Products
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Ethical Communication in Special Needs Trust Practice: Rules 4.2 and 4.3
CourseLearn how to navigate communication ethics in special needs planning and trust administration. This program covers California Rules 4.2 and 4.3, guiding attorneys and fiduciaries on ethical communication with clients, families, and agencies.
$95
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Ethical Landmines with Impaired Clients: Lessons from Herren and Spears
CourseRecent high-profile cases, including Herren v. George S. and the conservatorship of Britney Spears, are reshaping how courts view an attorney’s duty when representing impaired or dependent clients. This ethics session explores new and emerging risks.
$95
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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