This is an informative discussion on Funeral/Burial planning that is unique to different to every culture and religious tradition.

Christina Lewis, Esq., will discuss a variety of issues that arise when administering an Estate that holds real property, and share a few "war stories" about these challenges.

IRA and 401K Rules are changing. What you need to know.

This presentation will discuss the new Proposition 19 in CA as well as Landlord/Tenant Issues and of course COVID-19. How will the Volatility of the new normal in Real Estate affect Fiduciaries?

Fiduciaries are called on to understand complex tax structures and to implement tax effective retirement account strategies.

Learning Objectives will have a focus on reality vs theoretical.