Do I need to update my estate plan?REQUIRES: FREE or higher membership. This quick course will help you gauge whether it is time to meet with a qualified attorney for comprehensive review of your estate plan. REWARD BONUS: Upon completion, call our office 949-215-9995 to receive special voucher good for two full days of training (your choice of pistol, rifle or shotgun) at the world's largest shooting school. (Offer limited to Southern California residents. Limit 1 per person, adults only.)
Module 1 Family Changes You may need to update your estate plan due to changes in your family makeup and relationships. Unit 1 Family Changes Module 2 Property Changes Your estate plan may need to be updated because of changes in your property. This may be merely a matter of funding your property into trust, or it may involve more substantial change to dispositions and plan structure, especially if the need for tax planning changes. Unit 1 Property Changes Module 3 Law Changes You may need to update your estate plan due to changes in law affecting the asset protection and family protection objectives (for example, gun control and tax legislation, or decisions in trust-busting cases). Unit 1 Law Changes
Estate Planning 101REQUIRES: 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 The most important decision you will make in estate planning is that of trustee selection. Unit 1 How to Select Trustees Module 2 New Paradigm for Tax Planning Passage of ATRA in 2013 brought forth a new paradigm for most estate plans, one requiring flexibility to shield families from income tax as well as estate tax. Unit 1 New Paradigm for Tax Planning Module 3 Perils of Joint Tenancy Among married couples in California, joint tenancy is the most common manner of holding title to real property. Joint tenancy is known as a "poor man's estate plan" because it can be a simple way to transfer property at death, yet the many problems that can result from planning this way make joint tenancy a horrible choice for most families. Unit 1 Perils of Joint Tenancy Module 4 What the Heck is a Gun Trust? We believe every family--at least every gun-owning family--should consider having a separate gun trust, especially if they are serious about carrying on the firearm legacy. Unit 1 What the Heck is a Gun Trust? Module 5 Reassessment and Estate Planning Reassessment issues can explode like landmines. Study this issue carefully so your survivors will not be forced to pay huge increases in property taxes. Unit 1 Intro to Reassessment Unit 2 Reassessment and Individuals Unit 3 Reassessment and Entities
California CCW Online Review CourseREQUIRES: FREE or higher membership. DO NOT CONFUSE THIS ONLINE COURSE WITH OUR LIVE CCW CLASS. This online course is optional, designed for review and exam purposes, and is not a substitute for attending our live course for the California License to Carry a Concealed Weapon (CCW).
Module 1 Handgun Safety Handgun Safety Unit 1 Video: Handgun Safety (CCW, Module 1) Module 2 Handgun Operation Handgun Operation Unit 1 Video: Handgun Operation (CCW, Module 2) Module 3 Defensive Ammunition Defensive Ammunition Unit 1 Video: Defensive Ammunition (CCW, Module 3) Module 4 Handgun Shooting Fundamentals Handgun Shooting Fundamentals Unit 1 Video: Handgun Shooting Fundamentals (CCW, Module 4) Module 5 Safe Handling Safe Handling Unit 1 Video: Safe Handling (CCW, Module 5) Module 6 Statutes & Regulations Statutes & Regulations Unit 1 Video: Statutes & Regulations (CCW, Module 6) Module 7 Civil & Criminal Liability Civil & Criminal Liability Unit 1 Video: Civil & Criminal Liability (CCW, Module 7)
Code ReviewReview of code relevant to estate planning. Requires GOLD or higher membership; call for access.
Module 1 Probate Code: Definitions and General Provisions
Review of California Probate Code, Divisions 1-3.
Unit 1 Probate Code Definitions (Div 1) Unit 2 General Provisions (Div 2) Unit 3 General Provisions of a Procedural Nature (Div 3) Module 2 Probate Code: Protective Proceedings (Guardianship, Conservatorship, etc.) and Powers to Protect Wealth and Health
Review of California Probate Code, .
Unit 1 Definitions and General Provisions Unit 2 Guardianship Unit 3 Conservatorship Unit 4 Provisions Common to Guardianship and Conservatorship Unit 5 Public Guardian Unit 6 Management or Disposition of Community Property Where Spouse Lacks Legal Capacity Unit 7 Capacity Determinations and Health Care Decisions for Adult Without Conservator Unit 8 Other Protective Proceedings Unit 9 California Uniform Transfers to Minors Act Unit 10 Powers of Attorney Unit 11 Health Care Decisions Module 3 Probate Code: Nonprobate Transfers
Review of California Probate Code, Division 5.
Unit 1 Effect of Death Unit 2 Multi-Party Accounts Unit 3 Uniform TOD Security Registration Act Unit 4 Revocable Transfer on Death Deed Unit 5 Gifts in View of Impending Death Module 4 Probate Code: Wills and Intestate Succession
Review of California Probate Code, Division 6.
Unit 1 Wills Unit 2 Intestate Succession Unit 3 Family Protection (as the Code sees it, anyway) Unit 4 Escheat of Decedent's Property Module 5 Probate Code: Administration of Estates of Decedents
Review of California Probate Code, Division 7.
Unit 1 General Provisions Unit 2 Opening of Estate Administration Unit 3 Inventory and Appraisal Unit 4 Creditor Claims Unit 5 Estate Management Unit 6 Independent Administration of Estates Unit 7 Compensation of Personal Representative and Attorney for PR Unit 8 Accounts Unit 9 Payment of Debts Unit 10 Distribution of Estate Unit 11 Closing Estate Administration Unit 12 Administration of Estates of Missing Persons Presumed Dead Unit 13 Nondomiciliary Decedents Module 6 Probate Code: Disposition of Estate Without Administration
Review of California Probate Code, Division 8.
Unit 1 Collection or Transfer of Small Estate Without Administration Unit 2 Passage of Property to Surviving Spouse Without Administration Module 7 Probate Code: Trust Law
Review of California Probate Code, Division 9.
Unit 1 General Provisions Unit 2 Creation, Validity, Modification, and Termination of Trusts Unit 3 Trustees and Beneficiaries Unit 4 Trust Administration Unit 5 Judicial Proceedings Concerning Trusts Unit 6 Rights of Third Persons Unit 7 Uniform Prudent Management of Institutional Funds Act Unit 8 Payment of Claims, Debts, and Expenses from Revocable Trust of Deceased Settlor Unit 9 Uniform Trust Decanting Act Module 8 Probate Code: Proration of Taxes
Review of California Probate Code, Division 10.
Unit 1 Proration of Estate Taxes Unit 2 Proration of Taxes on Generation-Skipping Transfer Module 9 Probate Code: Construction of Wills, Trusts, and Other Instruments
Review of California Probate Code, Division 11.
Unit 1 Rules for Interpretation of Instruments Unit 2 Perpetuities Unit 3 No Contest Clause Unit 4 Presumption of Fraud or Undue Influence Unit 5 Abatement Unit 6 Compliance with Internal Revenue Code Unit 7 Family Protection: Omitted Spouses and Children Unit 8 Contracts Regarding testamentary or Intestate Succession Module 10 Related Codes
Codes related to Probate Code.
Unit 1 Civil Code Unit 2 Family Code Unit 3 Health and Safety Code Unit 4 Penal Code (Firearms)