Products
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Directed Trusts in California: Managing Fiduciary Duties and Liabilities
Course5.0 average rating (1 review)Learn how California’s Directed Trust framework reallocates fiduciary duties among trustees, trust directors, and co-trustees. Identify when to use each structure and how to manage liability, authority, and risk.
$95
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Trust Protectors in Special Needs Trusts: Oversight, Authority, and Best Practices
Course5.0 average rating (1 review)Learn how to use trust protectors in special needs trusts to provide oversight, manage risk, and maintain flexibility. Understand their authority, fiduciary status, and how to draft effective provisions.
$95
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2025 Conservatorship Updates: Navigating New Mandatory Forms
Course5.0 average rating (1 review)Learn the 2025 California conservatorship form changes, including new care plans, capacity assessments, and filing requirements. Avoid errors and meet updated court expectations with confidence.
$95
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Planning and Administering SNTs for Beneficiaries with Mental Illness
Course5.0 average rating (4 reviews)Learn how to plan and administer SNTs for beneficiaries with mental illness, including intake, treatment coordination, and risk management strategies.
$95
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Succession Planning & Selling Your Practice: Strategies for Estate Planning Attorneys and Professional Fiduciaries
Course5.0 average rating (1 review)Learn how to plan, transition, or sell your estate planning or fiduciary practice, including valuation, deal structure, client continuity, and succession strategies.
$95
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Layering of Rights: Balancing Independence, Support, and Substituted Decision-Making
Course5.0 average rating (2 reviews)Learn how to balance independence and protection using supported decision-making, least restrictive alternatives, and layered rights in conservatorship and special needs planning.
$95