Course Category : Estate
The Treasure Hunt – Marshalling, Managing and Selling Assets
Identifying, managing and selling assets is one of a fiduciary’s most important, sophisticated and closely scrutinized duties. This presentation covers all aspects of identifying, collecting and managing assets for new and experienced fiduciaries. Identifying topics covered include demonstrating the key duties of a personal representative, inventorying and appraising assets, working with probate referees and assessor […]
The Powers of a Conservator to Intervene in the Marital Relationship of the Conservatee
Tamila’s presentation discusses the interplay between conservatorship (Probate) and the marital relationship (Family Law). The conservatee retains the right to marry. If the relationship is abusive, what tools does the conservator have to intervene? It discusses the effects of the conservatorship on certain rights and procedures related to the marriage and the role of the […]
Interplay Between Business Entities and Fiduciary Trustees
The ins and outs a Fiduciary will encounter when administering assets that involve different business entities. The presentation will cover a view from the bench, in addition to private counsel’s views on Fiduciary Trustee’s many duties to the beneficiaries, the court and other business entity structures as it pertains to the scope of neutrality, standard […]
Integrating Home Equity into Retirement Strategies via HECM Reverse Mortgages – Legal, Tax & Financial Implications & Opportunities
This workshop is designed to provide a more advanced look at tools and strategies that advisors, fiduciaries, attorneys, and tax professionals may wish to incorporate into their planning for clients in or approaching retirement age. With the rapid increase in the number of retirees and the significance of wealth in home equity, professional advisors often […]
Helping Your Client Benefit From Their Unneeded or Unaffordable Life Insurance Policy
According to the Insurance Studies Institute, more than 500,000 seniors lapse their life insurance policies annually, while only 1250 take advantage of a life insurance settlement. Yet about 90% of seniors report that they would have considered a life insurance settlement if they had been made aware of the option. Learn more about that option […]
Death Before Divorce
With gray divorce (divorce defined after the age of 40 years or more) on the rise, it becomes more and more likely that a death may occur during, or soon after a divorce is finalized. This means that as a fiduciary, you need to be prepared with what to do if this happens with one […]
Contested Non-Probate Transfers
This presentation will cover best practices for handling non-probate transfers when the documents on file with the bank conflict with the decedent’s estate plan. For example, what should the fiduciary do when the person named in the beneficiary designation form for a pay-on-death account is different than the beneficiaries named under the decedent’s will or […]
Solutions to Personal Property Wars
Explores a variety of methods to control disagreements between beneficiaries over the division of personal belongings.
Real Estate and COVID-19
This course will cover the following important topics. Summarize Best Practices Guidelines for Selling Real Estate during COVID-19 New C.A.R. COVID-19 Forms – 6 forms Property Management during COVID-19 Serving your client from afar during COVID-19 Handling Real Property from afar – Living aspects, managing real property (initial home inspection and annual pest inspections), managing […]
Probate Administration – Soup to Nuts
Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process, starting with a clear identification of the duties and responsibilities of the person serving as executor or administrator, the goals to be achieved and the alternative procedures available to meet those goals. The program will identify each milestone […]