Products
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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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Trustee and Attorney Compensation
Course4.6 average rating (5 reviews)Trustee and attorneys compensation for trust administration is subject to a variety of rules. This program provides the information the professional needs to stay out of trouble and be fairly compensated.
$119
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Court Proceedings in Trust Administration
Course4.8 average rating (5 reviews)This session covers the times that court pleadings may be necessary as part of a trust administration. This includes petitions for instructions, defending the trustee and much more.
$119
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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.
$89
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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.
$89
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Parent Workshop: Creating Your Memorandum of Intent for a Special Needs Loved One
Course5.0 average rating (2 reviews)This workshop will help you develop a memorandum of intent that provides guidance and instruction on the proper care and support of your loved one with special needs.
Free