SiteLock

Do I need to update my estate plan?
REQUIRES: FREE membership. This short course takes only a few minutes, and will help you gauge whether it is time to meet with a qualified attorney for comprehensive review of your estate plan.
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

California CCW Online Review Course
REQUIRES: GOLD or CMP membership; prior completion of Estate Planning 101. This online course is designed for review and exam purposes, and is not a substitute for attending our live course (application for approval pending with OCSD).
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)

Not a member yet? We can fix that in a few seconds:

Email
First Name
Last Name

Estate Planning 101
REQUIRES: FREE 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

Estate Administration
REQUIRES: GOLD or CMP membership. Settlement and administration of estates, in and out of probate.
Module 1 Probate Administration
Administering an estate in probate court.
Unit 1 Probate Administration
Module 2 Trust Administration
Administering a trust outside (or largely outside) of probate.
Unit 1 Trust Administration
Module 3 Other Alternatives to Probate
Non-trust alternatives to probate action.
Unit 1 Non-trust Alternatives to Probate

Pin It on Pinterest

Fire at will...

Share this with your friends!