professional Fiduciaries
CourseThis session will explore key considerations for succession planning, including structuring your practice for a seamless handoff, identifying potential successors, and maintaining client continuity.
$95