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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)
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
Handouts
Other TE-Related Webinars
- 📽️ Planning w. the Pros (Estate Administration) - The Probate Investigator’s Prevention Plan
- 📽️ Planning w. the Pros (Estate Planning & Admin) Business Valuations Pt 1: How to Review/Understand a Business Appraisal for Estate Planning/Administration w/ Mercer Capital
- 📽️ Planning w. the Pros (Estate Planning & Admin) Business Valuations Pt 2 w/ Mercer Capital
- 🎥 Vicarious Trauma Training for TE Professionals
- 🎥 Recession-Proof your Pipeline: The secrets to selling estate planning when money is tight.