Products
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Keeping Your Sanity: Effective Client Vetting for Conservatorships, Trusts, and Special Needs Trusts
Course4.8 average rating (4 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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Never Too Early to Plan Ahead: How People Can Pay Less Death Taxes
Course5.0 average rating (3 reviews)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
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Introduction to California Trust Administration
Course5.0 average rating (8 reviews)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.
$89
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Administering Single Person Trust or Second to Die Trust After Death
Course4.6 average rating (5 reviews)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.
$89
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Trustee's Recordkeeping and Accounting Requirements
Course5.0 average rating (6 reviews)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.
$99
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Subtrust Allocation and Funding at Death of First Spouse in Joint Trust
Course5.0 average rating (2 reviews)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.
$99