Products
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Practice Smarter Bundle
BundleStreamline your workflow, strengthen client relationships, and grow your practice with five practical courses on digital tools, client communication, and business strategy—all designed for attorneys and fiduciaries.
$400
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Directed Trusts in California: Managing Fiduciary Duties and Liabilities
CourseCalifornia’s new Directed Trust Statute allows for the segmentation of fiduciary duties and liabilities. 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
CourseThis webinar 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
CourseJoin 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