Products
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Juggling the Tools for Persons with Disabilities: Supported Decision-Making, Limited Conservatorships, and SNTs
Course4.3 average rating (6 reviews)This course delves into the unique planning landscape for individuals with special needs, focusing on three pivotal tools: Supported Decision-Making, Limited Conservatorships, and Special Needs Trusts (SNTs).
$85
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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.
$85
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Unpacking the New California Uniform Fiduciary Income and Principal Act
Course5.0 average rating (5 reviews)Starting January 1, 2024, the Uniform Fiduciary Income and Principal Act (UFIPA) revolutionizes trust administration, embedding modern portfolio theory into the fabric of fiduciary duties and asset management.
$85
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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.
$85
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The McGee Case: SNT Trustee's Best Friend or Worst Nightmare?
Course5.0 average rating (15 reviews)The landmark McGee decision sets the standard for SNT trustees in the proper administration of SNTs. This session equips trustees with an authoritative grasp of the post-McGee legal terrain.
$85
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Cracking the Judicial Code: Enhancing Attorney and Fiduciary Communications
Course4.5 average rating (4 reviews)Discover the key factors influencing judicial rulings and learn techniques for crafting persuasive arguments, structuring written submissions, and delivering compelling oral presentations that resonate with judges.
$99