Products
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Small Numbers, Big Consequences: What Brokerage Statements Reveal About Fiduciary Risk
CourseLearn how to read brokerage statements as fiduciary risk documents. This course helps attorneys and fiduciaries spot investment red flags, evaluate fee transparency, and ensure trust portfolios comply with the prudent investor rule.
$95
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Ethical Communication in Special Needs Trust Practice: Rules 4.2 and 4.3
CourseLearn how to navigate communication ethics in special needs planning and trust administration. This program covers California Rules 4.2 and 4.3, guiding attorneys and fiduciaries on ethical communication with clients, families, and agencies.
$95
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Ethical Landmines with Impaired Clients: Lessons from Herren and Spears
Course5.0 average rating (1 review)Recent high-profile cases, including Herren v. George S. and the conservatorship of Britney Spears, are reshaping how courts view an attorney’s duty when representing impaired or dependent clients. This ethics session explores new and emerging risks.
$95
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Directed Trusts in California: Managing Fiduciary Duties and Liabilities
Course5.0 average rating (1 review)Learn how California’s Directed Trust framework reallocates fiduciary duties among trustees, trust directors, and co-trustees. Identify when to use each structure and how to manage liability, authority, and risk.
$95
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Trust Protectors in Special Needs Trusts: Oversight, Authority, and Best Practices
Course5.0 average rating (1 review)Learn how to use trust protectors in special needs trusts to provide oversight, manage risk, and maintain flexibility. Understand their authority, fiduciary status, and how to draft effective provisions.
$95
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2025 Conservatorship Updates: Navigating New Mandatory Forms
Course5.0 average rating (1 review)Learn the 2025 California conservatorship form changes, including new care plans, capacity assessments, and filing requirements. Avoid errors and meet updated court expectations with confidence.
$95