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Take our FREE California Concealed Carry (CCW) Class!

REQUIRES: FREE 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

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