Products
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Trustee and Attorney Compensation
Course4.5 average rating (4 reviews)Trustee and attorneys compensation for trust administration is subject to a variety of rules. This program provides the information the professional needs to stay out of trouble and be fairly compensated.
$119
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Court Proceedings in Trust Administration
Course4.8 average rating (4 reviews)This session covers the times that court pleadings may be necessary as part of a trust administration. This includes petitions for instructions, defending the trustee and much more.
$119
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Creating Checklists, Calendaring Deadlines, and Summarizing Rules
Course5.0 average rating (6 reviews)Trust administration is driven by deadlines, checklists, and rules. This program provides a plethora of each to aid in the administration of California trusts.
$89
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Managing Challenging Trust Assets
Course3.0 average rating (2 reviews)During trust administration, there are a host of assets that can be challenging to administer, including homes, businesses, vehicles, and more.
$89
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Parent Workshop: Creating Your Memorandum of Intent for a Special Needs Loved One
Course5.0 average rating (2 reviews)This workshop will help you develop a memorandum of intent that provides guidance and instruction on the proper care and support of your loved one with special needs.
Free
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Special Needs Means Specialized Family Law Planning Issues
CourseUnique issues arise during divorces when there is a child or spouse with special needs involved. Special needs planners should include in their plan what happens in a divorce when there is a spouse or child with a disability.
$119