Products
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Creating Clear and Consistent Procedures for Making Proper SNT Distributions
CourseThe SNT administration process can be filled with friction for both the trustee and beneficiary. Clear procedures and well-communicated expectations help the trustee’s team and the beneficiary has a smooth and consistent experience.
$99
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Understanding Regional Center and In-Home Supportive Services (IHSS) Benefits
CourseLifetime caregiving costs for persons with disabilities can be astronomical. It is imperative that the planner knows how to stretch out all available resources for the person with a disability.
$99
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Introduction to California Trust Administration
Course5.0 average rating (10 reviews)The Fundamentals of California Trust Administration is divided into 13 one-hour webinar sessions taught by the best California attorneys and professionals to identify the important issues when administering a California trust.
$65
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Administering Single Person Trust or Second to Die Trust After Death
Course4.7 average rating (6 reviews)Learn the basics in administering a trust after the settlor’s death. We will cover what forms to file with the county, what notices need to go to the beneficiaries, what are the trustee responsibilities to the beneficiaries, and more.
$65
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Trustee's Recordkeeping and Accounting Requirements
Course5.0 average rating (6 reviews)This course describes the Trustee’s often-overlooked record-keeping and accounting duties. Yet, the failure to meet these responsibilities can be dire, especially when audited by a beneficiary, their family, successors, or others.
$65
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Subtrust Allocation and Funding at Death of First Spouse in Joint Trust
Course5.0 average rating (2 reviews)This program will provide an overview of issues to consider when funding subtrusts of a revocable trust after a first spouse’s death, including identifying and understanding marital deduction formulas, timing of funding, tax considerations, and more.
$65