Products
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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
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Fiduciary Income and Estate Taxation
Course4.5 average rating (2 reviews)Fiduciary income taxation is the income taxation of trusts and is contrasted with the estate tax. Fiduciary income taxation is the income taxation of assets in a person’s trust. Estate taxation looks at the value of a person’s estate at death.
$75
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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