Products
-
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
-
Fiduciary Under Fire: Risk Assessment, Avoidance, and Real-World Strategies in SNTs
CourseA practical risk management course for fiduciaries managing SNTs. Learn how to reduce liability, document defensibly, handle high-conflict families, and navigate complex distribution decisions with confidence.
$159
-
Disputes About SNT Distributions: Preparing for Success in the Evidentiary Hearing
CourseThis dynamic course will equip fiduciaries and legal professionals with essential skills to handle conflicts effectively.
$139
-
Judicial Perspectives Unveiled: Practical Insights on SNT Attorney and Trustee Fee Requests
Course5.0 average rating (3 reviews)Learn best practices for presenting fee requests, including strategies for effectively justifying the requested fees based on factors such as complexity, time spent, case outcomes, and fiduciary duties.
$99
-
The Attorney Representing the Professional Fiduciary as SNT Trustee: Is this Complicated
CourseFiduciary duties are among the highest duties in law. Where the interests of vulnerable individuals are at stake, fiduciaries should be mindful of the sacred responsibility of care and competence.
$85
-
Probate Court Hearing: Petition to Modify Disqualifying SNT & Order to Show Cause Concerning SNT Trustee Surcharge
Course5.0 average rating (1 review)Oftentimes, the best way to learn is to watch it live. Join our two intrepid attorneys as they argue two petitions before an experienced California Probate Judge.
$99