Products
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Trustee's Recordkeeping and Accounting Requirements
Course5.0 average rating (4 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 (1 review)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
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Overview of Trustee's Legal Duties
Course5.0 average rating (4 reviews)An overview of all the Trustee's legal duties in administering a California trust. This program summarizes the different legal duties a trustee will encounter during trust administration.
$99
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Investment and Management of Trust Assets
Course3.0 average rating (1 review)This program discusses the financial planning needed to comply with the requirements of the Prudent Investment Act, the trust document, and California law.
$110
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Trust Principal and Income Determinations
CourseThe difference between a trust’s principal and income may seem obvious. But, as the administration process unfolds, the line often starts to blur. This webinar seeks to restore a trustee’s clarity in making principal-income determinations.
$115
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Creditor Claims Against Trust Estate
Course4.4 average rating (5 reviews)When a person dies, creditors can hold their trust responsible for paying their outstanding debts. Similarly, creditors may be able to collect payment for the outstanding debts of beneficiaries from the distributions they receive from the trust.
$119