REQUIRES: GOLD or higher membership.
This self-paced online course covers the basics of foundational, comprehensive estate planning for California residents, including a quick introduction to some advanced topics.
|Module 1||How to Select Trustees|
|Unit 1||How to Select Trustees|
|Module 2||New Paradigm for Tax Planning|
|Unit 1||New Paradigm for Tax Planning|
|Module 3||Perils of Joint Tenancy|
|Unit 1||Perils of Joint Tenancy|
|Module 4||What the Heck is a Gun Trust?|
|Unit 1||What the Heck is a Gun Trust?|
|Module 5||Reassessment and Estate Planning|
|Unit 1||Intro to Reassessment|
|Unit 2||Reassessment and Individuals|
|Unit 3||Reassessment and Entities|