Complimentary CLE Webinar: "The Twelve Axioms of Wealth Planning"
"Ethics in Estate Planning 2.0: The Hidden Hazards of Trying to Do the Right Thing"
"Asset Protection in California: Pitfalls and Opportunities"
"How to Draft Trust Provisions to Protect Trustees & Other Fiduciaries from Liability"
The 7 Axioms to Avoid Fiduciary Liability When Investing Trust Assets
How to Effectively Manage Income Tax Issues in Estate Planning & Post-Mortem Trust Administration
"Tax Considerations in Drafting a Revocable Living Trust Agreement"
How to Understand the Complexities of California Real Property Tax Issues
"How to Effectively Counsel Your Estate Planning Clients Under the American Taxpayer Relief Act"