Complimentary CLE Webinar: "The Twelve Axioms of Wealth Planning"
Complimentary CLE Webinar: "How to Draft a Basic Revocable Living Trust Agreement"
"The 5 Easy Pieces of Post-Mortem Trust Administration"
"Ethics in Estate Planning 1.0: The Hidden Hazards of Trying to Do the Right Thing"
"Ethics in Estate Planning 2.0: The Hidden Hazards of Trying to Do the Right Thing"
"Planning, Drafting & Administering the New and Improved QTIP Trust"
How to Use an Irrevocable Life Insurance Trust (ILIT) to Exponentially Enhance the Effectiveness of Your Client's Estate Plan
"Planning and Drafting Effective Powers of Appointment"
"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
"Estate Planning for Unmarried Couples, Registered Domestic Partners & Same-Sex Couples (DOMA)"
"Planning and Drafting an Effective Pet Protection Trust"
"Determining Testamentary Capacity in California After the Lintz and Andersen Cases: A Perplexing Task""
"How to Effectively Counsel Your Estate Planning Clients Under the American Taxpayer Relief Act"
"How to Measure a Client’s Mental Capacity, Potential Undue Influence & Elder Abuse"
CLE COURSE BUNDLE: "6- 90 minute CLE Estate Planning Webinars"