Products
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Fundamentals of California Trust Administration
BundleThe Fundamentals of California Trust Administration course is 13-one-hour webinars hosted by top California attorneys and professionals on the necessary steps to administer all types of California trusts properly.
$890
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Introduction to California Trust Administration
Course5.0 average rating (7 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
Course4.5 average rating (4 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 (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