Products
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Trust Principal and Income Determinations
Course4.0 average rating (3 reviews)The 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.
$65
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Creditor Claims Against Trust Estate
Course4.5 average rating (6 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.
$65
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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.
$65
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Creating Checklists, Calendaring Deadlines, and Summarizing Rules
Course5.0 average rating (7 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.
$65
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Managing Challenging Trust Assets
Course3.7 average rating (3 reviews)During trust administration, there are a host of assets that can be challenging to administer, including homes, businesses, vehicles, and more.
$65
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Navigate Michigan Auto Insurance Reform: Top Mistakes to Avoid
CourseThis free course will discuss the updates and changes to Michigan laws regarding auto insurance. We will help you discover solutions to the top mistakes we see consumers make. Presented with Denise Mansfield of Mansfield Insurance Group.
Free