Products
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Unpacking the New California Uniform Fiduciary Income and Principal Act
Course5.0 average rating (5 reviews)Starting January 1, 2024, the Uniform Fiduciary Income and Principal Act (UFIPA) revolutionizes trust administration, embedding modern portfolio theory into the fabric of fiduciary duties and asset management.
$89
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Never Too Early to Plan Ahead: How People Can Pay Less Death Taxes
Course5.0 average rating (2 reviews)The federal estate tax exemption is at a historic high but soon will be cut in half. In 2024, the federal estate tax rate is an enormous 40% if you have over $13.61 million in total assets as an individual.
$89
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Strategic Choices in Medi-Cal Planning: Why OBRA 93 Trusts May Be Superior to SNTs
Course5.0 average rating (8 reviews)The elimination of Medi-Cal’s asset test has fundamentally changed special needs planning. OBRA 93 trusts, trusts that would have been unsuitable before the change in the asset test, will now be the standard going forward.
$89
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The McGee Case: SNT Trustee's Best Friend or Worst Nightmare?
Course5.0 average rating (15 reviews)The landmark McGee decision sets the standard for SNT trustees in the proper administration of SNTs. This session equips trustees with an authoritative grasp of the post-McGee legal terrain.
$89
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Cracking the Judicial Code: Enhancing Attorney and Fiduciary Communications
Course4.5 average rating (4 reviews)Discover the key factors influencing judicial rulings and learn techniques for crafting persuasive arguments, structuring written submissions, and delivering compelling oral presentations that resonate with judges.
$115
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Digital Tools for Special Needs Planning: Empowering Professionals
Course5.0 average rating (2 reviews)Learn how to leverage digital innovations to streamline your workflow, enhance collaboration with clients and colleagues, and improve overall efficiency and effectiveness in your practice.
$130