Products
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Ahead of the Curve: Embracing 2024’s Legal Reforms in Estate and Trust Management
BundleExplore 2024's legal changes in estate and trust management with our seven-part series.
$530
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Compliance or Consequences: The Stark Realities of the Corporate Transparency Act
CourseIn a landscape where regulatory requirements are constantly evolving, the Corporate Transparency Act has set new benchmarks for transparency and accountability in the estate planning and business world.
$89
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Juggling the Tools for Persons with Disabilities: Supported Decision-Making, Limited Conservatorships, and SNTs
Course4.0 average rating (4 reviews)This course delves into the unique planning landscape for individuals with special needs, focusing on three pivotal tools: Supported Decision-Making, Limited Conservatorships, and Special Needs Trusts (SNTs).
$89
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Keeping Your Sanity: Effective Client Vetting for Conservatorships, Trusts, and Special Needs Trusts
Course4.7 average rating (3 reviews)Master the art of interviewing potential clients for conservatorships, trusts, and SNTs, featuring insights from our speaker, and learning how to build strong relationships and achieve better outcomes.
$89
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Unpacking the New California Uniform Fiduciary Income and Principal Act
Course5.0 average rating (5 reviews)Starting January 1, 2024, the Uniform Fiduciary Income and Principal Act (UFIPA) revolutionizes trust administration, embedding modern portfolio theory into the fabric of fiduciary duties and asset management.
$89
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Never Too Early to Plan Ahead: How People Can Pay Less Death Taxes
Course5.0 average rating (1 review)The federal estate tax exemption is at a historic high but soon will be cut in half. In 2024, the federal estate tax rate is an enormous 40% if you have over $13.61 million in total assets as an individual.
$89