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Trusts & Estates Education

Trusts & Estates Education

Education at your fingertips: Webinars, one-pagers, resource guides.

Post-Death Administration

🎥 Estate & Trust Administration - The Fundamentals of Administration and How to Use Trustate to Get It Done! (Pt 2)

🎥 Estate & Trust Administration - The Fundamentals of Administration and How to Use Trustate to Get It Done! (Pt 1)

📽️ Back to Basics (Post-Death Admin) Part 1 - Bringing in the Estate/Trust Administration Client - (From consultation through early stages of admin)

📽️ Back to Basics (Post-Death Admin) Part 2 - Administering the Estate or Trust Stage 1 (Once Retained)

📽️ Back to Basics (Post-Death Admin) Part 4 - What Remains - Closing the Post-Death Administration and Opening the Ongoing Trust Management

📽️ Back to Basics (Post-Death Admin) Part 3 - Administering the Estate or Trust Stage 2 (Estate Tax Considerations)

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Estate Planning

🎥 Back to Basics (Estate Planning) - Estate Planning Errors and How to Avoid Them!

🎥 Lessons in Will & Trust Construction and Avoiding Estate Litigation w/Michael Bakhama (Estate Litigator)

🎥 Demystifying Marital Trust Planning

🎥 Back to Basics (Estate Planning) - Structuring and Drafting Estate Planning Docs w Trustate

📽️ Back to Basics (Trust Funding): How to Properly Fund Trusts - Deeds, Accounts, Tangibles, and more!

🎥 How to Draft Deeds Into Trust

🎥 The Estate Planner's Superpower: Powers of Appointment Explained

🎥Creditor Protection without Creditor Protection Trusts

🎥 Installment Sales to Irrevocable IDGTs

🎥. Skipping Generations, Not Strategy - A Practical Guide to GST

🎥 Effective Administration of ILITs

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Handouts

📄 Handout - Estate Admin Marketing One-pager

📄 Handout - Client Consultation Checklists

📄 Handout - "Benefits of a Revocable Trust Agreement" Marketing Template

📄 Handout - Estate Planning Execution Meeting Checklist